Branch Administrator (Floater) Position Available In Miami-Dade, Florida
Tallo's Job Summary: The Branch Administrator (Floater) role involves overseeing daily branch activities, mentoring staff, and leading client relationship efforts. With a focus on operational efficiency and compliance, this position requires 5-10 years of banking experience and proficiency in Microsoft Office and core banking systems. Bilingual skills are preferred for enhanced client interaction. This position offers opportunities for leadership and community engagement.
Job Description
Position Summary:
We are looking for an experienced and motivated Assistant Branch Manager / Branch Administrator / Relationship Manager to support branch operations and lead client relationship efforts. This role plays a key part in ensuring operational efficiency, compliance with banking regulations, and delivering a top-tier customer experience. Reporting directly to the Branch Manager or Retail and Business Banking Manager, this position fosters a high-performing, collaborative branch culture focused on growth, service, and accountability. In addition to supporting daily operations and team management, this individual will serve as a trusted relationship manager, actively engaging clients, growing the branch portfolio, and representing the bank in the community.
Primary Responsibilities:
Oversee daily branch activities including cash management, audit readiness, and compliance with operational procedures. Support the Operations Coordinator and Branch Manager in executing operational and strategic initiatives. Supervise and mentor branch staff, focusing on performance management, coaching, and professional development. Ensure a smooth customer experience through effective workflow coordination and service excellence. Serve as the lead relationship administrator for high-value clients, offering tailored financial solutions. Execute strategies to retain and expand client relationships through cross-selling and upselling. Build strong ties within the community to enhance the bank’s visibility and attract new business. Lead client outreach efforts including calls, follow-ups, and in-person meetings to identify business opportunities. Assist in setting sales goals, monitoring performance, and implementing coaching plans to meet objectives. Facilitate regular sales huddles and provide staff with product knowledge and effective sales techniques. Use data analysis to track trends, drive performance, and adjust sales strategies as needed. Ensure full compliance with all applicable banking regulations (e.g., BSA, AML, FATCA, CIP). Monitor and support timely completion of compliance audits and reporting requirements. Maintain a strong control environment and lead training to keep staff updated on regulatory requirements. Champion a customer-first culture and address escalated service issues with professionalism and care. Implement initiatives to improve client satisfaction and collect feedback to enhance the overall experience. Assist in developing strategic growth plans, product rollouts, and branch-specific initiatives. Represent the branch in internal committees and support broader bank projects. Balance staffing, customer engagement, and operational demands effectively. Serve as a community ambassador for the bank by attending local events and supporting charitable initiatives. Identify community partnership opportunities to boost brand recognition and business outreach.
Qualifications Education:
Bachelor’s degree in Business, Finance, or a related field preferred.
Experience:
5-10 years of banking experience, with at least 3 years in a leadership or supervisory role.
Track Record:
Demonstrated success in sales, relationship management, and branch operations.
Technical Skills:
Proficient in Microsoft Office (Word, Excel, PowerPoint) and core banking systems; experience with CRM and performance analytics tools.
Language Skills:
Bilingual (English/Spanish) preferred for enhanced client interaction and community engagement. In-depth knowledge of banking laws and compliance regulations (e.g., BSA, AML, FATCA).