Financial Manager, Branch or Department Career Research and Resources

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Sky Capital LLC

Accounting & Finance - Financial Manager, Branch or Department - New York, NY

Served as key team member in the brokerage services of fiduciary, investment management, and private banking services to new and existing high net-worth clientele. I established and maintained strong relationships with securities and fixed income investment clients to continually drive revenue growth. Developed client base through networking and lead based. Ensured client retention by providing investment recommendations ba...

Avg. Salary: $60,000 · Company Rank: Not Available

Citibank

Accounting & Finance - Financial Manager, Branch or Department - New York, NY

Collaborate with Branch Manager to best suit the customers needs to create new business. Managed all daily branch operations, including opening and closing branch, implementing and maintaining policies and procedures, ensuring compliance with federal banking regulations, customer contact and conflict resolution. Processed banking transactions for customers. Supervised and trained new employees.

Avg. Salary: $60,000 · Company Rank: Not Available

Wells Fargo Bank

Accounting & Finance - Financial Manager, Branch or Department - San Francisco, CA

Handled all aspects of order taking, processing for branch and retail customers. Processed checks, credit cards and all cash transactions through data entry.

Avg. Salary: $60,000 · Company Rank: Not Available

Merrill Lynch Institutional Advisory Division

Accounting & Finance - Financial Manager, Branch or Department - New York, NY

Assisted in creation of divisional P&L which included annual budgets at branch office level. Quarterly review of revenue/expense results for divisional management. Monthly forecasting of revenue/expense.Monthly review of direct branch expenses and allocations. Review and approval of sales travel and entertainment reports.review of missing documents for client accounts.monthly review of sales system entitlements. During this...

Avg. Salary: $100,000 · Company Rank: 4.0 out of 5

Merrill Lynch Product Profitibility Group

Accounting & Finance - Financial Manager, Branch or Department - Princeton, NJ

Product Profitibility used a series of transaction/statistics to assign direct and indirect revenue and expenses across the varioys products that the Private Client Group offered to its retail clients. To that end, I was responsibility for the allocation of the sales division's compensation across all products. I also conducted 5 years of branch time in motion surveys to be used as a major driver of expense. I was required ...

Avg. Salary: $100,000 · Company Rank: Not Available

Marriott Vacation Club

Accounting & Finance - Financial Manager, Branch or Department - Orlando, FL

Income, Sales & Use, Excise, Tangible Personal Property Taxes. Internal & External Audits. State Filing of Budgets and year end Financial Statements.