Direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.
Branch Manager Job Description Template
Our company is looking for a Branch Manager to join our team.
Responsibilities:
- Coordinate and monitor for effective operations, client management, billing and accounts etc;
- Segment the customer within the catchments of the branch to increase the Journal-Ledger base of the branch;
- Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship;
- Maintain customer relationship through sourcing and on-boarding process;
- Ensure proper on-boarding of all new customers acquired;
- Monitor branch expenses ensuring adherence organizational guidelines;
- Ensure accurate and timely submission of proposals, RFQ responses, tendering documents;
- Cross-sell of products (i.e. sales of 3 products per customer within 90 days of account opening) with new and as well as with existing customers;
- Conduct workshops and training programs for the employees;
- Develop forecasts, financial objectives and business plans;
- Manage budget and allocate funds appropriately;
- Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities;
- Meet goals and metrics;
- Ability to achieve desired goals (SALES OF BANKING PRODUCTS);
- Ability to develop and maintain relationship with key decision makers and resolving critical problems.
Requirements:
- Good Communication Skills;
- Knowledge and understanding of banking products and services;
- Strong network within and outside the branch;
- Team handling skills;
- Current-Account Knowledge;
- Analytical skills;
- MBA.