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Branch Manager manages a retail banking branch office that develops and grows customer relationships, promotes products and services, and delivers efficient operations. Oversees daily branch opening, closing, customer service, transaction processing, and reconciliation tasks and activities. Being a Branch Manager schedules, manages, and trains branch staff to maintain the required service coverage. Ensures staff understands and follows all company policies and procedures to maintain required security, operational, and service quality standards. Additionally, Branch Manager is accountable for financial, operational, and customer satisfaction goals for the branch. Resolves escalated customer or operations issues. Coordinates with other bank teams to promote products and represent the bank in the community. May require a bachelor's degree. Typically reports to a group or regional branch manager. The Branch Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Branch Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes.
Branch Management Trainee participates in a banking management training program designed to provide on-the-job experiential training in the daily operations of a retail branch office. Assists with routine branch opening, closing, customer service, and contributes to other operational tasks and activities. Being a Branch Management Trainee training incorporates multiple areas of banking, including sales, lending, systems operations, staff administration, and business development. Develops broad knowledge and understanding of bank products and policies. Additionally, Branch Management Trainee requires a high school diploma. Typically reports to a supervisor. Working team member that may validate or coordinate the work of others on a support team. Suggests improvements to process, is a knowledge resource for other team members. Has no authority for staff actions. Generally has a minimum of 2 years experience as an individual contributor. Thorough knowledge of the team processes.
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