About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Banking & Financial Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This branch leadership role manages day-to-day branch operations and front-line sales activity for a confidential client in Banking & Financial Services. Typical responsibilities include:

• Direct supervision of the branch and branch staff to ensure efficient, compliant operations
• Coach and develop associates to meet individual and branch sales goals
• Oversee customer service activities including account openings and resolution of escalated client concerns
• Implement and enforce policies for cashing checks, withdrawals, safe deposit operations, and security procedures
• Maintain compliance with banking policies and regulations; train staff on policy and procedure updates
• Lead recruitment, onboarding, scheduling, performance reviews, and disciplinary actions for branch employees
• Partner with other departments to support branch operations, facilities maintenance, and security systems
• Participate in local business development and community outreach activities
• Perform other duties as assigned by leadership

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What We’re Looking For

Candidates who will succeed in this role typically have:

• Strong leadership, interpersonal, and customer-service skills
• Demonstrated sales management and coaching ability to meet branch goals
• Solid knowledge of bank operations, policies, compliance, and banking regulations
• Excellent organizational skills and attention to detail
• Strong oral and written communication skills
• Problem-solving mindset and team-oriented attitude
• Fluency in Mandarin and/or Cantonese required

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Supervisory Responsibilities

• Supervise branch associates and lead the branch team to achieve operational and sales targets.

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Education & Experience

• High school diploma or equivalent required
• Bachelor’s degree in a business-related field preferred (or equivalent combination of education and experience)
• Minimum of three years of banking experience required
• Previous supervisory or management experience preferred
• Experience working toward individual and team goals preferred

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Technical & Other Skills

• Proficient with Microsoft Word and Excel
• Familiarity with Google Workspace (Gmail, Calendar, Docs, Sheets)
• Experience with HR/operations systems such as Workday, IBS, and CRM tools (e.g., Salesforce)
• Notary license where applicable is a plus

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Compensation & Benefits

• Pay range for new hires: $63,000 - $89,000 annually (California pay range provided)
• Role is eligible for an annual bonus
• Position is contingent on successful completion of background and drug screenings
• Confidential client offers standard employee benefits (details provided during the interview process)

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.