Financial and insurance services branch managers

Role Responsibilities

  • Planning, directing and coordinating the activities of staff in the branch
  • Establishing and maintaining relationships with individual and business customers
  • Providing advice and assistance to customers on their financial and insurance needs and on matters such as changes in law that may affect customers
  • Examining, evaluating and processing loan and insurance applications
  • Monitoring credit extension decisions
  • Conducting financial investigations
  • Overseeing the flow of cash and financial instruments, and the preparation of financial and regulatory reports
  • Approving or rejecting, or coordinating the approval or rejection of, lines of credit for commercial, real estate and personal loans
  • Coordinating cooperation with other branches of the company
  • Managing budgets, controlling expenditure and ensuring the efficient use of resources
  • Overseeing the selection, training and performance of staff

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    Skill level