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Senior branch manager skills for your resume and career
15 senior branch manager skills for your resume and career
1. Risk Management
Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.
- Provided Risk Management and liability assessment when requested.
- Recruited positions from Branch Manager to SVP Risk Management, to COO.
2. Sales Targets
- Lead sales process to proactively achieve sales targets and loyalty.
- Direct responsibility of 10 sales reps including development of monthly sales targets and daily productivity review.
3. Performance Management
- Administered all aspects of human resources, performance management and training and development for a team of 20.
- Lead and develop an effective team through communication, performance management, development plans.
4. Client Relationships
- Develop existing business client relationships and prospects within the community for new commercial business.
- Managed client relationships and communicated effectively to keep clients informed throughout the process.
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.
- Developed and implemented 2011 Tampa business development plan, resulting in 22 potential new business opportunities.
- Support deposit and loan growth through active business development and community involvement.
6. Sales Process
- Manage a disciplined sales process, talent management and execute constructive performance reviews for teller and customer service representative staff members.
- Utilize audit/control process to keep fraud losses at a minimum without affecting sales process.
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Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.
- Conducted workshops to implement customer relations and product knowledge.
- Managed 9 Loan Officers in growing personal business and gaining product knowledge for success.
8. Community Involvement
- Exceed goals by developing new relationships through outside sales activities and community involvement in the market place.
- Generated sales leads through community involvement, referrals, and cold calls.
9. Human Resources
Human resources is a set of people in a business or a corporation that are designated to locate, interview, and recruit new employees into the company. They are also responsible to maintain the integrity of the employees and help them sort their problems out. They try to introduce and manage employee-benefit programs.
- Served as a professional consultant to clients in the areas of Human Resources and employment law.
- Gained knowledge in Human Resources policies and procedures, and learned state and federal regulations.
10. 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.
- Created proactive sales and service environment in order to maximize employee sales productivity and customer service effectiveness for existing potential customers.
- Increased Customer Service levels to best in Region through customer service appreciation events and enhanced coaching focused on associate behaviors.
11. Customer Satisfaction
- Manage the overall operations to ensure productivity and profitability of the branch as well as customer satisfaction.
- Developed and maintained relationships with customer representatives, ensuring customer satisfaction through quality service.
12. Financial Services
Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.
- Develop and retain profitable customer relationships through the consistent sales of financial services products.
- Created best performers (MDRT) and leaders in field of Life Insurance and financial services.
13. Securities
- Assure compliance with Federal Securities and State Insurance regulations and procedures.
- Supervised and trained the retail sales force for NevWest Securities, a locally owned and operated Broker/Dealerservicing national and international clients.
14. Cash Handling
- Cash handling and sales monitoring (includes foreign money).
- cash handling, opening new accounts).
15. Performance Reviews
Performance reviews refer to the official evaluation of a worker's performance done by the manager. The evaluation then helps the superior identify the worker's strengths and weaknesses and offers valuable feedback to help him overcome his shortcomings. This assessment also helps a worker set a future goal for himself and identify ways to better his future performance. Performance Reviews may be done on a monthly or yearly basis, depending on the company.
- Authored/delivered performance reviews; provided regular feedback and coaching; trained team on improving sales results through various remote-management styles.
- Write employee performance reviews and recommend salary increases/adjustments/promotions, and resolves employee behavior problems as they arise.
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What skills help Senior Branch Managers find jobs?
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What skills stand out on senior branch manager resumes?
Professor of Accounting, University of Wisconsin
The entire world is data driven, every college of business needs to add course work that teaches students how to analyze and interpret data. Not just accounting, but every college of business degree. A resume highlighting either a second major in information systems or completing course work in data helps to set students above the fray. We have added a data analytics course to our accounting program as well as having incorporated integrated data analytics into several other courses, as well.
Highlighting expertise in the use of Microsoft Excel on a resume (perhaps gained through both course work and internship experience) also will stand out.
The above examples are all required, pandemic or not, but with the pandemic, essential skills, like the ability to work independently, communicate effectively, solve unstructured problems, and think critically, have taken on much more importance. Luckily, these are all attributes that we help our students develop throughout our program.
While I am a full time professor, I do a fair amount of consulting and just completed a two and a half year stint as the Chief Financial Officer of a struggling business. The last two years of that work were done entirely remotely. The technologies we have available today to stay connected, share data, communicate, and collaborate all exist and are phenomenal. Microsoft 365 including Teams (I prefer this over Zoom, Skype, etc.) has been a gamechanger for both industry and academia. I can't imagine how any of us would have gotten through the last eighteen months without these products. Our students are well versed in all these products and have been experiencing their use in most of their classes in some form or another in the last year. So, they will start their careers already experienced in how to use them.
What technical skills for a senior branch manager stand out to employers?
Associate Professor of Accounting, Accounting Department Chair, Loyola University Maryland
Second, believe it or not, is writing. People think that accounting is all about numbers, but really, it's less about the math (which Excel does for you) and more about being able to explain the deeper meaning behind the results. Can you explain complex depreciation methods to an audit client? Give bad news to a tax client in an understandable way? These are big deals.
Third is data analytics. Given the immense volume of data now available to firms, someone who can extract, clean, and present that data using modern software tools will have an edge. It's really another form of communication, and one that early-career accounting professionals would do well to familiarize themselves with before entering the workforce.
What soft skills should all senior branch managers possess?
Thomas King
Department Chair, Director, Master of Accountancy Program, Professor, Accountancy, Case Western Reserve University
List of senior branch manager skills to add to your resume

The most important skills for a senior branch manager resume and required skills for a senior branch manager to have include:
- Risk Management
- Sales Targets
- Performance Management
- Client Relationships
- Business Development
- Sales Process
- Product Knowledge
- Community Involvement
- Human Resources
- Customer Service
- Customer Satisfaction
- Financial Services
- Securities
- Cash Handling
- Performance Reviews
- Branch Management
- Employee Engagement
- Background Checks
- Profiling
- Cross-Selling
- Sales Results
- Sales Culture
- Commercial Banking
- Performance Appraisals
- Revenue Growth
- Business Relationships
- Direct Reports
- Business Plan
- Customer Retention
- Bank Products
- Regulatory Compliance
- Financial Statements
- Office Operations
- Performance Evaluations
- Lenders
- Hsbc
- Customer Relations
- Loan Applications
- Client Satisfaction
- Gross Profit
- Commercial Loans
- FHA
- Loan Programs
- ATM
- Sales Production
- KPI
- Client Retention
- YOY
- REO
- Consumer Loans
Updated January 8, 2025