For Internal Use Only

JOB DESCRIPTION

A. Job Identification

Position Title Store Manager

B. Job Purpose

The position is responsible for making the store as the main distribution channel of the bank selling all products and
services such as deposits, loans, trust, treasury, cash management, credit cards etc with the end view of meeting all the
objectives and targets that were set and aligned with the objectives of the Retail Banking Cluster as a whole. Also,
responsible for the store profitability, compliance to policies and procedures set by both internal and external regulatory
bodies and customer service delivery.

C. Job Duties and Responsibilities

% of
Job Role Time Duties and Responsibilities
Spent
Responsible in over-all management of Store sales
Prepares and reviews business plan for the branch
Conducts mapping of trading area
Manages the career improvement of junior officers and staff
Schedules/conducts sales calls
Conducts surprise cash count (ATM/Vault/Accountable Forms)once a month
Conducts Monthly staff meeting
Attends monthly sales clinic, attends seminars and trainings conducted by HR
Services Clients’ needs
Quotes/negotiates rate and term to clients especially on investments/back to back loansetc.
Opens and closes the branch
“DOER” 50% Performs administrative functions, e.g. Attendance, office decorum, compliance to
(Delivers sales manifesto.
or services) Attends meeting on special projects that may be assigned from time to time.
Attends social functions with clients
Conducts branch based marketing activities
Uses the SMMS to encode all sales related activities and to perform SMP with Business
development Sales Officers
Performs coaching and mentoring functions to other officers and staff of the branch
Attends to customer inquiries and complaints immediately
Supports all marketing promos and programs making sure that it is pushed actively in the
store.
Performs initial investigation on cases involving the staff, junior officer’s personnel of the
store. Submits the report to the proper bodies for disposition.
Performs pricing and negotiation on various services such as CMS/Deposit Pick-up making
sure that the arrangement will be profitable.
“REVIEWER” 30% Studies competition / market analysis within the trading area
1
 For Internal Use Only

Monitors store, BDSO & RO performances

Work Output Reviewed by:

Division Head – Branch Banking

D. Client Interface

Clients Complexity
Other stores Complex
Consumer Cluster Complex
Corporate Banking Moderate
Trust Moderate
Treasury Moderate
Distribution Group Moderate
Internal Branch Operations Complex
Audit Complex
Compliance Complex
Marketing Moderate
Legal Moderate
HR Simple
all line and support units Complex
Bank Clients Complex
Industry Associations Simple
Socio-civic groups Simple
External local government units Moderate
church-based organizations Simple
business associations Simple
homeowner’s associations simple

E. Job Qualifications and Competencies Requirement

1. Education – College degree preferably business course

2. Experience – at least 2-3 years experience on Sales and Marketing. Preferably 2 years as Branch Head.

3. Technical Competencies (“Know-how”) – Selling Skills, People Handling Skills, Negotiation Skills, Presentation
Skills, human Relation Skills, Communication Skills, Coaching Skills, Computer Literate

4. Behavioral Competencies (“Traits”) – Good Leader, Winner Attitude, Driven, Committed, Focus, Goal oriented,
Highly engaged, Responsible, Hardworking, Confident, Competent and persevering, and Entrepreneurial spirit.