Financial Institution Branch Manager

Highly relevant tasks include, but are not limited to:

• Organising and controlling the general operational activities of a branch of a bank, building society, credit union or similar financial institution.
• Observing laws and regulation.
• Controlling the training and supervision of staff.

Additional tasks may include:

• Enhancing branch profitability and market share.
• Ensuring compliance with regulatory and legal requirements.
• Implementing bank policies, procedures and regulations.
• Maintaining branch security.
• Ensuring customer service standards are met.
• Maintaining records of branch activities.
• Liaising with higher management as required.

To be considered as a Financial Institution Branch Manager, the role must plan and control the entire operations of the branch. Roles that only oversee part of the branch’s activities (such as customer service) will not meet the requirements.

When applying for a Skills Assessment, please ensure you submit sufficient evidence supporting your proof of identity, qualification and employment claims. A full list of the documents required can be found on the VETASSESS website under Eligibility Criteria.

If you are nominating this managerial occupation, you must submit an organisational chart. This chart should include:

• The company letterhead.
• Your job position.
• The job positions of your superiors and subordinates as well as all positions reporting to your immediate supervisor and your direct subordinates.

The chart should also indicate the department’s location within the overall company structure.

If you are unable to obtain an organisational chart from your employer, you must provide a statutory declaration outlining the required information and the reasons why you cannot provide the information.

You should provide an official position description for your role, if available, as well as any relevant promotion or transfer letters. You should provide documentation that makes the scope of your role clear, and clearly shows the point at which you took overall control of the branch as manager.

While the VETASSESS Skills Assessment for migration purposes is distinct from an assessment for professional membership or registration purposes, you are advised to provide copies of relevant professional membership/ licensing documents (including from overseas) if held.

You are also further encouraged to provide evidence of membership of or affiliation to industry or professional bodies; and copies of any relevant prizes, certificates or other forms of commendation.

You should also provide details of any relevant training or professional development courses undertaken. These may be detailed in the Curriculum Vitae/Resume provided.