Job Definition

  • planning, directing and coordinating the activities of staff in the branch
  • establishing and maintaining relationships with individual and business customers
  • providing advice and assistance to customers on their financial and insurance needs and with matters such as changes in law that may affect customers
  • examining, evaluating and processing loan and insurance applications
  • monitoring credit extension decisions
  • conducting financial investigations
  • overseeing the flow of cash and financial instruments, and the preparation of financial and regulatory reports
  • approving or rejecting, or coordinating the approval or rejection of, lines of credit commercial, real estate and personal loans
  • coordinating cooperation with other branches of the company
  • managing budgets, controlling expenditure and ensuring the efficient use of resources
  • overseeing the selection, training and performance of staff

    Educational level

    • Semi-skilled