BRANCH MANAGER JOB DESCRIPTION

A Branch Manager who cannot read a profit and loss statement weekly will lose margin before the quarter closes. This role owns the full operational and commercial output of a single branch location, from headcount decisions to sales pipeline, within a multi-site business structure. It answers to regional leadership while setting the standard for how a local team performs against revenue, safety, and customer retention targets. Good branch management is invisible; poor branch management shows up in every number on the monthly operating review.

As the Branch Manager, you are accountable for the operational health and revenue performance of your branch, including hiring and developing a team, managing profit and loss, and converting sales opportunities into closed business. You operate within a regional structure, working alongside peers and reporting upward to regional or area leadership while holding full accountability for your location's results.

Career Impact: Branch Managers who consistently deliver against P and L targets and grow a customer base build the track record that opens doors to Area Manager and Regional Manager roles within multi-site organizations.

Business Impact: The branch's revenue, customer retention rate, and safety record move directly with the decisions this person makes about staffing levels, sales activity, and operational standards.

Growth Opportunity: Owning a full P and L at the branch level develops the financial acumen, people leadership depth, and commercial negotiation range that regional and director-level roles require.

• Lead daily branch operations across sales, service, and administrative functions to meet revenue and margin targets.
• Own branch profit and loss, including cost control, budget preparation, and monthly financial reporting to regional leadership.
• Drive new business development by sourcing and qualifying leads, preparing proposals, and closing orders with new and existing accounts.
• Hire, coach, and evaluate branch staff, setting clear performance goals and individual development plans.
• Manage and grow existing customer accounts by identifying expansion opportunities and maintaining consistent service standards.
• Monitor branch KPIs weekly, including safety compliance, staffing productivity, and customer retention metrics.
• Enforce operational standards and ensure all branch activity aligns with company policies, regulatory requirements, and audit procedures.
• Oversee safety programs including site visits, incident reporting, OSHA compliance, and drug and alcohol testing protocols.

• Bachelor's degree in business, management, or a related field, or equivalent work experience.
• 5 or more years of branch operations or business management experience, with direct profit and loss responsibility.
• Demonstrated ability to hire, develop, and lead teams across mixed functions including sales, operations, and service.
• Proven record of growing a customer base through consultative sales, account management, and business development activity.
• Strong financial acumen, including experience reading monthly operating statements, preparing budgets, and controlling direct labor costs.
• Knowledge of workplace safety regulations, including OSHA compliance requirements applicable to branch or field operations.
• Excellent written and verbal communication skills, with the ability to present performance data clearly to regional leadership.

• Experience managing branch operations in a multi-site or franchise-style organizational structure with standardized reporting requirements.
• Background in staffing, equipment rental, freight forwarding, or another service-based industry where branch P and L accountability is explicit.
• Valid driver's license with a clean driving record, required for customer site visits and worker dispatch oversight.
• Bilingual proficiency in English and Spanish, an advantage in markets with diverse customer and workforce populations.

• Branch net operating income as a percentage of revenue, measured against quarterly budget.
• Monthly P and L variance, tracking actual costs against the approved annual budget line by line.
• Customer retention rate across managed accounts, reflecting account management consistency and service delivery.
• New business revenue closed per quarter, measuring pipeline conversion from prospecting through signed order.
• Safety incident rate per 100 employees, evaluated against OSHA recordable benchmarks for field operations.
• Typical tools: CRM platforms (commonly Salesforce or similar); reporting and productivity suites (commonly Microsoft Office 365)

• Base Salary Range: $70,000 to $105,000 annually, depending on industry and location.
• Bonus: Performance-based bonus tied to branch P and L results, typically 10 to 20 percent of base.
• Equity: Uncommon at branch level; available at select publicly traded multi-site operators.
• Health Benefits: Medical, dental, and vision coverage for employee and dependents.
• PTO: 15 to 20 days annually, plus standard federal holidays.
• Common Perks: Company vehicle or mileage reimbursement, phone allowance, and professional development budget.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Work authorization in the United States is required for all applicants. Employment in this role is contingent on successful completion of a background check, which may include a review of driving record given the nature of the position. Reasonable accommodations will be provided to qualified individuals with disabilities throughout the application and employment process. All applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, and local law.

The Branch Manager leads and develops a team of direct and indirect reports across retail banking, managing allocation of people and financial resources while executing policies in alignment with applicable regulations. Working closely with peers, colleagues, and regional leaders, this role drives customer financial success and team growth to meet regional banking business objectives.

Key Responsibilities

• Lead, manage and develop a team of direct and indirect reports with low to moderate complexity and risk in retail banking branch.
• Engage stakeholders and internal partners associated with retail banking.
• Identify and recommend opportunities to improve process and risk control development for all functions in the retail banking branch.
• Make decisions and resolve issues regarding customer and team experience, risks, and growth of the retail banking team.
• Execute policies and procedures in alignment with applicable regulations, audit and escalation procedures.
• Collaborate and consult with peers, retail banking colleagues and leaders.
• Serve as a role model to deliver an exceptional customer experience and focus on building relationships.
• Engage customers to understand their financial needs and work proactively to help customers succeed financially.
• Manage allocation of people and financial resources for Regional Banking.
• Mentor and guide talent development of direct reports and assist in hiring regional banking talent.

Required Qualifications

• 4+ years of Finance or Banking experience, or equivalent through work experience, training, military experience, or education.
• 2+ years of Leadership experience, including hiring, coaching and developing direct reports.
• Experience building and maintaining effective relationships with customers and internal partners.
• Extensive experience identifying complex financial needs and recommending products and services to customers.
• Knowledge and understanding of laws, regulations, compliance controls, risk management and loss prevention pertaining to the banking industry.
• Excellent verbal, written and interpersonal communication skills with ability to interact with integrity and professionalism.
• Ability to effectively manage time and competing priorities, exercise independent judgment and use critical thinking skills.
• Ability to navigate multiple computer systems, applications and search tools to find information.

Embedded within the Moving and Relocation sector, the Branch Manager holds overall responsibility for branch profitability by agreeing, implementing, and achieving branch objectives and targets, including KPI monitoring, market analysis, and business development. Working closely with clients and suppliers, this role negotiates quality business deals, manages profit and loss, and drives the branch toward sustainable growth and service excellence.

Core Functions

• Monitor branch performance including KPIs and ensure accurate reporting of figures and monthly profit and loss.
• Manage branch profit and loss including gross profit, cost control and net profit.
• Conduct market analysis to identify opportunities for business development and generate leads.
• Negotiate quality business deals and write proposals, tenders and supplier agreements, negotiate rates and fees and close deals.
• Write client reports, ads and other ad-hoc reports, monitor and control advertising content and spend.
• Develop client relations, identify client needs and satisfaction, and develop corresponding action plans, targets and objectives.
• Promote cross selling including added value services.

Qualifications and Experience

• Previous experience of Branch Management from within the Moving and Relocation sector.
• Knowledge of Transport and Health and Safety legislation, Fleet and maintenance records, and management of Profit and Loss.
• Experience in coaching and training others with the ability to work under pressure.
• Strong strategic thinking and effective problem-solving skills.
• Proactive approach to selling, influencing, negotiating and gaining commitment.
• Excellent verbal and written communication skills with strong planning and organisational ability.

Reporting to senior leadership, the Branch Manager promotes the TEAM management concept through open communication, coaching, and trust while maintaining compliance with Quality, Environment, and OHS Management Systems. Partnering with staff at all levels, this role pursues new business opportunities, controls costs, and ensures effective induction and training programs to sustain operational excellence across the branch.

Primary Duties

• Promote the TEAM management concept through open communication, coaching, trust and promotion of knowledge with employees at all levels.
• Empower subordinates with authority and responsibility.
• Guide, counsel and discipline staff as necessary and ensure performance feedback and staff development.
• Maintain a safe and harmonious working environment and ensure compliance with Quality, Environment and OHS Management Systems.
• Ensure effective induction and training programs for all staff are implemented and adhered to on site.
• Maintain current knowledge of the Hygiene Service Industry and Pest Control Industry including best practices, competitor activity and new opportunities.
• Actively search for and pursue new business opportunities including business networking, reviewing Expressions of Interest, Quotations and Tenders.
• Control and minimise costs, especially those associated with direct labour.

Skills and Qualifications

• High level operational management and leadership skills.
• Understanding of Financial P and L, budget knowledge and processes.
• Risk management skills with demonstrated commitment to continual improvement.
• Demonstrated client liaison skills.
• Strong verbal and written communication skills.
• Competent use of Microsoft Office products.

Sitting at the intersection of operational leadership and business development, the Branch Manager leads and mentors a team to deliver business targets while maintaining market presence and securing customer relationships that improve local reputation. Operating across financial management, regional leadership, and collaborative cross-functional initiatives, this role drives operational excellence and improved business results through innovative approaches and bespoke solution delivery.

Duties

• Lead, develop and mentor your team to deliver the business targets.
• Seek innovative ways to operate and grow the business.
• Maintain and establish business presence in the defined market and lead efforts to identify, secure, grow and retain customer relationships.
• Drive operational excellence and high team motivation to ensure customer happiness and improved business results.
• Supervise financial management and lead operational assets.
• Serve as an active member of the regional leadership team and establish collaborative relationships to improve overall business performance and share standard methodologies.

Experience and Qualifications

• Bachelor's degree in engineering, business or equivalent experience.
• Proven experience with balanced business growth, commercial negotiations, project costing and project management.
• Validated market knowledge with industry background as an asset.
• Solid experience with operational P and L reviews and reporting.
• Experience delivering bespoke solutions rather than products.
• Strong personal influence and effective communication skills.

A key member of the Western Financial Group leadership team, the Branch Manager applies insurance expertise to manage and support a team in achieving established sales targets while focusing on employee engagement and client retention. Collaborating across business units and the broader community, this role champions corporate initiatives, executes business and budget strategies, and delivers a succession plan to sustain long-term branch performance.

Functions

• Provide guidance and coaching to your team and identify a succession plan.
• Deliver results through the development and execution of business, budget and sales strategies.
• Champion, communicate and implement corporate initiatives, policies and procedures.
• Review and complete audits on processes, documentation and correspondence.
• Pursue continuous self-development through industry and community involvement and industry related courses.

Position Requirements

• General Insurance Level 3 License required.
• Supervisory experience leading teams to meet and achieve sales targets.
• Experience in recruitment, staff development and performance management.
• Involvement in industry related associations and the community.
• Professional written and verbal communication etiquette.

Sustained branch financial performance and revenue goal achievement depend on the Branch Manager, who oversees day-to-day operations, executes sales strategy by sourcing and qualifying new leads, and manages a team of branch staff through hiring, coaching, and goal-setting. Based within a staffing environment, this role ensures operational efficiency, customer account growth, and a culture of safety that directly supports workforce solution delivery across the business.

Accountabilities

• Oversee day-to-day operations of the branch and assist with hands-on processes as needed.
• Hire, manage, train and coach your team of branch staff and set performance goals, expectations and professional development plans.
• Execute branch sales strategy by sourcing and qualifying new leads, developing workforce solutions, and pricing and closing orders.
• Manage and grow existing customer accounts by closing additional up-sell and cross-sell opportunities.
• Continuously seek ways to streamline processes for operational efficiency and excellence.
• Handle complaints, settle disputes and resolve grievances and conflicts through negotiation.
• Oversee recruiting efforts to ensure a qualified pool of talent to meet customer demand.
• Strategically manage branch profit and loss and ensure workers are appropriately dispatched to job sites.
• Create a culture of safety by conducting site visits and meeting with customers and temporary job seekers.

Education and Experience

• 5 years of related experience with a Bachelor's degree or equivalent combination of education and experience.
• Prior experience managing in the staffing industry preferred.
• Valid driver's license required.
• Proven leadership competencies with ability to hire, manage, develop and lead individuals and teams.
• Demonstrates proficient business acumen including financial performance and success in developing and maintaining customer relationships.
• Advanced problem-solving skills with ability to define problems, collect data, establish facts and draw valid conclusions.
• Excellent written and verbal communication skills with the ability to interact and build relationships with a diverse employee population.
• Ability to execute, prioritize and meet deadlines under pressure.

As the Branch Manager, this role optimizes branch transactions, manages profit and loss across accounting and financial controlling, and drives strong growth within a designated geographical area in the freight forwarding industry. The operations team relies on this work to implement standardised processes, maintain corporate Code of Conduct compliance, and expand customer relationships to meet revenue and budget goals.

Strategic Responsibilities

• Exceed customer expectations by providing the highest possible service quality.
• Optimize branch transactions, increase sales and decrease costs.
• Optimize staffing productivity to ensure best use of all resources.
• Drive strong growth within the designated geographical area and maximise utilisation of business potential.
• Manage P and L including activities in accounting, financial controlling and strategic planning, and prepare yearly local budget.
• Develop and expand customer relationships together with sales and accompany sales calls as needed.
• Implement and maintain standardised processes, structures and systems according to corporate guidelines.
• Manage all personnel and HR matters including staff training and planning in cooperation with Human Resources.
• Ensure the company Code of Conduct is fully enforced and followed by all employees.

Background and Experience

• Bachelor's degree preferred with a minimum of five years work experience in the freight forwarding industry, preferably ten years.
• Proven experience in air, ocean, logistics and Supply Chain Management.
• Proven track record in people management including recruitment, selection, training, development, coaching and performance management.
• Knowledge of markets, competitors, trends and challenges in the freight forwarding industry.
• Good strategic and planning skills with ability to translate strategy to operational execution.
• Strong decision-making capabilities with high accountability and result orientation.
• Excellent written and verbal communication skills with an open and confidential communication style.
• Strong computer skills including Microsoft Office suite with ability to multitask and meet deadlines.
• International languages a plus.

Branch Manager delivers customer acquisition, service, and retention outcomes across product lines and customer segments by leading, coaching, and motivating a frontline team within a banking environment. The work directly supports regional profitability growth through effective business planning, digital customer engagement, workforce development, and compliance with audit, quality, and corporate policy objectives.

Key Deliverables

• Achieve customer acquisition, service and retention for product lines and customer segments within your Branch.
• Demonstrate and embed a digital mindset to educate customers and guide them toward new and digital ways of interacting.
• Recruit, develop and retain an engaged and skilled workforce supported by quality development planning and effective FTE management.
• Lead, train, coach and motivate the Branch frontline team to support a culture of customer centricity, credit quality and high performance.
• Design, implement and monitor an effective business plan agreed with the Regional Manager to grow and improve regional profitability.
• Instil an environment that proactively seeks effective and efficient improvement solutions to regional and financial challenges.
• Manage the region to meet audit, quality and compliance objectives with corporate policies and procedures.

Minimum Qualifications

• Tertiary qualification in Banking, Finance or business-related field desired but not essential.
• Leadership experience in banking or financial services desired but not essential.
• Demonstrated experience with exceptional customer service delivery through an operational function.
• Demonstrated experience in developing, leading and coaching a high-performance team.
• Experience in roles requiring growth and retention of a customer base.

The Branch Manager leads overall branch operations in the equipment rental industry, managing safety, productivity, customer service, and profitability while overseeing a team across sales, service, maintenance, and driver roles. Working closely with personnel and customers, this role prepares profit and loss statements, manages safety compliance including OSHA and DOT regulations, and builds a profitable location through strong sales and business management.

Ownership Areas

• Manage overall branch operations to ensure safety, productivity, customer service and profitability.
• Oversee sales efforts and business initiatives to build a profitable location.
• Hire, manage and motivate a team across sales, service, maintenance and driver roles.
• Prepare reports including profit and loss statements, monthly operating reviews, yearly budgets and other operational status reports.
• Manage all personnel matters.
• Oversee all safety matters including audits, safety training, OSHA compliance, DOT regulations and drug and alcohol testing.

Professional Experience

• Bachelor's degree preferred with a minimum of five years of successful business management experience with profit and loss responsibility.
• Strong sales and customer service experience required, with outside sales experience preferred.
• Knowledge and experience in the equipment rental industry preferred.
• Understanding of business accounting principles and budget preparation.
• Effective leadership, motivational, organisational and communication skills.
• Proficient in Microsoft Office with valid driver's license and acceptable driving record.

Embedded within the Burlington branch, the Branch Manager manages daily sales and support operations, oversees systems integration and project design work covering hardware, software, and project management, and maintains full profit and loss responsibility. Working closely with clients, suppliers, and a team of engineers, this role grows the customer base, drives personnel development, and delivers market-leading service standards in the industrial automation sector.

Technical Responsibilities

• Manage the daily operations and activity of the sales and support team.
• Sell, promote and support the company's services and product range.
• Liaise with clients and suppliers to maintain and grow the customer base and ensure market leading service standards.
• Conduct project reviews including quotes and specifications and perform and approve design work covering hardware, software and project management.
• Oversee installations and systems integration as well as perform start-up and debug activities.
• Manage and promote the growth of personnel including hiring, training, coaching and conducting employee performance reviews.
• Manage full P and L responsibility and focus on growing existing accounts as well as sourcing and qualifying new leads.

Technical Qualifications

• BS Degree in Electrical Engineering or sixty credit hours in Electrical Training.
• Minimum of eight to ten years of relevant experience in the electrical controls or industrial controls industry.
• Minimum of four to five years in a supervisory or project management role within a similar industry.
• Must have hands-on experience in industrial automation and systems integration.
• Solid business acumen and sound commercial skills considered an asset.
• Proven troubleshooting skills and knowledge of human resource fundamentals.
• Strong interpersonal and communication skills.

Reporting to regional management, the Branch Manager leads the sales and operations divisions for the Montreal and surrounding markets, ensuring annual sales, profitability, and operational objectives are met in accordance with the annual business plan. Partnering with direct reports and cross-functional departments, this role prepares operating budgets, manages compliance across company practices and industry standards, and sustains customer relationships to drive branch growth.

Role Responsibilities

• Ensure branch achievement of annual sales, profitability and operational objectives as detailed within the annual business plan.
• Prepare and present the branch's annual operating budget.
• Coach, guide and develop direct reports and regularly evaluate their performance.
• Prepare and submit time-sensitive reports to regional management including forecasts of new sales orders, revenue, service and installation closings and margins.
• Ensure overall regional compliance to policies with respect to company practices, pricing, contract terms, billing, collections, documentation procedures and industry standards.
• Promote Chubb products and services and continuously manage customer relationships.

Knowledge Skills and Abilities

• Post-Secondary Degree or Diploma in a business or technical discipline.
• At least eight to ten years of commercial business experience, of which five or more years includes management, strategic planning and budgeting.
• In-depth knowledge of sales management practices and techniques in a business-to-business sales environment.
• First-rate analytical, organisational and communication skills.
• Strong sense of ownership with ability to motivate and empower others.
• Excellent presentation and interpersonal skills with strong client-service orientation.
• Strong PC-based application skills including Microsoft Office Suite.
• Bilingual verbal and written communication in French and English.

Branch Manager shapes branch operational and financial performance as the sales leader in the local marketplace, spending the majority of time on outside B2B sales calls and executing a consultative approach to develop and increase sales opportunities. Success in the position means meeting net operating income and sales budget goals, maintaining operational standard integrity, and ensuring best-match worker assignments through effective training and mentoring.

Job Functions

• Spend the majority of time performing outside B2B sales calls.
• Utilise a consultative sales approach to actively develop and increase sales opportunities.
• Meet or exceed net operating income and sales budget goals.
• Respond to and effectively manage customer complaints.
• Implement and manage a detailed marketing campaign to increase customer awareness.
• Plan and direct branch activities to successfully meet goals and objectives.
• Implement and ensure the integrity of operational standards and oversee risk management.
• Perform job site appraisals and safety reviews.
• Ensure best match worker assignments through effective training and mentoring.

Required Qualifications

• 3 years of people management and operations experience.
• P and L management and collections experience.
• Excellent written and verbal communication skills.
• Strong computer skills with ability to learn and work with new programs.
• Highest commitment to customer service and satisfaction.
• Honest and ethical team player with sense of urgency and ability to multi-task under pressure.
• Bilingual English and Spanish skills are a plus.