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Raymond James Financial, Inc.

Branch Operations Manager-Charleston, SC

Pay: Not specified
Posted: 7 weeks ago
Location: Charleston, SC (Onsite)
Last Updated: 3 weeks ago
Hours: Full-Time
Expires: 9/21/2026

Career Insights for Banking Branch Manager (General)

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Based on South Carolina data

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What they do

A Banking Branch Manager manages operations and business at a bank branch office, or at the local office of a financial institution such as a brokerage or investment firm. Supervises branch staff, monitors customer accounts, loans or investment activities and security at the branch. Maintains communication with other branch managers and central or executive management. May direct local marketing promotions or participate in community events.

$109,194 / year median in South Carolina

-6% projected decline

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Job Description

  • Responsibilities
  • + Performs back-up for all operational functions as required by workloads and absences.
+ Works directly with home office personnel to coordinate branch-home office workflow. + Completes self-audit of branch procedures. + Assists Branch Manager with confidential matters and compliance visits and replies. + Assists Branch Manager with controlling expenses and operating at peak efficiencies. + Oversees ordering of supplies, purchase orders and postage usage. + Maintains accounting of branch petty cash. + May review branch invoices and operating statements. + Researches and resolves complex problems relating to client accounts and inquiries. + Assists Branch Manager in disseminating information at regular branch meetings. + Coordinate rent, facility, office maintenance and cleaning/security issues. + Recruits, selects, orients, trains and supervises branch operations associates. + In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files. + Reviews daily work of operations associates. + Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow. + Ensures daily staffing levels and cross-training is adequate. + Coordinates registrations, continuing education, licensing, etc. of branch personnel. + Performs other duties and responsibilities as assigned. May perform some Branch Manager duties
  • Education/Experience Requirements
  • + Bachelor's degree and three years' experience in the financial services industry, preferably including related operational management and supervisory experience ~or~ + An equivalent combination of experience, education and/or training as approved by Human Resources
  • Licenses Required
  • + SIE required provided that an exemption or grandfatheringcannot beapplied + Series 7, 9 &10 + Series 63, 65 and/or 66 as required bystate + Ability to obtain additionalsecurities and advisory state registrations if required bystate