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Occupation Information
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Financial Institution Branch Manager
Manager (Financial Institution Branch) )



Duties and Tasks
Quick Facts
Work Conditions
Personal Requirements
Related Industries
Labour Market
Related Jobs
Earnings
Related Courses
Further Information
State Specific Information

Occupation Video
 

Explaining to a customer the requirements for a loan
Explaining to a customer the requirements for a loan

Financial institution branch managers direct the local activities of the branches of banks and related financial institutions such as building societies and credit unions. 

Fact Sheet

Duties and Tasks

Financial institution branch managers may perform the following tasks:

  • develop and put into practice business plans, policies and procedures for the branch
  • keep systematic business records and prepare financial statements, budgets and reports
  • promote the institution with local clients and firms in order to generate business for the branch
  • give financial advice about interest rates, and investment and loan products
  • deal with customer inquires and complaints
  • make sure that the branch conforms with security regulations
  • make sure that the branch's funds balance at the close of business and investigate any discrepancies
  • interview applicants for loans
  • check loan and credit applications and make recommendations to the institution's central processing department.

Info Icon Quick Facts

Learning Area English  
Mathematics  
Work Demand Including good vision for detail  
Including reading or writing  
Work Field Business, Administration and Sales  
Work Interest Helping or Advising  
Organising or Clerical  
Skill Level Professional Jobs  
Quick Facts

Work Conditions

While financial institution branch managers mainly work indoors, they may be required to travel between branches. Working hours can therefore extend beyond the normal opening hours for the branch.

Personal Requirements

  • good oral and written communication skills
  • good organisational and time management skills
  • some ability in mathematics
  • able to work under pressure
  • leadership skills
  • able to analyse and solve problems

Related Industries

Auxiliary Finance and Insurance Services
Finance

Labour Market

Information

Australian JobOutlook for Other Hospitality, Retail and Service Managers

Vacancies

Australian JobSearch for Branch Accountants and Managers (Financial) (ALL AUSTRALIA)
Work Opportunities websites

Related Jobs

Auditor
Bank Officer
Financial Dealer/Trader
Financial Dealer's Assistant
Financial Planner
Insurance Investigator

Earnings

View text version of earnings

Occupation Earnings Graph

Occupation Mean Weekly Earnings Graph

How Much?

Related Courses

New South Wales / ACT
Northern Territory
Queensland
South Australia
Victoria
Western Australia

See State Specific Information below for further education and training options.

Further Information

Australian Institute of Professional Counsellors (NT and TAS)
Finance Sector Union (Sydney Branch)
Finance Sector Union (WA Branch)
Northern Territory Correctional Services Training and Staff Development
NSW Department of Planning
Thoroughbred Breeders Australia

State Specific Information

New South Wales / ACT
Northern Territory
Queensland
South Australia
Tasmania
Victoria
Western Australia

Performing a routine credit check on a customer
Performing a routine credit check on a customer

Occupation Video - Financial Institution Branch Manager

Video courtesy of Rural Skills