« Job Descriptions

Branch Manager

The Branch Manager is in charge of the operations and business growth of the branch assigned to them. He/She directs and oversees all operational aspects including distribution, customer service, sales, marketing, human resources and administration in accordance with the firm’s objectives.

Key Responsibilities

  • Prepares financial statements and analysis for branch
  • Manages and supervises department employees; responsible for day-to-day supervision
  • Maintains and oversees all banking procedures and processes
  • Recruits, vets, interviews, and hires new employees
  • Oversees approvals of loans, lines of credit, and other fiscal plans
  • Assists with customer service and satisfaction
  • Markets branch within the community to attract business
  • Records and researches all financial information for analysis
  • Oversees budget reports, preparation of budgets, and analysis of budgets
  • Documents and interprets complicated financial information for bank clients
  • Advises on procedures and financial management as well as developing policies
  • Oversees financial reports for taxes, regulatory agencies, and other financial groups relating to branch finance
  • Forecasts and plans according to fiscal needs

Job Requirements/Qualifications

  • BS in Business Administration, Accounting, Finance or related field
  • Familiarity with industry’s rules and regulations
  • Good knowledge of modern bank management techniques and best practices
  • Ability to strategize and plan ahead
  • Proficiency with Microsoft Office

Skills needed for this role

The Branch Manager must have good time-management skills, great interpersonal and communication skills and must be a critical thinker and have problem-solving skills.

Career Level


Job Specializations

Administrative, Business Administration