Finance Branch Manager Job Description

Finance Branch Manager Job Description

Here’s a job description for a Finance Branch Manager, formatted in HTML:

Finance Branch Manager

About [Company Name]

[Insert a brief, compelling paragraph about the company. Highlight its mission, values, and culture. Example: “At [Company Name], we empower individuals to achieve their financial goals through personalized service and innovative solutions. We foster a collaborative environment where employees are valued and have opportunities for growth.”]

Job Summary

We are seeking a highly motivated and experienced Finance Branch Manager to lead and oversee the operations of our [Location] branch. As a Branch Manager, you will be responsible for achieving branch performance targets, providing exceptional customer service, and developing a high-performing team. You will play a key role in building relationships within the community and ensuring the branch operates in compliance with all applicable regulations and company policies.

Responsibilities

  • Leadership & Team Management:
    • Lead, mentor, and coach a team of financial service representatives, loan officers, and other branch staff.
    • Set performance goals and expectations for the team, monitor progress, and provide regular feedback.
    • Conduct performance reviews and identify opportunities for employee development and training.
    • Foster a positive and collaborative work environment that promotes teamwork and employee engagement.
    • Manage employee schedules and ensure adequate staffing levels to meet customer needs.
  • Branch Operations & Performance:
    • Oversee all branch operations, ensuring efficiency and compliance with company policies and procedures.
    • Achieve branch sales and profitability targets through effective business development and customer relationship management.
    • Monitor key performance indicators (KPIs) and implement strategies to improve branch performance.
    • Manage branch expenses and ensure adherence to budget guidelines.
    • Maintain a safe and secure branch environment.
  • Customer Service & Relationship Management:
    • Provide exceptional customer service and resolve customer issues promptly and effectively.
    • Build and maintain strong relationships with existing and potential customers.
    • Identify customer needs and recommend appropriate financial products and services.
    • Act as a point of escalation for complex customer inquiries and complaints.
  • Business Development & Community Engagement:
    • Develop and implement strategies to attract new customers and grow the branch’s business.
    • Participate in community events and activities to promote the company’s brand and build relationships with local organizations.
    • Network with local businesses and community leaders to identify business opportunities.
  • Compliance & Risk Management:
    • Ensure compliance with all applicable laws, regulations, and company policies.
    • Implement and maintain effective internal controls to mitigate risks.
    • Monitor branch activities for suspicious activity and report any concerns to the appropriate authorities.
    • Conduct regular audits to ensure compliance with regulatory requirements.

Qualifications

  • Bachelor’s degree in finance, business administration, or a related field.
  • [Number] years of experience in a financial services role, with at least [Number] years in a management position.
  • Proven track record of achieving sales and performance targets.
  • Strong leadership and team management skills.
  • Excellent customer service and communication skills.
  • Thorough knowledge of financial products and services.
  • Understanding of banking regulations and compliance requirements.
  • Proficiency in Microsoft Office Suite.

Benefits

[List company benefits such as health insurance, paid time off, retirement plan, etc.]

To Apply

[Provide instructions on how to apply for the position, including email address or application link.]

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