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Branch account manager skills for your resume and career

Updated January 8, 2025

5 min read

Quoted experts

Dr. Timothy Edwards,

Jaunelle Celaire

Below we've compiled a list of the most critical branch account manager skills. We ranked the top skills for branch account managers based on the percentage of resumes they appeared on. For example, 16.8% of branch account manager resumes contained customer service as a skill. Continue reading to find out what skills a branch account manager needs to be successful in the workplace.

15 branch account manager skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how branch account managers use customer service:

Provided highly personalized customer service and good business relations; timely response and resolution of customer issues.
Demonstrated an exceptional level of customer service and professionalism in all interactions with internal and external clients.

2. Payroll

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Here's how branch account managers use payroll:

Handled Payroll and accounts receivable/collections.
Managed a branch of 8 employees and maintained all aspects of Human Resources, recruiting, payroll, and administrative duties.

3. Loan Applications

A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.

Here's how branch account managers use loan applications:

Earned credit decision authority to conduct review of loan applications for final approval analysis.
Communicate and submit loan applications to AUC to approve unsecured/secured loans beyond authorization.

4. Insurance Products

Here's how branch account managers use insurance products:

Assisted Branch Manager with leadership/delegation functions and provided recommendations of credit worthiness and sold insurance products.
Established new customer accounts and maintained existing accounts by providing commercial loans and insurance products.

5. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how branch account managers use business development:

Performed income verification, credit analysis, and new business development activities aligned with attainment of sales objectives.
Pioneered new business development opportunities, initiated Fortune 500 and small business account contacts, negotiated recruiting contracts.

6. Journal Entries

Journal entries can be defined as an act of keeping or making records of any transactions either economic or non-economic. The journal entries are made in the accounting systems of an organization. The entries are filled with two main fields; debit and credit. The debit and credit must be equal at the end of a journal entry else it is not considered correct. The journal entries also keep the date of transactions and the names of the accounts that were affected by the transactions.

Here's how branch account managers use journal entries:

Handled the recording, monitoring and reporting of all accounting transactions (cash summaries and journal entries).
Collaborated with the Corporate Office to update the general ledgers, journal entries, and running journals.

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7. Customer Accounts

Here's how branch account managers use customer accounts:

Review and resolve any issues regarding customer accounts to ensure customer satisfaction.
Service current customer accounts by coordinating payment options and solutions.

8. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how branch account managers use financial statements:

Prepare monthly financial statements and reports for corporate submission.
Analyzed Financial Statements, and communicated with Branch Managers.

9. Administrative Tasks

Here's how branch account managers use administrative tasks:

Performed administrative tasks such as cash drawer management, answering telephones, routine typing, ordering supplies and paying bills.
Manage the administrative tasks and cash control maintenance.

10. Real Estate Loans

Here's how branch account managers use real estate loans:

Process personal/real estate loans, take payments, manage cash drawer, sell insurance call collections
Processed personal, auto secured, and real estate loans from application to closing.

11. Credit Worthiness

Here's how branch account managers use credit worthiness:

Reviewed application information and credit report to determine credit worthiness.
Collected and analyzed financial situation and credit worthiness of clients.

12. General Ledger

Here's how branch account managers use general ledger:

Communicated differences to branch Operations Managers and adjusted general ledger accordingly.
Analyzed General Ledger accounts for Fuji Film distribution centers, including sales, costs of goods sold, and operating expenses.

13. Financial Reports

Here's how branch account managers use financial reports:

Submit financial reports required for the year end closing.
Initiated financial reports, monthly and quarterly forecast reports, required government reports, banking transactions related correspondence.

14. Customer Satisfaction

Here's how branch account managers use customer satisfaction:

Verified project completion ensuring customer satisfaction, and coordinated account billing with accounting staff members.
Ensured sustained growth by promoting, establishing and maintaining new business accounts and customer satisfaction.

15. Past Due Accounts

A credit card account in a bank or any other financial association that is past due in payment is called a past due account. Past due account holders are required to recompense their scheduled payments to the bank or their creditor. The more credit account holders are due, the more they are compelled by their lender to make the payment.

Here's how branch account managers use past due accounts:

Manage collection activities including processing payments and consulting with customers on past due accounts while providing solutions to meet their needs.
Completed billing, following up with debtors on past-due accounts, handled verification and Approval of payments.

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What skills help Branch Account Managers find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on branch account manager resumes?

Dr. Timothy Edwards

Professor, Interim Director, University of Arkansas at Little Rock

Writing and research skills. Analytical and critical thinking skills. Technical skills such as web design, graphic design, audio and video production skills. Employers are interested in potential employees knowledge, intelligence and skills.

What branch account manager skills would you recommend for someone trying to advance their career?

Jaunelle Celaire

Chair, Professor of Voice, University of Alaska Fairbanks

Never stop learning! This may consist of going back to school, earning new certifications in your field of study, attending conferences and seminars, and making sure that your time management is always at its finest level of excellence.

What type of skills will young branch account managers need?

Dr. Nicole Evans

Assistant Professor of Management, Goldey-Beacom College

Graduates need to demonstrate that they have soft skills when they enter the workforce. It is imperative that the soft skills fit the job description and are an obvious advantage in that role. Employers seek candidates that are personable, good communicators, clear thinkers, organized, empathetic, confident, and positive-just to name a few.

Do you want to know more?

List of branch account manager skills to add to your resume

The most important skills for a branch account manager resume and required skills for a branch account manager to have include:

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
Past Due Accounts
Loan Payments

Account Management
Fixed Assets
A/P
Insurance Claims
Auto Loans
Credit Reports
Trusting Relationships
A/R
Payment Arrangements
Collection Calls
HR
Customer Relations
Bank Deposits
Cold Calls
Credit Decisions
Customer Retention

Loan Closings
Loan Products
Customer Complaints
Mortgage Loans
Customer Inquiries
Insurance Sales
Credit Analysis
Branch Management
Bank Reconciliations
Credit Applications
Property Evaluations
Cash Drawers
Consumer Loans
Gross Profit

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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