Finance coach vs branch manager

Differences between finance coach and branch manager duties and responsibilities

Finance coach example responsibilities.

• Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
• Review home buying information with clients and discuss HUD programs available.
• Carry out office objectives while constantly reviewing company program guidelines and HUD funding conditions essential to reaching company goals.
• Compile capital vendor lists, analyze bank reconciliations, process goods receipt/invoice reports, and generate company codes while extensively learning excel
• Adhere to federal, IRS, federal reserve, lending, OFAC & NCUA regulations.
• Process accounts payable for company including cutting checks, setting up ACH payments, processing positive pay and check exceptions.
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Branch manager example responsibilities.

• Manage and coordinate a high volume sales pipeline from beginning to closing while ensuring all RESPA regulations are met.
• Warehouse operations plus office duties, A/P, A/R.
• Support A/R, A/P, and provide data analyzation from 12 branches to assist with annual budgeting projections/forecasting.
• Provide leadership for sales, customer service, operations, compliance, and ethics as branch manager of an in-store branch.
• Educate staff in areas of bank secrecy, bank regulations, and internal audit policy.
• Train agents and managers using office generate PowerPoint presentations, company flip charts and training videos.
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