Branch Manager Job Description
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:
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:
Desired experience for branch manager includes:
Branch Manager Examples
Branch Manager Job Description
- 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
- 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
Branch Manager Job Description
- 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
- 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)
Branch Manager Job Description
- 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
- 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
Branch Manager Job Description
- 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
- 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
Branch Manager Job Description
- 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 ]
- 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