Financial institution branch manager

What they do

Financial institution branch managers oversee the operations of a single branch of a bank, building society, credit union or similar financial institution located anywhere across Western Australia. They are responsible for ensuring the performance of staff, maintaining high levels of customer service, and for sustaining and expanding the business growth and profitability of a branch. They create and set business plans for a branch, collect data and compile reports on its progress, advise and consult with customers about their financial needs, and approve or decline loans. These managers also hire, train and manage staff, organise and run meetings, advertise and market their branch, and meet with external stakeholders and clients.

Working conditions

Financial institution branch managers work in specific branches of financial institutions such as banks, credit unions and building societies. They usually work in the office and administrative section of the branch as well as also speaking with customers. They usually work regular business hours, but may be expected to work long hours at times. Branch managers may be required to travel to other branches or their financial institution's main office to attend training or organisational meetings, or to other businesses or organisations to meet and talk with stakeholders or clients.

Tools and technologies

Bank managers use computers, especially financial and data management software. They need to be familiar with all financial management programs used in their branch, as they are often involved in the transfer and processing of large sums of money.

How do I become one?

Education and training

To become a financial institution branch manager, you usually need to gain a qualification in financial services, banking, finance or economics. Most employers will also require those working in management roles to have experience using leadership skills in a related industry or occupation. The education and training requirements for this occupation are undergoing a formal review. This may or may not lead to changes in the requirements.

Most universities in Western Australia offer relevant courses. Contact the universities you are interested in for more information.

Learn more about your study options.

Required registration and licensing