Branch Manager Job Description

Branch Manager Job Description

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Branch manager provides guidance to managers and employees on human resources policies and procedures and legal (regulatory) compliance issues in a digestible manner.

Branch Manager Duties & Responsibilities

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

Sample responsibilities for this position include:

Adhering to and enforcing all branch policies, procedures, and compliance regulations, including but not limited to anti-money laundering, US Patriot Act, Bank Secrecy Act, OFAC, fraud protection, security procedures, and privacy and confidentiality requirements
Directing and coordinating activities concerning granting or extending lines of credit, real estate loans, and consumer credit loans with the implementation of East West Bank’s standard policies, procedures and practices
Responsible for management of the Morgan Hill, CA operations encompassing construction materials testing/special inspection services including our concrete, asphalt and soils testing laboratory
Support Company guidelines and policies and implement accordingly
Communicate with existing and potential customers to explain products and services and actively solicit and generate new business
Communicates with existing and potential customers in the branch and through outside solicitation efforts to introduce products and services to new consumers and commercial business
Ensures that procedures for custody and control of assets, records, loan collateral, and securities are performed
Prepares financial and regulatory reports required by law, regulations, and senior management
Represents the bank at community functions and to community organizations to market and to promote bank’s products and services
Ensures ongoing communication of security, compliance and operational procedures

Branch Manager Qualifications

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

Licensing or Certifications for Branch Manager

List any licenses or certifications required by the position: ICB, PFP, NISM, AMFI, ISO, YMCA

Education for Branch Manager

Typically a job would require a certain level of education.

Employers hiring for the branch manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Business/Administration, Business/Management, Management, Finance, Leadership, Accounting, Associates, Marketing

Skills for Branch Manager

Desired skills for branch manager include:

Procedures
Policies
Regulatory guidelines
Regulatory
Policy and compliance issues
Bank's products and services
Human resources issues
Services
Ability to quickly learn banking and lending products
Effective marketing and sales practices

Desired experience for branch manager includes:

CSI’s PFPC Course is recommended but not required
Completion of the CSI’s PFPC Course is recommended but not required
Bachelor’s degree and two years relevant experience or the equivalent in experience
Knowledge of commercial and consumer lending
Ability to speak & understand French fluently
Mutual Fund Registration is required

Branch Manager Examples

1

Branch Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of branch manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for branch manager
  • Promote the company’s full service offer to real estate consumers to ensure that defined core service goals are achieved
  • Promote corporate initiatives including technology, relocation goals, referral network goals and electronic marketing
  • Recruiting of new and experienced independent sales agents on an ongoing basis
  • Conducts new agent orientation and in office education programs
  • Ensures office goals are met, including development of weekly or monthly reports and directing the budget for office
  • Managing & driving Branch sales and performance
  • Consistently demonstrate East West Bank’s customer service standards
  • Work directly with customers to build relationships, uncover, and satisfy their financial needs
  • Motivate employees by incorporating the Bank’s vision and the branch goals into daily communications and by recognizing and rewarding staff for their contributions
  • Plan, coordinate, and monitor the overall activities and operations of the branch
Qualifications for branch manager
  • Minimum of 5 years experience within a management role
  • Intensive travel within the city and the outstation locations covered by the city
  • 3+ years Customer Service experience or 3+ years Customer Relations experience
  • Manage resources in the branch, implement service initiatives (in accordance with the Customer Experience guidelines) and ensure consistency of service quality and delivery
  • Ensure that the branch premises are properly maintained and aligned to the Bank’s marketing guidelines
  • Manage effective channel migration programmes
2

Branch Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for a branch manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for branch manager
  • Develop and implement new methods of internal procedures to improve efficiencies
  • Manage and motivate employees by incorporating the Bank’s vision and the branch goals into daily communications and by recognizing and rewarding staff for their contributions
  • Work closely with all business partners to ensure complete client relationship building and achievement of all production goals and objectives
  • Maintains a strong presence within the local community through active involvement and leadership roles in various professional organizations and community events
  • Through the development and implementation of a sound business plan, focus on proactive and innovative branch initiatives to promote branch growth, customer retention and achievement of all annual production goals and key objectives
  • Manages to an annual budget, approves and controls expenses
  • Manages performance standards
  • Conducts individual coaching sessions with each branch team member
  • Monitors staff performance, documents, and otherwise administers promotions, transfers, disciplinary actions, salary changes and terminations
  • Manage customer complaints and service issues through 360 View
Qualifications for branch manager
  • 5+ years of construction materials testing and special inspection experience
  • Supervises staff while responsible for coaching, mentoring and training of all branch escrow staff
  • Aligns branch goals with business unit goals
  • Performs audits and recommends corrective actions
  • Strong understanding of, and experience in, general management concepts, finance, human resources, marketing, sales, compliance, operations
  • Must be able to be licenced as a Supervisor of Registered Representatives (RR Supervisor)
3

Branch Manager Job Description

Job Description Example
Our innovative and growing company is hiring for a branch manager. 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 manager
  • Handle all personnel issues, to include hiring and terminating of employees
  • Developing and maintaining sales plan for the branch
  • Developing and implementing sales/marketing plans
  • Developing and managing vendor and customer relations
  • Managing the implementation of the sales strategies and tactics
  • Recruiting, hiring, and training sales employees
  • Developing and motivating branch employee performance
  • Communicate and reinforce the corporate vision at the branch level
  • Developing new and existing business to its full potential by spending 50% of time establishing customer contact, focussing on sales development, and delivering customer and contract satisfaction
  • Carry out other duties as defined by immediate supervisor within the capabilities of the jobholder
Qualifications for branch manager
  • 1 year experience in a supervisory capacity
  • 2 to 3 years P & L experience
  • May manage subordinate supervisors who supervise employees through the branch
  • Excellent communication skills (verbal, non-verbal, written)
  • Ability to read, analyze, and interpret balance sheets
  • Ability to effectively present information and respond to questions from groups of managers, staff, customers, and the general public
4

Branch Manager Job Description

Job Description Example
Our growing company is hiring for a branch manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for branch manager
  • Ability to draft and present business reports
  • Ensure ISO 9001 and Safety compliance
  • Ensures all customers receive quality customer service from company employees
  • Completes and turns in sales-related paperwork
  • Demonstrates full knowledge of all order-entry, data research, and other computer skills necessary to service customers and suppliers
  • Ensures customer inquiries related to billing problems, cylinder balances, order statuses, times of delivery, are promptly and courteously handled
  • Leads and promotes safety by organizing safety meetings and strictly enforcing safety rules
  • Receives and returns phone calls, faxes, inquiries, from customers and vendors
  • Assists customers with equipment set-up and demonstrates as necessary
  • Ensures stock transfers and backorders are promptly and accurately completed
Qualifications for branch manager
  • Strong communication and Presentation
  • At least 3 years Retail supervisory experience
  • Mutual Fund License (for two years)
  • Branch Compliance Officer’s Course
  • Ability to assess operational and compliance risk in daily branch conducted transactions
  • Must have a good knowledge of general and local market conditions to analyze Bank activities and recommend changes
5

Branch Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of branch manager. 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 manager
  • Recruit, guide, train and educate members of the branch financial services team with the focus on best practices related to all internal and external customers
  • Following and, when necessary, devising and implementing effective procedures for daily operations consistent with Company guidelines
  • Coordinate and recommend procedures for facility and equipment maintenance or modification, including the replacement of print related equipment
  • Proactively drive implementation of national and local service initiatives in the branch Top 100, Service Heroes
  • Monitor quality of service in the branch, queue length, device availability, quality of interaction with staff) and take actions as needed
  • Assists in coordination of sales and service activities
  • Documents calls, referrals and cross selling opportunities and efforts through Synapsys
  • Manages all facets of branch including but not limited to the safety and soundness of the branch and of the day to day operations of the branch
  • Supervises all staff
  • Own Localized customer relationships [ issues / resolutions ]
Qualifications for branch manager
  • Requires a thorough knowledge of operational policy and procedure and supervisory skills or a combination of education and experience providing the same
  • Ability to work independent of daily supervision
  • Minimum five years’ experience in a bank branch environment as an Assistant Branch Manager Customer, Business Development Officer, Customer Service Supervisor, Branch Manager, or equivalent
  • A Bachelors' degree or comparable professional training is required
  • A minimum of five (5)years of banking experience, or comparable professional experience, of which at least three (3) has been as an Assistant Manager, Personal Banker or Branch Development experience is required
  • Bilingual candidate fluent in verbal and written communication in Spanish preferred

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