Main Purpose of the Job

Manage the branch’s daily operations by supporting business, optimizing service delivery, managing operational risks, and maintaining regulatory compliance.

Responsibilities (List all responsibilities)

1. Oversee daily operational activities, including cash handling, clearing, remittances, and vault
2. Work closely with the Branch Manager to improve service delivery and customer satisfaction.
3. Monitor, approve, and authorize all the transactions at the customer service desk.
4. Conduct regular performance appraisals and provide ongoing feedback and coaching to the branch operations team.
5. Lead and champion the digitization of bank customers at the branch.
6. Assist in the management of branch budgets and expenses
7. Verify postings, withdrawals, payments, and other transactions per the bank policies.
8. Verify and approve all expenses or recommend for the branch manager’s approval.
9. Batch proof, balance, and reconcile all the Branch transactions and accounts to mitigate fraud risk.
10. Maintain optimum cash limits in ATMs, and Branch vaults per approved cash limits for better liquidity management.
11. Manage cash liquidity of the branch by optimising cash levels within the branch while balancing between cash availability and minimizing excess idle cash.
12. Verify and approve all new accounts opened in line with KYC/AML and other regulations.
13. Cross-sell the bank products and participate in new product promotions and sales to grow the branch business.
14. Ensure that branch risk registers and KRIs are up to date and that event/loss incidents are managed and reported within the stipulated timelines.
15. Ensure a clean desk policy and maintain a tidy banking hall and premises.
16. Ensure that the 50 Depositors, Politically Exposed Persons, and High-Risk Accounts are KYC Compliant.
17. Support business growth through good relationship management and excellent customer experience to grow branch business.
18. Grow the branch NFIs, including trade finance, treasury, commissions and fees.
19. Train, mentor, and coach staff to build capacity to support the BCP of the branch.
20. Have a well-detailed and documented BCP for the branch operations
21. Ensure the customer KYC is updated as per the regulatory requirement.
22. Manage agency notices per bank policy, procedures, and
23. Manage and monitor branch costs and ensure they are within the approved budget.
24. Support the Branch credit risk management by attending and participating in analyzing credit risk in the branch credit committee.
25. Build a motivated and high-performance team through managing staff performance and development in line with the set key performance indicators.
26. Ensure that all branch staff adhere to the bank`s core values and professional ethics
27. Assess and plan the branch’s security, including ensuring guards are deployed and duly armed and security devices are activated.
28. Responsible for Keys and Combination management at the Branch through dual control.
29. Ensure timely closure of Compliance, Audit, and Risk findings.
30. Coordinate and ensure daily manual and E-archiving, updating all the bank’s records and documents per bank policy and procedures.
31. Accurately and timely prepare and submit all required branch operations Reports.
32. Ensure all devices are turned off, and the branch is safely locked after the end of the day’s business.
33. Monitor all overdrawn accounts without limits and follow up with customers to normalise their accounts per Bank Policy and Procedures.
34. Maintain up-to-date key registers and ensure that dual control is exercised in handling prime keys and access control per bank policy and procedures.
35. Handle Vault Custodian/Supervision as per Bank Policy and Procedures
36. Ensure that all the branch registers are up to date.
37. Ensure that all the fees and commissions are collected to avoid revenue leakage.
38. Ensure that the Branch Fixed assets are correctly kept and the fixed asset register is up to date
39. Cascade the Bank’s policies and procedures to all Branch operations staff.

1. Comply with AML/CFT/CPF policies and procedures, non -compliance of which shall be addressed as per the bank disciplinary processes.
2. Any other duty as shall be assigned to you from time to time.

Person Specification (Education, training, skills and experience)

Qualifications

• Bachelor’s Degree in Commerce, Business Administration, Finance, or a related field.

Experience

• Minimum of 3 years’ experience in Branch Operations Banking
• Relevant branch Operations experience as a teller and customer experience officer.
• Strong knowledge of banking regulations, policies, and operations.
• Excellent leadership and people management skills
• Well-rounded knowledge of all the Branch operations.
• Ability to anticipate and mitigate risk
• Analytical and practical understanding of workflow, capacity planning, and process implementation.
• Practical experience in leading a large team.

Competencies & Knowledge

• Relationship building and troubleshooting
• Excellent communication and presentation skills.
• Strategic and dynamic thinking.
• Leadership and Change Management skills
• Stakeholder and Relationship Management skills
• High ethical standards and integrity.
• Problem-solving abilities.
• Team player
• Proficiency in English Language and any other local language preferably Luganda particularly for explanatory purposes to Bank customers who do not understand the English Language.