Branch Manager Jobs

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Cashier, Receptionist

D.A. DavidsonMedford, OR
Onsite

About The Position

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. They are dedicated to conducting business with the highest standards of integrity and ethics, delivering outstanding service to clients and fostering a friendly, open, and supportive culture. The company encourages candid communication and productive engagement, and values strengthening local communities through giving back. The Cashier Receptionist role is a branch-critical position primarily responsible for executing financial services cashiering duties, performing receptionist duties, and providing administrative support for the Branch Operations Manager and/or Branch Manager. This role demands attention to detail, outstanding client service skills, and a high level of integrity and confidentiality regarding client, advisor, branch, and company information.

Requirements

  • High School diploma, GED or comparable work experience.
  • Excellent communication (written and verbal), problem solving and client service skills.
  • Strong attention to detail and accuracy with the ability to perform semi-advanced math.
  • Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook).
  • Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
  • Ability to communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
  • Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
  • Ability to maintain regular, predictable attendance.

Nice To Haves

  • Post-Secondary education preferred.
  • Prior industry experience a plus.

Responsibilities

  • Provides professional, courteous service at all times to ensure internal and external client satisfaction.
  • Maintain a working knowledge of Branch Guide to Operations and ensures adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
  • Process stock certificates and check deposits, and issue and mail client checks with a high degree of accuracy.
  • Maintain daily cashiering file according to established procedures.
  • Assist with planning and execution of various events (such as holiday parties and client appreciation events) for the branch.
  • Manage incoming calls and provide information as appropriate.
  • Participate in various weekly and monthly meetings.
  • Prepare and disseminate information to appropriate personnel as requested.
  • Understand and utilize the Firm’s desktop systems and applications and their related functionality as it applies to client service and business enhancement.
  • Provide backup for other support positions in the branch as assigned.
  • Perform any other duties and special projects as necessary.

Benefits

  • Competitive salary
  • Medical, Dental and Vision
  • Company 401(k)and ESOP contribution
  • Generous sick, vacation, and maternity/parental leave
  • Paid holidays
  • Professional Development Opportunities
  • Tuition Reimbursement ($15,000 lifetime cap)
  • Charitable gift-matching program
  • Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

1-10 employees

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