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Financial Institution Branch Manager

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General Overview:

Manages the general operational activities of branches of banks, building societies, credit unions or similar financial institutions.

Tasks Include:

  • develops and implements business plans, budgets, policies and procedures for the branch
  • maintains and monitors business records and prepares financial statements and reports
  • implements displays and promotes branch functions and business development
  • deals with customer inquiries to provide quotes and advice, and handles complaints
  • advises clients about interest rates, and investment and loan products
  • implements company policy covering compliance with security regulations
  • ensures compliance with occupational health and safety regulations
  • ensures that funds balance at the close of business
  • may interview applicants for loans
  • may review loan and credit applications and refer them to a centralised processing department
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