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Branch Manager Job Description: Top Duties and Qualifications

Last updated: September 27, 2023

A Branch Manager, or General Manager, is responsible for overseeing and coordinating all operations of a branch. Their duties include hiring staff and heading the onboarding and staff training process, building rapport with customers and the community, creating and implementing strategies to improve productivity and sales performance in efforts to achieve the financial targets of the branch.

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Branch Manager duties and responsibilities

Employee mentorship and leading the charge in customer service are both areas that need to continually improve. Not only is the Branch Manager important to each of these areas to maintain relationships with current customers, but it’s also important for them to strategize for bringing in future customers. A Branch Manager’s duties include the following in order to ensure that the branch can excel: 

  • Prepare financial statements for the branch.
  • Manage employees and lead day-to-day responsibilities.
  • Recruit and interview new employees.
  • Assist with customer service to ensure overall customer satisfaction.
  • Oversee reports for budgets and financial reports.
  • Create plans and forecasts that are built to fit future needs.
  • Work to grow business and customer acquisition.
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Branch Manager Job Description Examples

Example 1

We are looking for a talented Branch manager to assign and direct all work performed in the branch and to supervise all areas of operation. You will manage staff, foster a positive environment and ensure customer satisfaction and proper branch operation. The successful candidate will have a hands-on approach and will be committed to the expansion and success of the business by implementing strategies that increase productivity and enable sales targets achievement.

Responsibilities
  • Direct all operational aspects including distribution operations, customer service, human resources, administration and sales
  • Assess local market conditions and identify current and prospective sales opportunities
  • Develop forecasts, financial objectives and business plans
  • Meet goals and metrics
  • Manage budget and allocate funds appropriately
  • Bring out the best of branch's personnel by providing training, coaching, development and motivation
  • Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
  • Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs
  • Address customer and employee satisfaction issues promptly
  • Adhere to high ethical standards, and comply with all regulations/applicable laws
  • Network to improve the presence and reputation of the branch and company
  • Stay abreast of competing markets and provide reports on market movement and penetration

    Skills
  • Proven branch management experience, as a bank manager or similar role
  • Sufficient knowledge of modern management techniques and best practises
  • Ability to meet sales targets and production goals
  • Familiarity with industry's rules and regulations
  • Excellent organizational skills
  • Results driven and customer focused
  • Leadership and human resources management skills
  • BS in Business Administration or related field

    Job Type: Full-time

    Pay: $30,000.00 - $40,000.00 per year

    Benefits:
  • 401(k)
  • Dental insurance
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Referral program
  • Tuition reimbursement
  • Vision insurance
    Physical Setting:
  • Office
    Schedule:
  • 8 hour shift
  • Weekend availability

    Ability to commute/relocate:
  • Duncan, OK 73533: Reliably commute or planning to relocate before starting work (Required)

    Experience:
  • Sales: 1 year (Preferred)
  • Management: 3 years Location: One location

    • Example 2

    Hood Distribution, is looking for a dynamic Branch Manager at its Milton, VT location. Hood Distribution is a market leader in the distribution of building products whose customers include building product retailers, cabinet shops, millwork houses, and similar businesses. The successful candidate should have experience in managing sales and marketing of products to businesses. Experience in wood products and mill operations is a plus. The Branch Manager will be responsible for daily operations, P&L, managing/development of staff, budgeting, marketing, and inventory management. Reporting to the Branch Manager are Outside Sales Representative, Inside Sales Representatives, and Operations Manager.

    Key Responsibilities Include:
  • Oversee the daily operations of the branch. Establish consistent processes, standards, and expectations for the branch to ensure ongoing performance within company, regulatory, and legal requirements.
  • Manage and monitor the financial performance and overall profitability of the branch.
  • Ensure that inventory is received, handled, stored and delivered as to minimize damage or any other loss.
  • Follow up on quality or specification issues brought by employees or customers.
  • Develop strategic and tactical plan to grow the branch's revenues and profit.
  • Identify and pursue opportunities to grow sales by developing new customers, and/or broadening product line penetration to existing customers.
  • Manage the human resources activities of the branch within the company policies and guidelines.
  • Consistently reinforce a commitment to customer-focus toward both internal and external customers.
  • Ensure continuous training and coaching for all branch personnel to maintain a productive and safe working environment.
  • Display the highest level of ethical behavior and respect for others.

    Requirements Include:
  • College degree in a business related field or equivalent experience;
  • Detail oriented with strong organizational and time management skills;
  • P&L experience with aspect to managing sales and operations;
  • Self-motivated/driven individual that has a can-do attitude to handle any customer or employee situation that may arise ;
  • Sales-driven, compelling manager who can seize new business and have the skills and leadership to maintain current business;
  • A minimum of 7 years of operations or sales experience;
  • A minimum of 3 years experience in a management capacity;
  • Excellent verbal and written communications skills to include the ability to speak effectively before groups of customers;
  • Computer (Excel, Word, & Outlook) and IT system literate.

    Hood Industries offers a competitive salary and an excellent benefits package including medical, dental, vision, cancer, life, 401k, and LTD, available first of the month following completion of one month of continuous full-time employment.

    Hood Industries requires that applicants consent to a background check and a drug screen to continue in the selection process. All employment offers are contingent on meeting our background check standards and successful passing of required drug test. If hired, you will be required to provide documentation indicating your legal right to work in the U.S.

    An Equal Opportunity Employer

    Job Type: Full-time

    Pay: $85,000.00 - $110,000.00 per year

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Tuition reimbursement
  • Vision insurance
    Schedule:
  • Monday to Friday

    Education:
  • Bachelor's (Preferred)

    Experience:
  • operations: 7 years (Preferred)
  • Sales: 7 years (Preferred)
  • management: 3 years Location: One location

    • Example 3

    Assistant Branch Managers work in conjunction with their Branch Manager lead the team with energy, professionalism, and an urgency to complete tasks.

  • Supervise the Drivers and warehouse operations to include guiding, assigning and training personnel to receive, store and distribute building material.
  • Oversee the daily operations of the warehouse to insure that orders are pulled timely and accurately and that they are loaded and unloaded for the vendor or customer promptly.
  • Oversee the dispatching of trucks for timely and accurate delivery of product to job sites.
  • The Assistant Manager will be responsible for managing all phases of inventory control to include purchasing, weekly cycle counts, pricing, review and disposition of damaged and outdated stock. Other duties include order processing, day-end balancing, and assisting with all other areas of running the branch.

    Qualifications:

  • Experience as a Supervisor or Assistant Manager in a warehouse environment, in the roofing or similar industry.
  • Product knowledge or if from a similar industry, ability to learn quickly.
  • Relevant purchasing and inventory management experience.
  • Must be organized, detail-oriented with minimal error rate, computer literate with knowledge of Microsoft Excel, Word and Outlook
  • Dedicated to service and sales excellence by developing lasting customer relationships.
  • Have excellent verbal and written communication, organizational and follow-up skills.
  • Knowledge of an ERP system is highly preferred. Agility software preferred, but not required as it is easily learned by someone who has database experience.
  • Embrace the mindset of the Make Money and Have Fun! culture
  • Have a valid driver s license, satisfactory driving record, and reliable transportation.
  • Be eligible to work in the United States for any company, and for any length of time, without sponsorship.
  • Authorized to work for any employer in the US without sponsorship for any length of time.
  • Able to pass criminal and driving background check and a pre-employment drug test.

    Job Location:
    Commercial Distribution Specialists - New Orleans
    *
    5501 Jefferson Hwy New Orleans, LA 70123
    Equal Opportunity Employer.

    Veteran Friendly Employer. SRS Distribution believes in hiring military veterans at any level for any position. We know your service trained you in many of the areas we value, such as; leadership, teamwork, performance, integrity, and safety. If your experience matches our requirements, we want you to apply today.

    Location: 5501 Jefferson Hwy New Orleans,LA 70123, New Orleans, LA Type: Full-time

    • Example 4

    Are you an inspirational leader who knows how to motivate your team while engaging and inspiring them?

    Do you enjoy driving change, setting goals and have your earnings tied to your results?

    Are you a proactive, take-charge person who enjoys influencing others and winning?

    If freedom, independence and influence are key factors to your best work life, then this may be the leadership position for you.

    What You'll Be Doing

    As an Branch Manager with Orkin, you will assume leadership of an operation in a high performance culture of revenue growth, profitability and customer satisfaction, exceeding sales goals and controlling your financial opportunity. Our Managers earn top wages, recognition, and opportunities for annual awards trips!
  • Lead all aspects of a branch upon completion of training.
  • Provide leadership and strategic focus through motivation and holding sales and service teams accountable for daily activities and achieving results.
  • Provide inspirational leadership in delivering customer retention results, through development of a motivated team dedicated to Customer Service and Retention.
  • Mentor and develop team members through field evaluations, and coaching and training opportunities.
  • Use your organizational leadership expertise to manage Profit and Loss statements and strategically invest in growth with balancing expense margins.
  • Identify operational deficiencies and implement plans for improvement.
  • Exercise your high level of recognizing and developing talent, when recruiting, selecting and training, all sales, service and customer service staff.

    We Offer
  • Great base pay plus bonus!
  • Company vehicle and gas card!
  • Quality, comprehensive training program
  • Market leading software including a company provided iPhone and iPad
  • Comprehensive benefits package including medical, dental, vision, maternity, & life insurance
  • 401(k) plan with company match, employee stock purchase plan
  • Paid vacation, holidays, and sick leave
  • Employee discounts, tuition reimbursement, dependent scholarship awards

    You'll need to have
  • Focus on winning and driven to be the best
  • Persistence in conquering objectives
  • 3+ years leadership experience in sales or operations
  • P&L experience
  • Valid Driver's License

    Why Orkin?

    Orkin is committed to helping team members achieve their personal and professional goals. We believe hiring a diverse and intelligent workforce is essential to success. Orkin offers individuals the chance to stand out from the crowd and do something different, while allowing team members to have a level of authority that most other companies cannot offer.
  • As the industry leader, our purpose is to help protect the world where we live, work and play.
  • Founded in 1901, Orkin is a global residential and business service provider who provides the most accurate, comprehensive, and efficient pest management services for both residential and commercial customers
  • The Pest Management Industry is growing and is a recession resistant line of business
  • Orkin is financially stable and growing as the largest subsidiary of Rollins, Inc., (NYSE: ROL), headquartered in Atlanta, GA

    But enough about us. We want to learn more about you.

    Apply today!

    Equal Employment Opportunity

    We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

    We require the ability to pass a drug screen. Candidates must meet the job requirements and perform job duties with or without accommodations.

    Job Type: Full-time

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Referral program
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance
    Schedule:
  • Day Location: One location

    • Example 5

    Rhino Roofing is now Hiring a Branch Manager.This individual will guide, direct, and coach employees to deliver exceptional service to customers and prospects. Supports sales and production activities to meet strategic profitability goals in compliance with requirements and Rhino policies and processes.

    The ideal candidate: An individual with a background in a leadership or sales management role, preferably in the Home Improvement industry. An individual that knows how to manage P&L and performance metrics. This individual is a motivator who possesses great communication, positivity, accountability, and decisiveness and is dedicated to employee development.

    We re here to help:As a member of the Rhino team you are valued, respected, and heard, and you have more ways to grow and make an impact with one of the fastest growing most aggressive roofing companies throughout the Midwest. We strive to help you make an impact from day one for yourself, your team, and our/your customers. We provide the tools and resources you need to reach new milestones. From in-depth training and coaching to manager support and network-building opportunities, we ll help you gain valuable experience, and broaden your skillset. By learning from a highly experienced welcoming and supportive management team from Des Moines IA to Springdale ARK we've got your back. At Rhino we gain strength through our loyal, motivated employees and our satisfied customers.

    Responsibilities include:

  • Evaluating employee performance and providing feedback and coaching as needed
  • Recognizing employee achievements and encouraging excellence in the work environment
  • Conducting regular operations meetings
  • Briefing employees on current goals and other relevant information
  • Interacting with customers on a regular basis to ensure satisfaction and gain useful feedback
  • Resolving customer problems as needed
  • Managing subcontractor scheduling & invoicing/billing
  • Coordinating with other branches
  • Adhering to high ethical and professional standards
  • Working with Ins. Company adjusters ensuring a smooth claims process
  • Planning inventory for the branch
  • Customer service
  • Review monthly reporting for accuracy
  • Track orders and update status with outside sales
  • Work closely with Regional Manager/Administrative Coordinator to ensure all orders are placed, scheduling & delivered

    Duties:

  • Planning and scheduling deliveries and installs
  • Customer Billing
  • Customer service
  • Manage staff and sales team
  • Manage and maintain relationships with local service providers
  • Maintain working relationships with local Ins Adjusters office & field
  • Open, close & maintain the local office

    Desirable Skills:

  • Sale Management experience
  • Team player
  • Willingness to set and maintain a high standard of sales expectations for the team
  • Roofing supply product knowledge

    Compensation and Benefits:

  • Very Competitive Base Salary
  • Very Competitive Individual Sales Percentage
  • Very Competitive Branch Sales Percentage
  • Bonuses earned based on revenue/profit
  • PTO (sick days and vacation)
  • Company Paid Holidays
  • Company Vehicle/Truck Provided

    Qualifications:

  • Typically, between 2-4 years of relevant sales/sales managment experience (not required)
  • Previous supervisory or management experience (not required)
  • Knowledge of competitive marketplace and sales
  • Working knowledge of AccuLynx or similar software (not required)
  • High level of verbal & written communication skills
  • Collaboration & team skills
  • Leadership & problem-solving skills

    Job Type: Full-time

    Pay: $75,000.00 - $250,000.00 per year

    Benefits:
  • Flexible schedule
  • Life insurance
  • Paid time off
  • Referral program
    Schedule:
  • Monday to Friday
    Supplemental pay types:
  • Bonus opportunities
  • Commission pay

    People with a criminal record are encouraged to apply



    Ability to commute/relocate:
  • Des Moines, IA: Reliably commute or planning to relocate before starting work (Required)

    Experience:
  • Sales: 1 year (Preferred)
  • Construction management: 1 year (Preferred)

    Willingness to travel:
  • 25% Location: In person

    • Example 6

    Overview
    At AMG Finance, we pride ourselves in being the personal loan company of choice for the communities we serve.

    If you pride yourself in providing the best customer service experience in the industry and are driven to meet and exceed sales goals, then this position may be the one for you!

    Why work at AMG Finance?
    AMG Finance is a family owned and operated company. While the company spans multiple states, the small, family feel is something unique that employees appreciate and is often not found in the larger, more corporate companies.

    Although we challenge our employees to be the very best they can be and reward them for achieving goals, we believe in doing what is right for our customer first. It's why our mission statement is: Your hometown lender where we put YOU, the customer, FIRST!

    Responsibilities

  • Greet and assist every customers in a professional manner
  • Process loan applications to determine customer eligibility
  • Educate customers on all product offering including loan options and insurance products
  • Work with past due customers to bring their account current through collection calls
  • Conduct solicitation calls to generate new business

    Qualifications:

  • High school degree or equivalent (required)
  • Goal oriented with sales skills and ambition
  • Prior experience in customer service or sales industry (preferred)
  • Ability to multitask and effectively manage time

    Benefits

  • Uncapped commission opportunities paid monthly
  • Additional monthly bonus opportunities
  • Medical, dental, and vision insurance
  • Vacation, sick and holiday pay

    Job Type: Full-time

    Pay: From $15.00 per hour

    Benefits:
  • 401(k)
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Paid time off
  • Vision insurance
    Shift:
  • 8 hour shift
    Weekly day range:
  • Monday to Friday
  • Weekends as needed



    Education:
  • High school or equivalent (Preferred)

    Experience:
  • Lending: 1 year (Preferred)
  • Collections: 1 year (Preferred)
  • Cash Handling: 1 year (Preferred)
  • Customer service: 1 year Location: In person

    • Example 7

    Job description

    Encompass Job description for Branch Manager/ this is a W-2 Opportunity w/health care benefits and more.

    The Self-Producing Mortgage Lending Branch Manager will oversee all branch activities' efficient and profitable operation and report all financial and operational information to company management so that we can help partner with you to ensure you have all the marketing, CRM, and other tools necessary to maintain steady growth. Encompass Lending Group will give you and your team access to one of the top 1- real estate companies for leads at no cost, and we can help build your book of Business and help your MLO team increase their production. We have good leads coming in and want to bring on Branch Managers who wish to take their Business to the next level. You will be impressed with the numbers, support, and ways we partner with you. We offer many products and will help with your branding. We provide several models you can select from that best fit your growth plan for your branch. Our pricing beats most.

    Responsibilities

  • Maintain financial responsibility for all expenses, wages, and asset management.
  • You would identify operational deficiencies and implement improvement plans.
  • Create and maintain a weekly report on operations and sales at the branch.
  • Hire and train all employees.
  • Qualifications
  • Bachelor's degree or equivalent in Business
  • 5+ years of management or supervisory experience in the mortgage industry.
  • Experience hiring and training individuals. We offer full benefits and 401 K Match Plan.

    Education:

  • Bachelor's (Preferred)

    Experience:

  • Mortgage Loan Officer: 2 year (Required)
  • Mortgage: 5 year (Required)

    License/Certification:

  • NMLS License (Required)

    Job Type: Full-time

    Competitive pay and in some cases higher than

    Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Vision insurance

    Schedule:

  • Flexable Schedule

    Supplemental pay types depending on team and branch manager experience.

  • Commission pay

    Ability to commute - we are setting up a branch in the PHX, AZ market

  • Prefer someone in the local market

    Experience:

  • Management: 4 years (Required)
  • Mortgage servicing: 4 years (Preferred)

    Work Location: Hybrid remote until we can put in branch location.

    Job Type: Full-time

    Pay: $80,000.00 - $375,000.00 per year

    Benefits:
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance
    Schedule:
  • Choose your own hours
    Supplemental pay types:
  • Bonus opportunities
  • Commission pay



    Ability to commute/relocate:
  • Houston, TX: Reliably commute or planning to relocate before starting work (Required)

    Experience:
  • Management: 4 years (Required)
  • MLO: 5 years Location: In person

    • What does a Branch Manager do?

    Branch Managers can work in a variety of industries. Usually, branch managers work for companies that have at least one other office or branch. They’re responsible for the overall productivity of their single office rather than the company as a whole. Their daily responsibilities can vary from day to day depending on the industry they work in and the size of their team, but overall, Branch Managers focus on supporting their team by providing the resources they need to get their jobs done.

    Branch Manager skills and qualifications

    A successful Branch Manager candidate will have various prerequisite skills and qualifications needed to do their best at the role. For Branch Managers, the main focus of qualifying them for the role is being able to lead and keep a steady head. This candidate should be able to: 

    • Multitask and have excellent time management skills
    • Mentor junior employees and lead a team
    • Show excitement for growing the business and acquiring new customers
    • Analyze financial records, plan and follow a budget
    • Show creative problem-solving
    • Analyze financial records
    • Focus on customer service and lead by example
    • Show strong attention to detail

    Branch Manager salary expectations

    Salaries for Branch Managers can vary depending on the size of the branch and factors such as the experience and background of the applicant, but the average Branch Manager salary is $60,418 per year.

    Branch Manager education and training requirements

    Typically, Branch Managers have a bachelor’s degree in finance or a related field. Backgrounds in business management can also be assets to these job positions. Many Branch Manager positions give preference to applicants who have a master’s degree. Experience in the field is also an important factor and can go far in making a candidate qualified.

    Branch Manager experience requirements

    Experience requirements vary depending on the position and the brand, but overall Branch Managers should have a firm grasp of business finance, great customer service and be detail driven.

    Job description samples for similar positions

    If this Branch Manager job description template isn’t what you’re looking for, see our job description for a related position:

    Ready to Hire a Branch Manager?Build a Branch Manager Job Description

    Frequently asked questions about Branch Managers

    Who does a Branch Manager report to?

    Branch Managers report to different supervisors depending on the industry they work in and size of their organization. If the company has many branches, the Branch Manager will probably report to a district or regional manager who oversees the Branch Managers for a number of locations. If there are only a few branches total, the Branch Manager might report directly to the Chief Operations Officer or a synonymous role.

    Often, Branch Managers work closely with the Human Resources department in addition to operations supervisors, since one of their primary responsibilities is ensuring their branch’s employees work productively and efficiently.

    What's the difference between a Branch Manager and a Regional Manager?

    Branch Managers and Regional Managers share some similar responsibilities. They oversee groups of employees and ensure the success of a section of their company. Branch Managers usually oversee a single office or branch, working with the same employees every day and maintaining a regular work schedule.

    Regional Managers, by contrast, often work in multiple offices, overseeing several branches and the Branch Managers that work there. Depending on the size of the organization and the location of its offices, Regional Managers might have substantial travel as a part of their job and keep unusual business hours in order to communicate with their staff.

    What are a Branch Manager's top priorities?

    While Branch Managers work in a variety of industries, they often share similar priorities: 

    • Building relationships: Branch Managers must have positive relationships with their staff, supervisors and clients. Fostering business relationships is a top priority for the branch’s success.
    • Developing business strategies: Branch Managers must create effective strategies for meeting the goals of the organization as a whole.
    • Continuing education: Great Branch Managers make professional development and continuing education a priority not just for their staff but also for themselves.
    • Improving resources: Branch Managers should regularly assess and update their resources and tools to better serve their staff, company and clients.

    What makes a good Branch Manager?

    Branch Managers have a lot of responsibility. They’re often held solely responsible by upper management for the success or failure of their branch and staff. The best Branch Managers understand that to get the best results from the company, they need to have the best people at work. Excellent Branch Managers focus on mentoring their staff and offering clear, effective leadership. When the staff is successful, the Branch Manager is successful.

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