Portal eMASCO

Financial and Insurance Branch Manager plan, control and coordinate the branches of institutions that provide financial and insurance services such as banks, credit unions and insurance companies for one or more of their branches or department.

Alternative Names

Financial Branch Manager

Insurance Branch Manager

Tasks

planning, directing and coordinating the activities of workers in branches, offices or departments such as the establishment of bank branches, brokerage firms, risk and insurance departments, or credit departments

overseeing the flow of cash and financial instruments

approving or rejecting, or coordinating approval and rejection of credit and commercial, real estate and personal loans

Checking, evaluating and processing loan applications

Evaluating financial reporting systems, accounting and collection procedures and investment activities, and make recommendations for procedural changes, operating systems, budget allocations, and other financial control functions

Providing operational assessments in risk reports for management analysis

Submitting delinquent accounts to attorneys or outside agencies for collection

Managing, planning, scheduling and monitoring the assignments of other employees

Performing related tasks

networking within communities to find and attract new business