• Branch Manager, Retail Branch

    Job Locations US-PA-King Of Prussia
    Posted Date 2 months ago(6/26/2018 4:51 PM)
    Professional Area
  • Overview

    E*TRADE is a leading financial services company and a pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the company has long been at the forefront of the digital revolution, offering easy-to-use solutions for individual investors and stock participants. Founded on the principle of innovation and determined to level the playing field for individual investors, E*TRADE delivers digital platforms, tools, and professional assistance to help investors and traders meet their near-and long-term investing goals. The Company provides these services both online and through its network of customer service representatives and financial consultants – over the phone at two national branches and in-person at 30 E*TRADE branches.

    About the Role



    As a Branch Manager, you are responsible for the overall Financial Center operation and production. As a licensed and knowledgeable manager, a complete understanding of the securities and banking industry is required.



    • Responsible for driving successful branch sales targets and developing a productive sales team through mentoring and coaching. Manage the daily activities of Financial Consultant’s in Retail Branches oversee lead control, sales production, sales activities, and customer satisfaction, as well as develop necessary reports and documentation to leadership team.
    • The ideal candidate will work closely with senior management in hiring, training, and will be directly responsible for general administration, employee development, continually supporting and motivating the team and review sales practices on a daily basis. Also, collaborate with other area of the organization to ensure seamless customer service and satisfaction.
    • This person will interact with clients on an advanced level regarding sales activities, account information, procedures, systems, and our expanding range of financial services products. The Branch Manager is focused on overall branch performance, and is constantly looking for ways to improve sales and client satisfaction.
    • Manage risk and ensure all team members are protecting the interests of the firm while enhancing the customer experience.
    • Provides day-to-day guidance and oversight of staff actively.



    • Bachelor degree or equivalent
    • Services industry experience, 3+ years in a sales capacity, preferably in a retail brokerage environment
    • Minimum of 3 years management experience, preferable in a sales environment
    • MUST HAVE Series 7, 66, and [8 or 9/10] Securities Registrations and clean U-4




    • Proven leadership and business acumen skills
    • Well-developed negotiation, project and account management skills
    • Creative, flexible, and innovative team player who can motivate a sales group
    • Strong organizational, problem-solving, and analytical skills
    • Excellent written and verbal communication skills
    • Demonstrated ability to make successful presentations to individuals and/or groups at all levels or an organization
    • Proven ability to handle multiple projects that meet deadlines
    • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
    • Thorough knowledge of Financial Services industry product and sales information



    We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.

    E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.


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