What is the Branch Manager (Mutual Fund Dealer) role?

The Branch Manager is responsible for achieving branch business goals at a bank branch while implementing and monitoring compliance with bank policies and procedures as well as maintaining operational integrity. To be successful the Branch Manager requires a broad knowledge of retail banking products and services, in-depth knowledge of personal credit and mortgage lending (including small business credit), and must be familiar with the information contained through in-house systems. They also require familiarity with transaction processing, teller functions, mutual fund sales, referrals to other business partners, and complaint handling. In some cases, the branch manager of the bank is also the mutual fund compliance officer and is thus responsible for ensuring branch compliance with regulations pertaining to mutual fund sales and distribution within the branch.

What are the responsibilities of this role?

  • Maximizing branch revenues, sales, and customer satisfaction
  • Minimizing operating losses
  • Providing personnel management, coaching and supervision of branch staff
  • Prioritizing, managing and communicating promotional campaigns and product initiatives

What are the alternate names for this role?

Branch Manager Personal Banking, Branch Manager Full Service Banking, Branch Manager Private Banking Center, Branch Manager Commercial Banking Center.

What is the earning potential for this role?

Avg Salaries from Canadian job sites

What are the required & recommended credentials and courses?

Below are the courses and credentials required and/or recommended for this career.

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