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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.
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