Branch Manager Job Description: Top Duties and Requirements

A Branch Manager, or a Bank Manager, oversees the operations of the branch of a financial institution. Their responsibilities include hiring and training staff, creating sales goals and targets, and connecting with customers. 


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Branch Manager duties and responsibilities

A Branch Manager will have many different responsibilities and duties. This will include managing the branch to ensure it is both safe for employees and well-maintained for customers. The manager is responsible for the day-to-day coordination of the branch. Some further responsibilities include: 

  • Identify risks within the business
  • Ensure employees are complying with company policies
  • Look for growth opportunities within the branch
  • Establish and maintain relationships with new and existing clients
  • Ensure marketing strategies are executed
  • Manage staff, aiding them in goal setting
  • Ensure a safe environment, including theft prevention


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Branch Manager Job Description Examples:


Example 1

Are you seeking an entrepreneurial, empowering workplace that allows you to:
  • Have overall responsibility for the performance of a multi-million dollar revenue business
  • Leverage your current leadership skills to build a success driven team
  • Build a successful career with a multi-unit or sales leadership career track Sunbelt Rentals--the fastest growing rental business in North America--is seeking a Branch Manager. The Sunbelt Rentals branch manager is titled &;Profit Center Manager&; because the role is responsible for the overall direction, coordination, and evaluation of the rental center business unit. This includes leading all aspects of Sales, Customer Service, Fleet Maintenance, and Logistics, including achievement of financial and performance goals. The role is also responsible for the unit's operational and financial reporting functions. Education or experience that prepares you for success:
  • Business Management degree with at least 1 year of Rental Industry experience OR 3-4 years of Rental Industry experience
  • Must have a valid driver’s license and acceptable driving record history Knowledge/Skills/Abilities you may rely on
  • Strong leadership and communication skills
  • Understanding of P&L and other key financial controls
  • Experience in outside sales or other experience in negotiation and influencing
  • Experience in construction or industrial markets helpful
  • High level of accountability, time management and willingness to learn all aspects of the business The physical demands of this role require bending, squatting, crouching, reaching, lifting 50 pounds or more, and working when required by the job. The above description is not a complete listing of all miscellaneous, incidental or similar duties which may be required from day to day. Reasonable accommodations may be made to comply with applicable laws. Related experience may include: Operations Manager, Sales Manager, Director of Sales, Director of Operations, District Manager, Rental Manager, Store Manager, Business Development Manager Sunbelt Rentals has competitive compensation and a comprehensive benefits program. Although we appreciate all who apply we will contact only those candidates who meet our requirements. Sunbelt Rentals requires applicants to undergo a background verification process prior to commencing employment with the company. Employment with Sunbelt Rentals is contingent on the satisfactory completion of a pre-employment background check. Sunbelt Rentals is an Equal Opportunity Employer — women, people with disabilities, Aboriginal peoples, and visible minorities. EAST21 Job Types: Full-time, Permanent Benefits: * Company car * Dental care * Extended health care * Paid time off * Profit sharing * Vision care Experience: * Construction: 1 year (preferred) * G Drivers License (required) Work remotely: * No
  • Example 2

    Our Branch Manager enjoys a *competitive salary, plus bonus* and *generous benefits*. We offer an exceptional *extended health plan including medical, dental, and vision*. Our other benefits include an *employee assistance program, educational assistance, professional development, internal growth opportunities, the opportunity for national career movement*, and a *healthy work/life balance*. If this sounds like the leadership opportunity for you, apply today! We know that we owe our success to our amazing team. This is why we offer *top wages, excellent benefits*, and a *great work/life balance*. Here at First Onsite, *we work hard but also take the time to have fun*. If you are as serious about your work as you are about *enjoying the people you work with*, we want to hear from you! ** *Position Summary: * The Branch Manager (BM) has full responsibility for both operational execution and business development working very closely with his or her team of associates. The BM provides the overall leadership, motivation and management, at the Branch level to positively impact Branch Operations, Estimating, Sales, Rebuild and Administration and to maintain adequate Gross Profit (GP) levels. The BM promotes Standard Operating Procedures at all levels as the most efficient path to standardization. The BM recruits, trains and manages using the First Onsite Standard Operating Procedures to ensure staff is properly trained in the First Onsite methodology. *Employee Engagement/Leadership: * * Builds the best quality team to achieve the Corporate Strategic Plan objectives. * Ensures that the First Onsite health and safety policies and procedures are followed by all First Onsite personnel and sub-contractors. * Ensures a correctly established Branch Joint Health and Safety Committee and that all branch personnel is up to date with all health and safety procedures and training. * Reviews branch and district resource needs and supports /shares resources as required. * Develops a performance culture through a robust performance management process that ensures all associates receive regular feedback and specific development plans. * Develops a culture of 'employer of choice' to attract, retain and motivate the best quality team. *Education and Experience: * * Minimum 5 years' experience in the industry. * Proven job-related success in a construction management role. * Effectively use Word, Excel, Outlook, XactAnalysis. * Basic understanding of invoicing, billing and general math skills. * Relevant insurance industry work experience i.e. claims, operations etc. * College Diploma or certification in a recognized trade. * A combination of relevant training courses in related fields and relevant experience may be acceptable in lieu of the academic requirements. * IICRC or equivalent certifications are an asset but will train. Job Type: Full-time Salary: per year Additional pay: * Bonus pay Benefits: * Dental care * Disability insurance * Employee assistance program * Extended health care * Life insurance * Paid time off * RRSP match * Vision care * Wellness program Schedule: * 8 hour shift * Monday to Friday Work remotely: * No

    Example 3

    We are looking for a strong leader to join us in the role of Branch Manager, overseeing our Spartan branch in Dartmouth, NS. Reporting to the General Manager, the Branch Manager is responsible for managing all critical functions within the branch to ensure efficiency, safety and profitability. The Branch Manager takes responsibility for growth and development of their team as well as champions continuous improvement initiatives that help Hercules transform customer satisfaction into customer loyalty. *Main Accountabilities* * Creates and executes on all branch related policies, goals and objectives that support the company’s strategic plan * Leads daily branch activities with direct reports * Collaborates with staff to grow sales with new and existing customers * Creates the operating budget and sales forecasts that supports the company’s annual growth expectations * Integrates branch financial and planning activities to fund operations and increase profitability * Completes a comprehensive review of branch performance by analyzing financial statements, sales activity reports and staff productivity * Assembles job es and bids * Accountable to ensure product quality is met based on company and customer expectations * Seeks to understand by making informed decisions based on facts, while consulting key stakeholders * Fosters an engaging and productive work environment * Coaches staff in career and professional development *You Enjoy* * Rapidly evolving work environment * Prospecting for new business opportunities * Being challenged professionally and exceeding expectations * Setting and exceeding your goals * Leading people in a positive environment that fosters growth and development *Requirements: * * A university or college degree preferably in Business Management or a related discipline, or a combination of a high school diploma and relevant work experience * Management experience in operations is required * Experience in sales leadership is required * Excellent collaboration skills * General mechanical proficiency considered an asset * Must hold a valid driver’s license and be insurable * Able to provide references who will attest to your proven track record We offer a comprehensive compensation and benefits package that includes: * Competitive salaries * Generous RRSP matching program *5%* (after one year) * Full health and dental benefits (shared costs) * Great schedule-Monday to Friday 8-5 * Personal & Professional Development Opportunities * Fun & engaging working environment * Free parking *Please note*: Successful candidates will be required to pass a criminal background check; drivers abstract and reference checks as a condition of employment *The Hercules Group of Companies* is a privately owned Canadian company, headquartered in Dartmouth, Nova Scotia; it is comprised of four distinct SLR, Spartan Industrial Marine, Stellar Industrial Sales, and Wire Rope Industries Hercules Machining & Millwright Services as a division of Hercules SLR. While Hercules has grown into a multitude of industrial sectors, we specialize in equipment, products and services for securing, lifting and rigging applications. As an employer, we focus on continually enhancing the skills and capabilities of our employees and pride ourselves for building and improving upon our cultures of safety and dedicated customer service. Job Types: Full-time, Permanent Benefits: * Dental care * Disability insurance * Employee assistance program * Extended health care * Life insurance * On-site parking * Paid time off * RRSP match * Vision care * Wellness program Schedule: * Monday to Friday Work remotely: * No

    What does a Branch Manager do?

    A Branch Manager coordinates everything that happens at their branch. This includes working with customers to find the best solutions for their issues, creating strategies for sales success, and maintaining a positive workplace. In order for the branch to be successful, a Branch Manager must help staff achieve their performance goals. They must create a welcoming environment for staff and customers, and help resolve any issues either group may have.


    Branch Manager skills and qualifications

    A Branch Manager will need a variety of skills that will help them succeed in the role. Some of the key skills to be considered for a Branch Manager role include: 

    • Leadership skills
    • Strong strategic acumen for leading growth opportunities
    • Ability to multitask on a variety of projects 
    • Great verbal and written communication skills
    • Understanding of financials and related products


    Branch Manager experience requirements

    A Branch Manager will usually have experience working in a financial institution. This experience could be as a teller, financial advisor or a salesperson at a branch. They may have previously been an Assistant Branch Manager at another branch or financial institution as well. They should have financial or sales experience from prior roles. Any experience leading teams toward their goals, training staff, and providing mentorship to employees for growth is beneficial.


    Branch Manager education and training requirements

    A Branch Manager should have at least a high school diploma. Ideally, candidates will have some sort of post-secondary education in business, financial, marketing, or sales. There is no formal training through any accredited institution to be a Branch Manager. 


    Branch Manager salary expectations

    According to Indeed Salaries, the average salary for a Branch Manager is $63,300 per year. This salary will depend on the company, its location, and the experience of a candidate. 


    Job description samples for similar positions

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    Branch Manager job description FAQs


    What are the day-to-day duties of a Branch Manager?

    A Branch Manager may start their day by opening the branch for staff to begin their shifts. They may welcome customers as the branch opens and help with their inquiries. A Branch Manager will spend some time throughout their day working on strategies to create new opportunities for growth. They may meet with their staff to mentor them and help them reach their performance goals. They may sometimes cover lunch breaks for Tellers or sales staff. Every day may be slightly different, but these are the main day-to-day duties expected of a Branch Manager.


    Who does a Branch Manager report to?

    A Branch Manager may report to the Human Resources department of a financial institution or they may report to an Area or Territory Manager. This will depend on the company, its size, and the structure of the organization. They may report to the Human Resources department due to their role in mentoring and training staff, or due to the sales nature of the role they may report to a Territory Manager who oversees multiple branches in a given area.


    Who reports to a Branch Manager?

    As a Branch Manager oversees all aspects of operations of their branch, all staff at that location will report to them. This could include Assistant Branch Managers, Tellers, or salespeople. They will be tasked with hiring, retaining, and onboarding all of the above-mentioned staff. They will also be responsible for managing and hiring outside resources such as cleaning staff or security as needed. 


    What makes a good Branch Manager job description?

    A good Branch Manager job description will be clear and concise. It will highlight all of the necessary experience, training, and other requirements needed for the role. It will list all of the duties and responsibilities so that candidates know what to expect from the role. Ideally, it will list the salary and benefits of the role.

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