How to become a bank manager

Oversee the operational functions of financial institutions such as banks, building societies, and credit unions.

What does a bank manager do?

Duties and tasks

  • Manage the operational tasks of bank branches, building societies, credit unions or similar financial institutions.
  • Oversee operational functions and provide solutions to operational issues.
  • Plan and lead the collection of financial and accounting information and the preparation of budgets, reports and statutory returns.
  • Present budget proposals to governing bodies, advising on the most effective use of resources and financing of capital expenditure and interpreting implications for business performance and funding.
  • Ensure a high level of customer service is being adhered to at all times.
  • Monitor sales targets.
  • Promote and market the institution and its products.

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