How to hire a branch account manager

How to hire a branch account manager, step by step

Here's a step-by-step branch account manager hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a branch account manager job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new branch account manager
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you start hiring a branch account manager, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them a branch account manager to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a branch account manager that fits the bill.

   This list shows salaries for various types of branch account managers.

   Type of Branch Account Manager	Description	Hourly rate
   Branch Account Manager	Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.	$16-32
   Risk Manager	A risk manager is responsible for analyzing potential risks that may affect the organization's operations, reputation, and market credibility. Risk managers identify risk controls and discuss business contingency plans for unforeseen circumstances to prevent delays in operational services... Show more	$40-76
   Tax Manager	A Tax Manager is responsible for managing tax reporting and compliance within an organization. They provide innovative tax planning and prepare state and federal tax returns for companies.	$33-62

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Payroll
   • Loan Applications
   • Insurance Products
   • Business Development
   • Journal Entries
   • Customer Accounts
   • Financial Statements
   • Administrative Tasks
   • Real Estate Loans
   • Credit Worthiness
   • General Ledger
   • Financial Reports
   • Customer Satisfaction

   Check all skills

   Responsibilities:

   • Manage accounts while providing excellent customer service, help build financial relationships, redirecting calls in upselling credit per customer needs
   • Close loans in accordance with NMLS policy and procedure.
   • Maintain detail sales and account information in corporate customer relationship management (CRM) system in support of cross-departmental business intelligence.
   • Conduct weekly seminars on recruiting new members and competitive lenders.

3. Make a budget

   Including a salary range in your branch account manager job description is one of the best ways to attract top talent. A branch account manager can vary based on:

   • Location. For example, branch account managers' average salary in new hampshire is 33% less than in maryland.
   • Seniority. Entry-level branch account managers 49% less than senior-level branch account managers.
   • Certifications. A branch account manager with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a branch account manager's salary.

   Average branch account manager salary

   $49,275yearly

   $23.69 hourly rate

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   Entry-level branch account manager salary

   $35,000 yearly salary

   Updated December 16, 2025

4. Writing a branch account manager job description

   A job description for a branch account manager role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a branch account manager job description:

   Branch account manager job description example

   Your career path has many avenues available for you to succeed. Are you looking to advance at a rate that matches your ambition and skill set? At Bunzl, we understand and want to invest in you. With our multi-career options, you'll not only be able to find the adventure you are looking for today, but can be confident that new opportunities will be there for advancement in your future.
   
   At Bunzl, we know that our employees are our number one asset. We seek to recruit and retain the right people who are passionate about our business and we provide opportunities for our employees so that they may progress within our company based on their talents, experiences, and their aptitude.
   
   The Branch Accountant is responsible for Accounting functions including Accounts payables, reconciliations, and performing analysis of variances when necessary.
   **_Responsibilities:_**
   
   + Process payment and debit request in AP system
   
   + Calculating and managing customer contracts and rebates
   
   + Maintain and update multi-tier trade discount and process credit to customers
   
   + Responsible for issuing credit memos/debit memos when approved
   
   + Perform day to day financial transactions, including verifying, classifying, and recording accounts payable data
   
   + Verify and investigate discrepancies, if any, by reconciling vendor accounts and monthly vendor statements
   
   + Assist with Month end accounting closing
   
   + Audit customer trade discount tiers with account reconciliation
   
   **_Requirements:_**
   
   + Bachelor's degree in accounting or related preferred
   
   + Minimum 2-year experience in general accounting including accounts payable
   
   + Experience in the preparation of account reconciliations and assist month-end activities.
   
   + Strong problem solving, analytical and investigation skills
   
   + Communication skills to include Microsoft Excel, Word and Outlook; AS400 experience is a plus
   
   + Excellent verbal and written communication skills
   
   + Ability to multi-task projects and possess a general knowledge of business principles
   
   + Must be detail oriented and be able to work under pressure with repetitive and tedious work
   
   + Self-motivated with ability to work independently or as a team
   
   **So, what are you waiting for? A new career awaits you with endless opportunities.**
   
   Bunzl is a global leader in the Cleaning & Hygiene, Food Processing, Grocery, Health Care, Non-Food Retail, and Safety industries. We have grown both organically and through acquisitions to sales in excess of $10 billion.
   
   Bunzl North America is headquartered in St. Louis, Missouri. Bunzl North America owns and operates more than 100 warehouses and serves all 50 states, Puerto Rico, Canada and parts of the Caribbean and Mexico. With more than 4,800 employees and 400,000 plus supplies, Bunzl is regarded as a leading supplier in North America.
   
   _Bunzl Distribution offers competitive salaries, a comfortable work environment, and a full range of benefits including a 401k with a company match._
   
   _Bunzl Distribution has a tradition of commitment to equal employment opportunity. It is the established policy to attract and retain the best qualified people without regard to race, color, religion, national origin, gender, sexual orientation, age, disability or veteran status as provided by law._
   
   Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
   
   The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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5. Post your job

   There are a few common ways to find branch account managers for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your branch account manager job on Zippia to find and recruit branch account manager candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Recruiting branch account managers requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new branch account manager

   Once you've selected the best branch account manager candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   To prepare for the new branch account manager first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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