Branch Manager/Sales Manager

Primary Residential Careers•Salt Lake City, UT

24d•Onsite

About The Position

Position purpose - Responsibilities/Duties/Functions/Tasks The purpose of this position is to exercise responsibility for the immediate branch production and sales, as well as to enhance PRMI’s market position by locating, developing, defining, negotiating, and closing business relationships. Responsibilities include directing, coordinating, and monitoring all sales, branch operation, and personnel development activities to create a business operation that increases sales, profitability, market share, and customer and employee satisfaction. Assesses local market conditions, identifies current and prospective sales and business opportunities Participates in development and research activities that increase branch’s strengths, identify potential new markets and business opportunities, increase share of market, and obtain a competitive position in the industry Analyzes and exercises independent judgment and discretion in advancing PRMI’s business objectives and the interests of PRMI’s customers regarding significant financial decisions May be responsible for the strategies of marketing and advertising of specific products Identifies trendsetter ideas by researching industry and related events, publications, and announcements and tracks individual contributors and their accomplishments Evaluates options and recommends investments Examines risks and potentials and estimates partners' needs and goals Protects organization's value by keeping information confidential Carries out major assignments affecting business operations of the employer or the employer’s customers Performs the following tasks in completion of major assignments if the branch manager is a loan originator: collects and analyzes information regarding the customer’s income, assets, investments, or debts analyzes applicant data, credit, and collateral property value determines which financial products best meet the customer’s needs and financial circumstances provides advice to the customer regarding the advantages and disadvantages of available financial products markets, services, or promotes the employer’s financial products Directs all operational aspects of the branch which include distribution operations, customer service, human resources, administration, and sales in a manner that supports reaching the profitability goals Ensures that all areas of work performance or departments are properly staffed and directed Provides training, coaching, development, and motivation to bring out the best in each team member Takes on the responsibility for the orientation and evaluation of all employees Recommends desirable changes in the policies and goals of the branch and the organization Communicates effectively with other branches and senior managers concerning effective practices, competitive intelligence, business opportunities, and needs Addresses customer and employee satisfaction issues promptly Manages the branch by following high ethical standards and complying with all government regulations Maintains and enforces personnel policy Regularly evaluates the effectiveness of the branch operation to ensure policies are being observed and the profitability goals of the branch, division, and organization are being achieved Takes prompt corrective action as needed Increases personal knowledge and expertise in business, appropriate technology, etc. Follows company policies and procedures Performs other duties as assigned

Requirements

Basic reading, writing, and arithmetic skills are required with a strong attention to detail
Strong communication skills, both written and oral
Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
Ability to multi-task
Knowledge of Microsoft Excel and Microsoft Word
Ability to analyze financial data and prepare financial reports, statements, and projections
Ability to motivate teams to produce quality materials within tight timeframes and manage several projects simultaneously
Ability to participate in and facilitate group meetings

Nice To Haves

Knowledge of Microsoft Office and telephone protocol
Ability to type 50 wpm
Reporting Skills
Administrative Writing Skills
Process Management
Organization
Analysis
Professionalism
Problem Solving
Supply Management
Inventory Control

Responsibilities

Directing, coordinating, and monitoring all sales, branch operation, and personnel development activities
Assesses local market conditions, identifies current and prospective sales and business opportunities
Participates in development and research activities that increase branch’s strengths, identify potential new markets and business opportunities, increase share of market, and obtain a competitive position in the industry
Analyzes and exercises independent judgment and discretion in advancing PRMI’s business objectives and the interests of PRMI’s customers regarding significant financial decisions
May be responsible for the strategies of marketing and advertising of specific products
Identifies trendsetter ideas by researching industry and related events, publications, and announcements and tracks individual contributors and their accomplishments
Evaluates options and recommends investments
Examines risks and potentials and estimates partners' needs and goals
Protects organization's value by keeping information confidential
Carries out major assignments affecting business operations of the employer or the employer’s customers
Directs all operational aspects of the branch which include distribution operations, customer service, human resources, administration, and sales in a manner that supports reaching the profitability goals
Ensures that all areas of work performance or departments are properly staffed and directed
Provides training, coaching, development, and motivation to bring out the best in each team member
Takes on the responsibility for the orientation and evaluation of all employees
Recommends desirable changes in the policies and goals of the branch and the organization
Communicates effectively with other branches and senior managers concerning effective practices, competitive intelligence, business opportunities, and needs
Addresses customer and employee satisfaction issues promptly
Manages the branch by following high ethical standards and complying with all government regulations
Maintains and enforces personnel policy
Regularly evaluates the effectiveness of the branch operation to ensure policies are being observed and the profitability goals of the branch, division, and organization are being achieved
Takes prompt corrective action as needed
Increases personal knowledge and expertise in business, appropriate technology, etc.
Follows company policies and procedures
Performs other duties as assigned