Description
Plan, direct, and manage a financial institution’s branch operations, sales, customer service, staffing, budgets, and compliance to achieve performance and regulatory goals and grow the local market.
- • Build and maintain relationships with retail and business customers; resolve complex service issues.
- • Plan, direct, and coordinate daily activities of branch staff to meet sales, service, and operational targets.
- • Recruit, hire, and schedule branch employees.
- • Prepare branch performance, compliance, and risk reports for regional management.
- • Manage branch budgets; monitor expenses and variances.
- • Coach and train staff on products, policies, sales, and service standards.
- • Oversee intake and preliminary review of consumer and small-business loan applications.
- • Recommend or approve loans and lines of credit within delegated authority; escalate others.
- • Supervise cash handling, vault operations, and teller controls to ensure accuracy and security.
- • Ensure timely completion of branch regulatory filings and audit responses.
- • Analyze branch sales, deposit, and lending trends to drive growth strategies.
- • Engage with local businesses, community groups, and partners to promote the branch and acquire new accounts.
- • Evaluate branch procedures and controls; implement process improvements to enhance efficiency and compliance.
- • Network in the community to generate leads and referrals.
- • Review delinquency and collection reports; coordinate follow-ups and remediation.
- • Maintain custody controls for cash, records, and collateral; enforce security and fraud-prevention protocols.
- • Monitor local market conditions and competitor offerings to adjust branch sales strategies.
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Management & Entrepreneurship
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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Last reviewed: Jan 2026
