Branch Executive Director Job Description

Branch Executive Director Job Description

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Branch executive director provides the tools and governance structures that help ensure a robust Change Management process & ensures alignment with goals of Operations, Technology & LOB partners.

Branch Executive Director Duties & Responsibilities

To write an effective branch executive director job description, begin by listing detailed duties, responsibilities and expectations. We have included branch executive director job description templates that you can modify and use.

Sample responsibilities for this position include:

Develop and lead change management initiatives in assigned branch office(s) in the Complex
Dimension product roadmap to enable branch change, impact, and benefit transparency
Build and maintain strong relationships with key business and technology partners
Manage the UAT activities for branch platforms
Ensure the quality and comprehensiveness of all testing activities for branch platforms
Manage the end-to-end testing activities for all activities associated with branch platforms
Drive the certification process for new technology in our branch infrastructure
Manage the deployment efforts for certified technology
Responsible for working with a portfolio of business leaders and subject-matter experts in the Retail Network to determine necessary elements of program
Consults with internal clients to conduct thorough needs analysis to assess the current state, determine the future desired state and identify the key performance and skills/knowledge gaps

Branch Executive Director Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Branch Executive Director

List any licenses or certifications required by the position: YMCA, CPR, AED, Y-USA

Education for Branch Executive Director

Typically a job would require a certain level of education.

Employers hiring for the branch executive director job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Human Services, Social Services, Management, Education, Recreation, Marketing, Leadership, Supervision, Business/Administration

Skills for Branch Executive Director

Desired skills for branch executive director include:

Fixed Income
Functions and driving change
Processes
Various banking products like FX
Corporate Banking Products
Corporate Banking Products with a proven track record for managing multiple teams
Federal
Medicare Conditions of Participation
Accepted professional standards and practice
Key business drivers to coordinate the long-range plans of the division

Desired experience for branch executive director includes:

Responsible for the ongoing management and evolution of the program, including monitoring participant progress, establishing KPIs for the program, gathering feedback and monitoring effectiveness of the program
Manages and develops project plans, schedules, project time estimates, resource plans, budget allocations, and status reports to meet the timelines
Solid decision-making skills, analytical and technical skills, and presentation skills (both verbal and written)
Create a shared Business Plan for the assigned branch office, and engage in Quarterly Review Process
Develop and manage to an annual plan and budget for the assigned branch office(s) in the Complex
Manage expenses in compliance with established budget

Branch Executive Director Examples

1

Branch Executive Director Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of branch executive director. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for branch executive director
  • Responsible for profitability of assigned office(s) in the assigned branch
  • Develop and implement strategies to meet overall growth strategy for the assigned offices(s) in the Complex
  • Increase number of new clients, assets under management, revenue and capacity of branch office
  • Conduct/support activities related to Annual Business Plans for assigned branch office(s)
  • Oversee recruitment, selection, procurement, and licensing of new advisors to grow branch office(s)
  • Provide professional development opportunities for personnel in assigned branch office(s)
  • Develop and support resources for mentoring activities within the assigned branch office (s)
  • Support and execute corporate initiatives as it relates to the assigned branch office(s)
  • Handle/oversee administration, operations and project management of assigned branch office(s)
  • Provide sales support, help/conduct/monitor CRT classes, FOCUS meetings, and production reviews
Qualifications for branch executive director
  • The ideal candidate will have a consistent drive to ensure quality in all deliveries and a
  • Passion for the continued improvement of both effectiveness and efficiency in testing, certification, and deployment efforts
  • The successful candidate will be well versed in the retail technology space, have a deep understanding of the software development life cycle, and understand the logistics associated with a nationwide branch network
  • The successful candidate will be a strong team player, creative thinker, and be able to coordinate complex activities across multiple lines of business and all levels of management
  • 7 to 12 years of systems / testing management experience in a professional or financial services firm, with a strong delivery track record
  • Strong analytical skills with the ability to analyze data and turn it into result-based actions for test, certification, and deployment execution
2

Branch Executive Director Job Description

Job Description Example
Our company is growing rapidly and is looking for a branch executive director. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for branch executive director
  • Foster environment of open communication for all branch personnel
  • Additional duties as assigned by Complex Manager
  • Partner with the Branch Executive and Consumer Bank Leadership team to formulate strategies to achieve customer and financial objectives
  • Develop advanced models by applying service operations concepts to branch service environment to understand connection between staffing and service levels across entire branch to drive strategic and tactical activities
  • Partner w/ recruiting and HR to support branches by hiring ahead of attrition
  • Effectively oversee and improve the staffing alignment with demand using the Chase Schedule Planner tool and execute an RFP for a new scheduling tool
  • Monitor daily service and staffing levels to ensure business goals are being achieved
  • Managing a team of ~ 46 FTE
  • Establish and maintain foundational data needed to support branch workforce planning activities
  • Establish strong engagement with global and regional technology leadership and senior branch business management by providing high quality security and risk advisory services
Qualifications for branch executive director
  • Lead and Pilot new and cutting edge technologies adopted globally on local business initiatives (eg
  • Contribution to satisfactory results within the Retail Network environment
  • Minimum three years in the financial services industry with expert level knowledge
  • Past success in managing office personnel
  • Proficient in using applicant tracking system, recruiting software and candidate databases
  • Proficient in using multiple software programs and systems
3

Branch Executive Director Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of branch executive director. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for branch executive director
  • Coordinate effective regional partnership to enable the execution of all cybersecurity and technology controls activities affecting the India Branch business and its associated technology environment
  • Liaise with regulators and industry peers in best practices sharing and to help effectively drive the risk management strategy
  • Represent the cybersecurity and technology controls roadmap to key partners
  • Identify location and regulatory requirements and partner with product teams to develop sustainable solutions
  • Support our business’ client relationships by providing thought leadership in individual meetings and strategic
  • Be responsible for the day to day operation and ensuring that the Director of Patient Care Services/Clinical Manager is available during business hours
  • Be responsible for of all clinical and business functions of a home health agency and its branches, including budget, clinical operations, billing and collections, quality improvement, compliance with regulatory and accreditation requirements, human resources, business development and clinical program development
  • Organize and direct agency functions
  • Provide public relations with the community-at-large, organizations and individuals involved in the health field
  • Function as the Privacy Officer Designee (POD) and as a compliance liaison to support and provide leadership within the assigned area of responsibility with accountability for implementing and monitoring the Compliance Program and the relevant requirements including the Code of Conduct, Documentation Compliance and HIPAA
Qualifications for branch executive director
  • Demonstrated ability to manage fraud losses and mitigate emerging threats from a fraud risk perspective within a retail bank environment
  • Undergraduate degree in a quantitative field required
  • Exceptional leadership skills with a desire to oversee the development of risk professionals on the team
  • 10+ years’ experience in financial organizations
  • Demonstrated ability to build relationships, partner with, and influence stakeholders across multiple functional areas and lines of business to drive strategic efforts and to enhance the organization’s reporting and analysis
  • A strategic thinker with sound financial acumen, technical skills, analytical ability, good judgment, and strong operational focus
4

Branch Executive Director Job Description

Job Description Example
Our growing company is looking to fill the role of branch executive director. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for branch executive director
  • Assist the TS and MNC Country Head to drive the local product agenda based on client requirements and local sector strategies
  • Build and maintain relationship with regional MNC sales team ensuring global and regional sales and client account plans are locally executed
  • Manage the TS MNC sales team effectively to insure individual portfolio and sales targets are achieved or exceeded
  • Delivering as per APAC and Global Operations strategy on key aspects of Service Delivery , Cost , Risk & control , Transformation & efficiency /Process Improvement , People , Regulatory compliance , Vendor Governance requirements ( Offshoring )
  • Successful execution on Business strategy on client, revenue , cost and service
  • Lead and drive initiatives that make Deutsche an employer of choice
  • Lead & deliver on the global Transformation initiatives (eg Operational engineers , Tech 4 ops ,deployment of emerging technologies like RPA /AI/Bots )
  • Continuously deliver to the Resiliency & BCM strategy
  • Culture of adherence to the risk & control framework in line with Regulatory requirements / Internal policies /Audit standards
  • Strong engagement & governance model with Regions /Branches serviced ( including delivering to offshoring /vendor governance requirements/Transitions framework )
Qualifications for branch executive director
  • Possesses an ability to navigate through complex financial situations to maximize results
  • Ability to stand alone and influence results and actions of others, even those not in their organization structure
  • Exceptional communication skills, with excellent presentation, preparation, and delivery skills
  • Advanced computer skills, including proficiency in MS Office, Essbase, and relevant financial reporting software
  • Results-oriented, self-directed, and well organized with an ability to execute on multiple projects at the same time
  • Proven ability to lead a team and develop individuals
5

Branch Executive Director Job Description

Job Description Example
Our innovative and growing company is looking for a branch executive director. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for branch executive director
  • 15+ years of progressive leadership experience, 10+ years in a retail environment and financial services industry preferred
  • Possess the necessary professional competencies (expertise, understanding and experience), with a proven track record of managing a complex business across multiple geographic sites
  • English required and other European languages may be desirable
  • High personal commitment and integrity
  • Strong understanding of local regulations and experience of dealing with regulators and market infrastructures
  • Strong leadership and management skill and able to motivate and develop people
Qualifications for branch executive director
  • Ability to travel (primarily within the Division)
  • Experience with setup and tuning of application monitoring tools (Reg Ed system and Mystery Shop)
  • Ability to influence and lead technical conversations with varied groups
  • Effectively identify and present data based analysis of the facts
  • Exhibit strong people leadership skills with demonstrated ability of operating with high standards
  • Develop strong relationships and partnerships across functions to execute an integrated operational and financial planning process

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