Branch Manager

Location:Godalming, Surrey
Salary:£24000 - £28000 per annum
  • Undertake all management responsibilities to ensure compliance with Agency terms and conditions
  • To demonstrate leadership qualities to cashiers and ensure smooth running of the branch
  • Ensuring the branch is adequately staffed at all times
  • Responsible for the opening and closing the branch
  • Effectively process all transactions ensuring no errors are made and that the till balances at the end of each day
  • Ensure that all administration duties are performed accurately and in accordance with procedures
  • Assist members with enquires reviews and account opening
  • Communicate and promote products and services as required
  • Have a working practical knowledge of the company’s risk management framework and understand the risks associated with your day-to-day activities
  • Follow and understand the procedures set out in the teller and process manuals, reporting and escalating controls that are unworkable or unnecessary
  • Ensure prompt escalation of issues, incidents and complaints
  • Take personal responsibility for adherence to policies, procedures and training
  • Comply at all times with statutory and non-statutory regulatory requirements
  • Deal with branch compliance returns
  • General office duties including answering the phones, post etc.
  • Provide support to the insurance side of the business as required

Skills and Knowledge


  • Being computer literate
  • Experience of handling customer queries
  • Providing excellent customer services
  • Being professional and flexible
  • Administration and organisation


  • Experience of working in a financial environment
  • GSCE Grade C or above in English and Maths
  • Experience of leadership, management, or oversight of colleagues

Key Performance Indicators

  • Compliance with company’s terms and conditions
  • New account opening
  • Accuracy of data input
  • Accuracy of documentation
  • Complaint’s handling
  • Compliance reports

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

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    Would you like to discuss this role further?
    Speak to the 2i Team: 01483 414719
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