Branch Ops Trainee: Fast-Track to Leadership

Raymond James, Inc.; Chattanooga (TN); Sur place; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Benefits package

Résumé du poste

Raymond James, Inc. in Chattanooga seeks a Branch Operations Manager Trainee to learn and optimize branch operations, ensuring regulatory compliance and efficient workflow. You will work closely with home office teams, supervise staff, and support expense control.

The role requires a Bachelor’s degree and at least 1 year in financial services, with SIE and Series 7/66 licenses; potential to obtain 9/10 within six months. Travel may reach 50% as needed.

Qualifications

• Bachelor’s degree in related field required.
• Minimum 1 year experience in the financial services industry.
• SIE required; Series 7 and 66 required; ability to obtain Series 9 & 10 within six months.
• Travel up to 50% and residency required.

Responsabilités

• Become trained and skilled to effectively and efficiently function in the Operations Manager role.
• Perform back-up for all operational functions as workloads require.
• Coordinate branch-home office workflow with home office personnel.
• Complete self-audit of branch procedures and assist with compliance visits.
• Assist Branch Manager with controlling expenses and peak efficiency.
• Oversee supplies, purchase orders and postage usage; review invoices and statements.
• Maintain branch operational manuals and advise on branch policies.
• Lead and supervise branch operations associates; conduct performance reviews.
• Manage staffing levels, cross-training, and scheduling to ensure workflow.
• Coordinate registrations, continuing education, licensing for branch personnel.

Connaissances

Leadership

Customer service

Regulatory compliance

Formation

Bachelor’s degree in related field

Description du poste

Raymond James, Inc. in Chattanooga seeks a Branch Operations Manager Trainee to learn and optimize branch operations, ensuring regulatory compliance and efficient workflow. You will work closely with home office teams, supervise staff, and support expense control.

The role requires a Bachelor’s degree and at least 1 year in financial services, with SIE and Series 7/66 licenses; potential to obtain 9/10 within six months. Travel may reach 50% as needed.