Financial Company Branch Manager

きんゆうがいしゃしてんちょう

Industry & Occupation

Business, Finance & Consulting

Classification

Summary

As the branch head of a financial company, a managerial position responsible for overall branch management, including sales operations, performance management, customer service, risk management, and subordinate development.

Description

The financial company branch manager sets and achieves sales and profit targets for the branch, manages budgets, conducts credit screenings and risk management, guides and develops the sales team, promotes customer service and regional relationship building. While complying with compliance and internal controls, they improve branch operation efficiency and service quality, ensuring the profitability and sound growth of the branch. They grasp local economic conditions, provide financial solutions tailored to customer needs, and deploy company-wide strategies locally through collaboration with headquarters.

Future Outlook

Due to low interest rate environment and the rise of fintech, the role of branches is changing, requiring adaptation to digital channels and improved customer experience. Meanwhile, the importance of community-based face-to-face services remains, and branch managers are expected to balance management skills with digital literacy even more.

Personality Traits

Ambitious / Attentive / Calm and composed / Has leadership / Strong sense of responsibility

Work Style

Discretionary labor system / Flexitime / Office work / Partial remote work possible / Transfers possible

Career Path

General Staff/Sales Representative → Chief/Deputy Manager → Branch Manager → Area Manager → Headquarters Manager → Executive/Executive Officer

Required Skills

Budget Management / Compliance / Credit Screening / Customer Relationship Building / Sales Strategy Planning / Subordinate Development

Recommended Skills

Data Analysis / Facilitation / Negotiation Skills / Presentation Skills / Team Building

Aptitudes (Strengths Preferred)

Item Description
Analytical & Logical Thinking Logical thinking is required for branch performance analysis and budget management.
Attention to Detail & Accuracy Accuracy is required in compliance and internal control operations.
Communication Skills High dialogue skills are essential for customer service, subordinate guidance, and network building.
Initiative & Leadership Leadership is required to lead the organization toward achieving goals.
Numerical & Quantitative Analysis Mathematical analytical skills are indispensable for handling financial figures and KPIs.
Planning & Organization Planning ability is important for sales strategy formulation and business process improvement.
Problem Solving Essential for solving customer issues and addressing branch operation problems.
Stress Tolerance Necessary to withstand high responsibility and quota pressure.

Aptitudes (Weaknesses Acceptable)

Item Description
Physical Stamina & Endurance Mainly desk work, so little special physical stamina is required.

Related Qualifications

  • Banking Operations Certification
  • Financial Planning Skills Test
  • Securities Representative Type 1

Aliases

  • Branch Manager

Related Jobs

  • Banker
  • Deputy Branch Manager
  • Insurance Branch Manager
  • Sales Manager
  • Securities Company Branch Manager

Tags

Keywords