Financial Manager, Branch or Department Career Research and Resources
RJB Financial Services
Sold long-term care, life insurance, investment, and annuity offerings, while carefully monitoring accounts.
Avg. Salary: $50,000 · Company Rank: Not Available
Bankers Life and Casualty
Represented needs of prominent senior market, with sale of long-term care, life, and health insurance plans, as well as annuity products.
Avg. Salary: $50,000 · Company Rank: Not Available
Banc One Securities
Oversaw $15M in individual and business investment accounts for 2 major banking centers. Formulated and conducted comprehensive annual reviews with consumers to ensure complete satisfaction. Liaised with relationship bankers to investigate and determine most profitable solutions for key clients. Trained and mentored banking team on available product offerings and lucrative sales techniques.
Avg. Salary: $50,000 · Company Rank: Not Available
Bank One, NA
Handled sales of treasury management products to small businesses earning less than $5M annually. Consulted with sales managers to identify suitable treasury management options for clients and potential consumers. Instructed relationship managers on all aspects of treasury management products and available services. Developed and pitched sales presentations to prospective decision-makers to attract and retain business. Mana...
Avg. Salary: $50,000 · Company Rank: Not Available
Bank One, NA
Implemented new business development initiatives along with retention of current non-borrowing customers. Galvanized administrative staff to successfully execute sales of treasury management products. Devised financial plans and portfolios for individuals and businesses, including high net worth clients.
Avg. Salary: $50,000 · Company Rank: Not Available
Bank One of Mansfield
Supervised daily operations of the Proof of Deposit, Deposit Services, Account Maintenance, Cash Management Services, Research, and Purchasing Departments. Managed 4 direct reports and more than 55 employees. Drafted and enforced guidelines for compliance with Truth in Savings, Expedited Funds Availability Act, Electronic Funds Transfer policies, and suspended banking practices
Avg. Salary: $50,000 · Company Rank: Not Available
Bank One of Mansfield
Managed the sales function of opening new deposit, installment loans and credit card accounts. Defined and developed the Sales Manager position. Managed, coach and trained banking center employees. Prepared annual budget for banking centers.
Avg. Salary: $50,000 · Company Rank: Not Available
Keiser University
Manage daily financial and organizational operations. Directed financial analysis, internal and regulatory reporting, cash management, budgeting, and processing activities that led to profitability and productivity. Directed 50 person staff in finance aid, budgets and customer service. Liaison between academics, admissions, bursar’s and registrar office. Reported directly to the President.
Avg. Salary: $65,000 · Company Rank: Not Available
MORGAN KEEGAN
Liaised with the C-level professionals, providing client account management, rate reviews and statistical and net revenue analysis. Developed a financial and statistical reporting system for portfolio analysis Involved in clients’ account management. Increased client satisfaction rating which provided for business growth
Avg. Salary: $65,000 · Company Rank: Not Available
Automatic Slims
Created marketing models to show pro forma effects of marketing Conducted market and industry research Analyzed market trends and variances Established relationships with industry related companies
Avg. Salary: $65,000 · Company Rank: Not Available
