About the role
FinEx AI summary
Oversee daily branch operations, ensuring compliance with policies and regulatory requirements while delivering strong customer service. Assist in managing branch sales and operations staff performance, and coordinate with the Branch Manager to align teams. Handle audit reviews, in-branch controls, and coach staff on sales referrals.
Core skills Branch Operations Compliance Customer Service Audit Review Operational Efficiency Sales Referrals
Role details
Work style On-Site
Posted 24 Sep 2026
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