1220.0 - Australian Standard Classification of Occupations (ASCO) Second Edition, 1997  
Previous ISSUE Released at 11:30 AM (CANBERRA TIME) 31/07/1997   
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3211-13 Financial Institution Branch Manager

Manages the general operational activities of branches of banks, building societies, credit unions or similar financial institutions.

Skill Level:
The entry requirement for this occupation is an AQF Diploma or higher qualification or at least 3 years relevant experience. In some instances relevant experience is required in addition to the formal qualification.

Tasks Include:

  • develops and implements business plans, budgets, policies and procedures for the branch
  • maintains and monitors business records and prepares financial statements and reports
  • implements displays and promotes branch functions and business development
  • deals with customer inquiries to provide quotes and advice, and handles complaints
  • advises clients about interest rates, and investment and loan products
  • implements company policy covering compliance with security regulations
  • ensures compliance with occupational health and safety regulations
  • ensures that funds balance at the close of business
  • may interview applicants for loans
  • may review loan and credit applications and refer them to a centralised processing department

Specialisations:
Bank Manager
Building Society Manager
Credit Union Manager

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