Branch Manager Job Description

Finding qualified, reliable individuals to join your staff is an essential step in growing your business. We’re here to make the hiring process as easy as possible for you. In this guide, we’ll cover all of the following:


WHAT TO INCLUDE IN A JOB DESCRIPTION

A good job description should include a company overview and job overview, as well as an explanation of the associated responsibilities, skills & qualifications, and work environment. Below are some general guidelines for writing each of these sections effectively.

1. COMPANY OVERVIEW

Providing an accurate, concise description of your business is a great way to attract the right employees. Think of this section as an advertisement for your company -- why should prospective employees want to join your team?

Some useful things to include here are:

  • Core company values
  • Mission statement
  • Brief history of your organization
  • Anticipated growth
  • Business goals

 

2. JOB OVERVIEW

In a few sentences, describe the purpose, importance, and fundamental qualities of the position being offered. No need to be too specific or comprehensive here -- the idea is to provide a zoomed-out image of the role the applicant would be filling in your company.

3. RESPONSIBILITIES

This is where you’ll outline the specific day-to-day responsibilities of the job. Bullet-point format is typically the most practical way to present this information.

4. NECESSARY SKILLS & QUALIFICATIONS

List in bulleted format the skills & qualifications that are absolutely essential to this position. Consider as many specific conditions of the job as possible in order to create a complete list of qualifications an applicant must have in order to succeed.

5. PREFERRED SKILLS & QUALIFICATIONS

List in bulleted format the skills & qualifications that are not essential, but would make an applicant more eligible for the position being offered.

6. WORK ENVIRONMENT

Describe the environment in which the applicant would be spending most of their time. In this description, include information about:

  • Company culture
  • Pace of work
  • Amount of collaborative vs. independent activity
  • Who the employee will report to (or vice versa)

Branch Manager Job Description

Below is our branch manager job description. You can post it as-is to an online job board like ZipRecruiter, or download and customize it to match the unique aspects of your business. Keep in mind that adding a custom company overview and description of the work environment (outlined above) will help you draw in the right applicants.

Branch Manager Job Description

Job Overview:

Our branch manager is expected to smooth out a number of problems and tasks when on the job. From approving high-profile loans to overseeing the needs of the staff, they should be comfortable wearing a number of hats. We need them to be as financially savvy as they are personable. Our branch managers are expected to complete forecasts and set the goals of the branch so we can keep our organization on track. They should also have strong sales skills and feel comfortable marketing new products and services to our customers.

Responsibilities:

  • Hiring, training, managing, and overseeing general staff
  • Resolving both customer and employee disputes
  • Preparing financial forecasts and planning accordingly
  • Drafting a budget and allocating funds
  • Developing financial goals and designing programs to meet them
  • Seeking out new business and high-profile leads
  • Evaluating processes and making changes as necessary
  • Overseeing and tracking loans and lines of credit
  • Designing new products and services that will help our customers
  • Running status reports and presenting findings to senior executives
  • Helping design marketing campaigns that will reach our customers
  • Ensuring that the company adheres to ethical standards and relevant regulations
  • Researching competing markets and emerging financial needs

Necessary Skills & Qualifications:

  • At least 1 year in a financial management position
  • Strong problem-solving and math skills
  • Proven success in meeting financial goals
  • Thorough knowledge of formal regulations and best business practices
  • Expertise in customer service and sales
  • Strong written and verbal communication skills
  • Experience drafting budgets and forecasts
  • Bachelor’s degree in finance or business administration

Preferred Skills & Qualifications:

  • Formal training in modern management techniques or leadership
  • An existing network of high-profile clients
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3 STEPS TO TAKE WHEN HIRING EMPLOYEES

ENSURE LEGAL COMPLIANCE

Hiring employees can be an intimidating and time-consuming process, but it doesn’t have to be. We’ve created a hiring compliance checklist to help you get over the legal hurdles with ease. From obtaining an Employer Identification Number (EIN) to confirming work eligibility, our guide covers everything you need to know.

SET UP PAYROLL

Even if your business only has a few employees, setting up a payroll service can save you time for running your business and also ensure that your company is compliant with important federal requirements, such as employee withholding.

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We recommend Gusto, a user-friendly payroll platform for small businesses. Try out their services and get one month free.

Sign up now

ACQUIRE WORKERS' COMP INSURANCE

Workers’ compensation insurance provides financial and legal protection for your business and its employees.

Whether or not you need workers’ comp insurance for your company depends on the nature of the job, the employer-employee relationship, and the unique regulations of your state.

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Find out how much the right insurance will cost you.

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