Top 2 Bank branch managers Jobs in Montecito, Ca

Branch Leader - Santa Barbara, CA
Fidelity Investments —Santa Barbara, CA
- $100,000 - $168,000 a year
- Full-time
- Office
- Mentoring
- Senior level
- Loan repayment program
- Tuition reimbursement
Center Manager IV
Citizens Business Bank —Santa Barbara, CA
- $154,579 - $228,004 a year
- Full-time
- Management
- Office
- Senior level

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Branch Leader - Santa Barbara, CA

Fidelity Investments -
Santa Barbara, CA

Apply Now

Job Details

Full-time
$100,000 - $168,000 a year

Benefits

Loan repayment program
Tuition reimbursement
Paid time off
Parental leave

Qualifications

Financial sales
Customer relationship building
Regulatory compliance
Client relationship development
Finance industry sales team management experience
Series 7
Team development
Professional development support
Sales coaching
Customer relationship management
Industry knowledge of financial regulations
Mentoring
FINRA License
Sales leadership
Experience practicing in the securities industry
Legal compliance

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you ready to lead a team of world-class sales and service associates? A Fidelity Branch Leader collaborates with senior management to manage a team of successful associates preparing to lead their own branch. Your visionary spirit and strategic perspective will help our branch distinguish itself from competitors. As a Branch Leader, you will support the Vice President, Branch Leader. Your role includes building a strong sales team and developing service associates. These associates help generate revenue opportunities and ensure high customer happiness. You will also apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events. Additionally, you will coordinate branch operations, ensuring compliance and resolving customer concerns, while developing and motivating associates to achieve individual and team success.

The Expertise and Skills You Bring

At least five years in a financial sales role
Three or more years of management within a financial services environment is preferred
Series 7 and 66 or 63/65 are required, and you must acquire the Series 9/10 upon hire
Background in relationship management and a deep understanding of financial services
Impressive time-management skills and ability to complete multiple priorities
Natural ability to influence and develop the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business integrity and a strong work ethic with a high level of integrity

The Team

For those aiming to lead their own branch, this role provides the first opportunity. You will learn all aspects of branch management, such as supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates. The role is developmental and lasts 12-24 months. It develops talent within the investor center network and aids the assigned VP, Branch Leader. You may work at more than one branch or have a different main branch during the program.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $100,000-$168,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA

Refine Your Search

bank branch managers jobs in montecito, ca

Branch Leader - Santa Barbara, CA

Center Manager IV

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I want to receive the latest job alert for bank branch managers in montecito, ca

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