3211-13 Financial Institution Branch Manager
Manages the general operational activities of branches of banks, building societies, credit unions or similar financial institutions.
Skill Level:
The entry requirement for this occupation is an AQF Diploma or higher qualification or at least 3 years relevant experience. In some instances relevant experience is required in addition to the formal qualification.
Tasks Include:
- develops and implements business plans, budgets, policies and procedures for the branch
- maintains and monitors business records and prepares financial statements and reports
- implements displays and promotes branch functions and business development
- deals with customer inquiries to provide quotes and advice, and handles complaints
- advises clients about interest rates, and investment and loan products
- implements company policy covering compliance with security regulations
- ensures compliance with occupational health and safety regulations
- ensures that funds balance at the close of business
- may interview applicants for loans
- may review loan and credit applications and refer them to a centralised processing department
Specialisations:
Bank Manager
Building Society Manager
Credit Union Manager
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