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Branch Manager job description

A Branch Manager is a professional charged with managing the day-to-day operations of a bank or financial institution’s branch. These responsibilities include developing business plans and attaining sales goals, delivering great customer care, and growing revenue through increased lending activity.

Eleni Kourmentza
Eleni Kourmentza

Eleni, ex-People Ops Manager at Workable, excelled in recruitment, lifecycle management, and employer branding.

Refreshed on

April 26, 2022

Reviewed by

Eftychia Karavelaki

Senior Recruitment Manager

Branch Manager responsibilities include:

  • Directing all operational aspects including distribution, customer service, human resources, administration and sales in accordance with the bank’s objectives
  • Providing training, coaching, development and motivation for bank personnel
  • Developing forecasts, financial objectives and business plans

branch manager job description

Job brief

We are looking for a talented Branch Manager to assign and direct all work performed in the branch and to supervise all areas of operation. You will manage staff, foster a positive environment and ensure customer satisfaction and proper branch operation. The successful candidate will have a hands-on approach and will be committed to the expansion and success of the business by implementing strategies that increase productivity and enable sales targets achievement.

Responsibilities

  • Direct all operational aspects including distribution operations, customer service, human resources, administration and sales
  • Assess local market conditions and identify current and prospective sales opportunities
  • Develop forecasts, financial objectives and business plans
  • Meet goals and metrics
  • Manage budget and allocate funds appropriately
  • Bring out the best of branch’s personnel by providing training, coaching, development and motivation
  • Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
  • Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs
  • Address customer and employee satisfaction issues promptly
  • Adhere to high ethical standards, and comply with all regulations/applicable laws
  • Network to improve the presence and reputation of the branch and company
  • Stay abreast of competing markets and provide reports on market movement and penetration

Requirements and skills

  • Proven branch management experience, as a Bank Manager or similar role
  • Sufficient knowledge of modern management techniques and best practises
  • Ability to meet sales targets and production goals
  • Familiarity with industry’s rules and regulations
  • Excellent organizational skills
  • Results driven and customer focused
  • Leadership and human resources management skills
  • BS in Business Administration or related field

Frequently asked questions

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