Branch Manager

  • Bangalore, Chennai, Delhi, Mumbai, Pune, Bhopal, Coimbatore, Nellore, Vellore, Vijaywada, Bikaner
  • 30-45 lakh
  • 1-7 years
  • 19 May 2015

  • Sales/ Business Development/ Account Management, Operations

  • Banking - Retail, Financial Services/ Capital Markets, Banking - Corporate
Job Description

The role of the Branch Manager is to staff, build, coach, develop, lead and motivate a team that is capable of analyzing the clients' needs and recommending financial solutions that create a lasting client relationship. The Branch Manager is responsible for functions that align with the CFServ Sales Process and Consultative Sales Process Framework (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive client experience.
The Branch Manager also ensures that branch operations are effective and compliance requirements are met.

Branch Staffing & Performance Coaching:

Responsible for the staffing of the branch including recruiting/identifying talent and interviewing and selecting the branch team with involvement from ARL and Operations Leader
Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual professional growth plans
Ensure the Branch team is trained on CFServ's products, sales, and service models
Responsible for developing the branch team's understanding of CFServ's products and services, CFServ's sales and service process and the competitive landscape
Conduct regular branch meetings
Engage in a disciplined approach to human capital by holding the branch team accountable for performance, providing training and recognizing/rewarding high performers
Lead by example and ensure consistent delivery of distinctive service for all clients

Branch Operations

Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch KSAP (branch self assessment program) tasks
Ensure satisfactory or better branch audits
Review and certify completion of continuity and recovery activities
Ensure the branch focuses on operational processes to enhance the client experience
Report and follow up on branch facility issues that hinder branch operations
Monitor and coach customer service behaviors to exceed service measurement goals within the branch
Provide opportunities for the service staff to observe sales interaction
Accountable for daily NSF review/weekly overdraft monitoring

Opportunity Management

Establish and communicate branch performance standards regarding client follow up, ensure proper focus in client relations, introduce members of the team to the client and participate in client appreciation events
Ensure Tellers are making client and account referrals in accordance with their established Teller referral goals
Branch Managers in Non Business Intensive branches focus on retaining and expanding small business clients in the Book of Business Focus/Grow category
Branch Managers in Business Intensive branches should focus on acquiring, retaining and deepening small business relationships

Needs Assessment:

Review client needs and understand how the solution fits the client
Create and maintain active calling plan for Book of Business clients and prospects
Model and inspect the completion of electronic client profiles in the Client Experience (CE) Desktop
Discuss features and benefits of multiple products and services that may meet client needs to ensure the client selects the best product for them
Engage business partners as needed to bring the best solution to the client


Communicate across branch team to build relationships with all team members and create realistic expectations in the sales process and effectively resolve differences
Walk through expectations with the client and ensure that the solution meets the client's needs
Encourage business referrals in every sales process to generate profitable revenue
Accountable for risk management and compliance for the branch within established parameters


Ensure that client follow up calls are conducted by end of business day to confirm client understanding
Maintain and call on a client book of business
Ensure Branch financial goals are met or exceeded
Develop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on cross selling and referrals; effectively manage internal and external COIs
Ensure that the Branch operations are operating effectively/efficiently, maintain compliance, reporting requirements and client needs are being met
Manage employee hours worked in accordance to and compliant with CFServBank's time tracking policies
Utilize the annual district marketing plan to maximize community visibility, production, profitability and people resources

Job Posted By

About Organisation