Branch banker vs manager finance planning and analysis

Differences between branch banker and manager finance planning and analysis duties and responsibilities

Branch banker example responsibilities.

• Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
• Have NMLS #for initiating loans.
• Oversee entire loan process including application, origination, and closing.
• Maintain the vault, the ATM, and associate security procedures.
• Send and receive wire transfers, NMLS certify, handle client complaints, etc.
• Process all teller transactions and balance individual cash drawer, branch vault, and ATM.
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Manager finance planning and analysis example responsibilities.

• Manage staff analysis and reporting on GAAP operating results and statutory consolidation.
• Evaluate and screen capital projects and business expansion initiatives achieving expect ROI and organizational success.
• Manage capital projects, coordinate profit planning and annual business meetings, and co-manage SOX compliance implementation.
• Manage payroll and control human resource expense budgets by identifying variance between budget and results and continuously improving working efficiency.
• Prepare payroll and manage all human resource functions including recruitment, training and performance reviews for all administrative and financial personnel.
• Implement 1st systematic forecast for balance sheet and cash flow in Hyperion planning providing senior management timely analysis for decision making.
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