What does a branch banker do?
A branch banker is responsible for assisting the customers in performing their financial transactions, updating their account information, and resolving bank discrepancies. Branch bankers guide the customers in handling their personal finances and recommend financial services according to the customers' needs and qualifications. They also create financial reports and identify opportunities that would generate more revenue resources by conducting data and statistical reviews. A branch banker must have excellent analytical skills, as well as extensive knowledge of the financial industry, to manage financial functions and set regulations accordingly.
Branch banker responsibilities
Here are examples of responsibilities from real branch banker resumes:
- 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.
- Serve as secondary contact for new account openings and problem resolution, cross-selling applicable products and services to clients and prospects.8.
- Complete account opening and loan origination process.
- Generate business through profiling, cross-selling and telemarketing within the community.
- Coordinate the development and management of appropriate personnel information, management database providing seamless integration with payroll and other school functions.
- Interview customers to obtain information need for opening checking, saving, IRA accounts, and renting safe-deposit boxes.
- Open, maintain and complete client direct IRA s through recommend mandatory distributions/letter of office trust distributions.
- Provide notary service upon request.
Branch banker skills and personality traits
We calculated that 16% of Branch Bankers are proficient in Customer Service, Excellent Interpersonal, and Customer Relationships. They’re also known for soft skills such as Communication skills, Organizational skills, and Analytical skills.
We break down the percentage of Branch Bankers that have these skills listed on their resume here:
- Customer Service, 16%
Deliver an exceptional quality of customer service to ensure customer satisfaction.
- Excellent Interpersonal, 15%
Demonstrated strong oral and written communication skills and possess excellent interpersonal and customer relations skills.
- Customer Relationships, 10%
Solicited new and expanded existing customer relationships in market territory.
- Financial Solutions, 8%
Focus on delivering financial solutions to a diverse client population.
- Loan Payments, 6%
Assist with teller transactions including Deposits, withdrawals, loan payments, cash advances and purchases of monetary instruments as needed.
- Bank Products, 5%
Achieve goals by expanding existing relationships, acquiring new relationships, and leveraging bank products and services.
"customer service," "excellent interpersonal," and "customer relationships" are among the most common skills that branch bankers use at work. You can find even more branch banker responsibilities below, including:
Communication skills. One of the key soft skills for a branch banker to have is communication skills. You can see how this relates to what branch bankers do because "financial managers must be able to explain and justify complex financial transactions." Additionally, a branch banker resume shows how branch bankers use communication skills: "develop new business relationships around community by using interpersonal and communication skills, in addition to expanding existing client relationships. "
Organizational skills. Many branch banker duties rely on organizational skills. "because financial managers deal with a range of information and documents, they must have structures in place to be effective in their work.," so a branch banker will need this skill often in their role. This resume example is just one of many ways branch banker responsibilities rely on organizational skills: "team leader to train new wealth management bankers due to ranking, organizational, and sales skills. "
Analytical skills. This is an important skill for branch bankers to perform their duties. For an example of how branch banker responsibilities depend on this skill, consider that "to assist executives in making decisions, financial managers need to evaluate data and information that affects their organization." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of a branch banker: "maintained the data base of atm related issues. ".
Detail oriented. A big part of what branch bankers do relies on "detail oriented." You can see how essential it is to branch banker responsibilities because "in preparing and analyzing reports, such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors." Here's an example of how this skill is used from a resume that represents typical branch banker tasks: "maintained high standard of performance record through exceptional customer service, attention to detail and thorough follow-up. "
Math skills. A commonly-found skill in branch banker job descriptions, "math skills" is essential to what branch bankers do. Branch banker responsibilities rely on this skill because "financial managers need strong skills in certain branches of mathematics, including algebra." You can also see how branch banker duties rely on math skills in this resume example: "provide bank services to a diversecustomer base.skills usedextensive cash handling, which requires ability to perform basic math functions. "
The three companies that hire the most branch bankers are:
- PNC596 branch bankers jobs
- The PNC Financial Services Group505 branch bankers jobs
- JPMorgan Chase & Co.196 branch bankers jobs
Choose from 10+ customizable branch banker resume templates
Build a professional branch banker resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your branch banker resume.
Compare different branch bankers
Branch banker vs. Accounts receivable manager
An accounts receivable manager is responsible for overseeing the financial matters in a business or company, focusing on the generated sales and income. Moreover, they are also responsible for maintaining an accurate and efficient collection of payments, conducting research and analysis, and supervising the workforce, striving to meet all the goals within the allotted time. As a manager in the department, it is also vital to lead fellow skilled professionals and implement the policies and regulations of the company or organization.
There are some key differences in the responsibilities of each position. For example, branch banker responsibilities require skills like "excellent interpersonal," "customer relationships," "financial solutions," and "loan payments." Meanwhile a typical accounts receivable manager has skills in areas such as "accounts receivables," "financial reports," "payroll," and "customer accounts." This difference in skills reveals the differences in what each career does.
Accounts receivable managers really shine in the technology industry with an average salary of $83,928. Comparatively, branch bankers tend to make the most money in the finance industry with an average salary of $32,567.accounts receivable managers tend to reach similar levels of education than branch bankers. In fact, accounts receivable managers are 0.1% less likely to graduate with a Master's Degree and 0.3% more likely to have a Doctoral Degree.Branch banker vs. Accounts payable manager
An accounts payable manager is in charge of supervising a company's financial activities, particularly in all payable matters. Their primary responsibilities revolve around managing and assessing staff performances and overseeing check and payroll disbursements. They also take care of maintaining and securing records of employees, clients, and company finances, and implement company objectives while ensuring accuracy in all operations. Furthermore, as a manager, it is essential to uphold all company policies and regulations, all while leading and encouraging staff in a joint effort to accomplish goals and tasks.
In addition to the difference in salary, there are some other key differences worth noting. For example, branch banker responsibilities are more likely to require skills like "excellent interpersonal," "customer relationships," "financial solutions," and "loan payments." Meanwhile, an accounts payable manager has duties that require skills in areas such as "purchase orders," "vendor invoices," "financial statements," and "payroll." These differences highlight just how different the day-to-day in each role looks.
On average, accounts payable managers earn a higher salary than branch bankers. Some industries support higher salaries in each profession. Interestingly enough, accounts payable managers earn the most pay in the finance industry with an average salary of $70,221. Whereas branch bankers have higher pay in the finance industry, with an average salary of $32,567.In general, accounts payable managers achieve similar levels of education than branch bankers. They're 0.4% more likely to obtain a Master's Degree while being 0.3% more likely to earn a Doctoral Degree.Branch banker vs. Manager finance planning and analysis
A manager finance planning and analysis oversees the daily operations of a company's financial planning department. They typically have administrative duties such as setting goals and guidelines, establishing timelines and budgets, delegating tasks among teams and staff, and reviewing financial reports regularly. They also perform research and assessments, gather and analyze financial data from different departments, coordinate staff, and solve issues and concerns when any arise. Additionally, as a manager, they must lead and empower staff to reach goals while implementing company policies and regulations.
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from branch banker resumes include skills like "customer relationships," "financial solutions," "loan payments," and "bank products," whereas a manager finance planning and analysis is more likely to list skills in "financial performance," "financial planning analysis," "financial analysis," and "financial models. "
Managers finance planning and analysis earn the highest salary when working in the manufacturing industry, where they receive an average salary of $109,735. Comparatively, branch bankers have the highest earning potential in the finance industry, with an average salary of $32,567.managers finance planning and analysis typically earn higher educational levels compared to branch bankers. Specifically, they're 16.5% more likely to graduate with a Master's Degree, and 0.2% more likely to earn a Doctoral Degree.Branch banker vs. Collections manager
A collections manager is an individual who manages a staff of collectors whose job is to contact companies and individuals for the late payments on the products and services they have received. Collections managers oversee a company's process of retrieving money owed to them by assigning collectors to collect the money. They are required to handle customer complaints and must negotiate with customers about payment arrangements to ensure they are being paid. They also provide reports on the collection department's progress, statistics, and data analysis.
Even though a few skill sets overlap between branch bankers and collections managers, there are some differences that are important to note. For one, a branch banker might have more use for skills like "excellent interpersonal," "customer relationships," "financial solutions," and "loan payments." Meanwhile, some responsibilities of collections managers require skills like "collection management," "portfolio," "fdcpa," and "delinquent accounts. "
Collections managers enjoy the best pay in the health care industry, with an average salary of $60,577. For comparison, branch bankers earn the highest salary in the finance industry.collections managers reach similar levels of education compared to branch bankers, in general. The difference is that they're 0.5% more likely to earn a Master's Degree, and 0.4% more likely to graduate with a Doctoral Degree.Types of branch banker
Updated January 8, 2025
