Responsible for taking decisions that are cost effective and generate revenue. Monitor the branch sales targets and strategize to acquire new accounts and expand existing accounts by offering various financial products and services to the customer.

As a Branch Operations Manager my task typically include ensuring a smooth branch operation; acting as the main custodian of the branch; liaising with the main office to enhance operational activities of the branch, soliciting new business and managing existing clients. They are responsible for supporting the Branch Manager in developing a local market sales plan, working with all branch personnel to meet or exceed the annual sales target, preparing and presenting a clear and persuasive sales presentation to customers, and negotiating with customers to enhance profitability.Branch operations managers also work by providing outstanding customer service, representing the branch on meetings, taking care of escalated client concerns and reporting sales activities, which include lead tracking, call log management, commission requests, expense reports, submission of proposals, job modeling, and profit forecasting. Also ensure the premises are clean and orderly, and check all equipment and make sure they are in good working condition.

Serves customers by completing account transactions. Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits. Sells cashier’s checks, traveler’s checks, and series e bonds. Answers questions in person or on telephone and refers customers to other bank services as necessary. Records transactions by logging cashier’s checks, traveler’s checks, and other special services; preparing currency transaction reports. Cross-sells bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers’ needs, and directing customers to a branch representative.