How to become a branch manager

Coordinate a bank branch’s operational functions, including directing staff and maintaining customer satisfaction.

What does a branch manager do?

Duties and tasks

  • Advise customers on various financial products and interview loan applicants.
  • Ensure a high level of customer service is being adhered to at all times.
  • Meet with customers and resolve any problems or complaints.
  • Oversee operational functions of the branch and provide solutions to any issues.
  • Plan and implement business plans and manage business records and financial statements.
  • Promote and market the institution and its products.
  • Provide mentorship, training and direction to staff.

Industry bodies

Related jobs

  • Bank manager
  • Bank officer
  • Financial planner
  • Hospitality manager
  • Mortgage broker
  • Service manager

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