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If you’ve searched for a “Branch Relationship Executive job description,” you’ve probably noticed the same recycled templates: endless bullet points, generic duties, and no real insight into what makes someone succeed in this role.
But here’s the truth—generic posts don’t attract top candidates. They attract any candidates. And in banking, where a Branch Relationship Executive is often the face of your branch and the first point of trust for customers, you can’t afford to settle for bland copy.
That’s why before we dive in, I recommend checking out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ . It breaks down exactly why most job descriptions fail—and the proven format that actually inspires qualified people to apply.
In this article, we’ll build on those principles and show you how to create a human, engaging, and effective Branch Relationship Executive job description—one that excites the right applicants and filters out the wrong ones.
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What a Branch Relationship Executive Actually Does
A Branch Relationship Executive (often called a BRE) is more than just a “salesperson at the branch.” They’re the trusted link between the bank and its customers.
In simple terms, a BRE:
- Welcomes and supports customers when they visit the branch.
- Builds relationships by understanding customer needs and matching them with the right banking products (savings, loans, credit cards, digital banking).
- Handles everyday account queries and ensures issues are solved quickly.
- Helps grow the branch’s business by deepening existing relationships and bringing in new ones.
Think of them as the branch’s relationship-builder and problem-solver. Reliability, empathy, and clear communication matter just as much as sales ability. A good BRE doesn’t just sell—they build trust, and that’s what keeps customers coming back.
Two Great Branch Relationship Executive Job Description Templates
We’ll provide two tailored job description options:
1.✅ Option 1: For employers looking to hire an experienced candidates with prior experience.
2.Option 2: For employers open to hiring entry-level candidates or those willing to train someone with potential.
✅ Option 1: Job Description for Experienced Branch Relationship Executive
Job Title: Branch Relationship Executive — Westlands Branch (Evergreen Community Bank)
Location: Westlands, Nairobi | Type: Full-Time | Schedule: Mon–Fri 8:30–5:30, Sat 9:00–1:00 (rotational)
Compensation: KES 120,000–160,000 gross/month + performance bonus (paid monthly)
A quick word from the Branch Manager (2 min video): [Insert Loom/YouTube link]
Who We Are — Evergreen Community Bank
Evergreen Community Bank is a Kenyan, community-focused bank serving household and SME customers across 18 branches in Nairobi and surrounding towns. We combine hands-on, relationship banking with modern digital tools so customers get fast answers, fair advice, and friendly service. Our Westlands branch is a growth hub—busy foot traffic, diverse customers, and a supportive team that collaborates daily.
What You’ll Do
- Manage a personal portfolio of customers; conduct needs-based conversations and follow-ups.
- Open and service accounts; set up mobile/online banking; resolve issues within SLA.
- Identify cross-sell opportunities (savings, cards, loans) that genuinely fit customer goals.
- Support local outreach: small-business visits, community events, and referral programs.
- Keep accurate notes in our CRM; adhere to KYC/AML and branch audit standards.
What You’ll Bring
- 2–4+ years in branch banking, customer success, or relationship sales.
- Clear, warm communication and strong problem-solving.
- Comfortable working toward monthly activity and conversion targets.
- Familiarity with core banking systems/CRM; disciplined with documentation.
Perks & Benefits
- Medical cover (employee + dependents), life insurance, and pension.
- 21 days annual leave + 4 flex days; commuter allowance.
- Monthly performance bonus; quarterly recognition awards.
- Learning budget for certifications (e.g., credit, compliance, relationship selling).
Why This Role Is a Great Fit
You enjoy real conversations, you’re organized, and you like turning customer goals into practical banking solutions—without pressure tactics. You thrive in a supportive team that shares playbooks and wins together.
How to Apply
Apply via Workscreen here: [Unique Workscreen link].
We reply within 10 business days. Shortlisted candidates complete a brief, role-relevant exercise and a conversation with the Branch Manager.
Security & privacy: We’ll never ask for payment or personal financial info.
EEO/accessibility: We welcome applicants from all backgrounds and provide reasonable accommodations.
✅ Option 2: Job Description for Entry-Level Branch Relationship Executive (We’ll Train You)
Job Title: Branch Relationship Executive (Entry-Level) — CBD Branch (Evergreen Community Bank)
Location: Nairobi CBD | Type: Full-Time | Schedule: Mon–Fri 8:30–5:30, Sat 9:00–1:00 (rotational)
Compensation: KES 80,000–110,000 gross/month + performance bonus (paid monthly)
A quick word from the Branch Manager (90 sec video): [Insert Loom/YouTube link]
Who We Are — Evergreen Community Bank
Evergreen Community Bank serves over 100,000 customers across 18 Nairobi-area branches, with a mission to make everyday banking simple, responsible, and human. Our CBD branch is fast-paced and friendly—ideal for someone who loves helping people and learning quickly.
What You’ll Do
- Welcome customers, understand their needs, and guide them to the right solution.
- Support account opening, mobile/online setup, and day-to-day service requests.
- Learn to spot opportunities (savings goals, basic credit needs) and make warm introductions.
- Keep accurate records in our systems; follow simple checklists correctly.
What You’ll Bring
- Friendly, clear communicator who stays calm under pressure.
- Detail-oriented, organized, and reliable with follow-through.
- Comfortable learning new tools and processes; service or retail experience is a plus.
Perks & Benefits
- Medical cover (employee + dependents), life insurance, and pension.
- 18 days annual leave + 4 flex days; wellness stipend.
- Paid training program (4 weeks) with a dedicated mentor.
- Clear progression path to Senior BRE or Assistant Relationship Manager.
Why This Role Is a Great Fit
You like helping people, keeping things organized, and learning fast. You prefer real conversations over hard selling—and you want a team that supports your growth.
How to Apply
Apply via Workscreen here: [Unique Workscreen link].
We reply within 10 business days. Our process includes a short scenario-based exercise and a friendly conversation with the Branch Manager.
Security & privacy: We’ll never ask for payment or personal financial info.
EEO/accessibility: We welcome applicants from all backgrounds and provide reasonable accommodations.
Smart Hiring Starts Here
WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results
Breakdown of Why These Branch Relationship Executive Job Posts Work
1. Clear, Specific Titles
Instead of just “Branch Executive,” the titles specify “Branch Relationship Executive — Westlands Branch (Evergreen Community Bank)”. This signals location, role, and company, helping applicants quickly self-select and improving relevance.
2. Human Intros With Context
Both job posts open with “Why This Role Matters”, explaining the impact the candidate will have. This shifts the role from “tasks” to purpose—something top candidates care about.
3. Video From the Hiring Manager
The short Loom/YouTube video is placed right before the “Who We Are” section. This makes the company feel real and approachable, giving candidates a face and voice before they even apply.
4. Transparent Pay & Perks
Both posts openly state salary ranges, pay cadence, and performance bonuses. They also separate Perks & Benefits (health cover, PTO, training budgets) from Why This Role Is a Great Fit, avoiding the generic “you’ll love it here” lump. Transparency builds trust and attracts serious applicants.
5. Company-Specific “About Us”
Instead of placeholders, the “Who We Are” section tells Evergreen’s story—community roots, branch culture, customer focus. This makes the job post feel authentic, not copy-pasted.
6. Respectful, Clear Hiring Process
The “How to Apply” section reassures applicants:
- Apply via Workscreen
- Hear back within 10 business days
- Fair, role-relevant exercise + conversation
- Explicit security/privacy and EEO notes
This sets expectations and shows respect, which stands out in an industry where many applicants never hear back.
7. Human Tone That Connects
The language avoids corporate jargon. Instead of “manage account acquisition targets,” it says:
- “Help customers feel confident”
- “Learn how to spot opportunities”
- “Support local outreach and community events”
This makes the role approachable and appealing, especially for entry-level applicants.
Example of a Bad Branch Relationship Executive Job Description (And Why It Fails)
❌ Bad Job Post Example
Job Title: Branch Executive
Company: Evergreen Community Bank
Location: Nairobi
Job Type: Full-Time
Job Summary
We are looking for a Branch Executive to manage customer accounts and achieve set sales targets. The Branch Executive will be responsible for servicing customers, cross-selling products, and ensuring compliance with banking processes.
Key Responsibilities
- Handle customer transactions.
- Open and close accounts.
- Meet monthly targets.
- Cross-sell bank products.
- Maintain compliance standards.
Requirements
- Bachelor’s degree in Business, Finance, or related field.
- 2–3 years of banking experience.
- Strong communication skills.
- Ability to work under pressure.
How to Apply
Send your CV and cover letter to hr@evergreenbank.com. Only shortlisted candidates will be contacted.
❌ Why This Job Post Falls Short
- Generic Job Title
“Branch Executive” is vague and doesn’t explain the role. There’s no mention of relationships, customers, or trust-building. - Cold Introduction
The summary is functional, not inspiring. It talks about sales targets, but not about why the role matters to the bank or its customers. - No Salary or Perks
The absence of pay information and benefits makes the post feel outdated and untrustworthy. Top candidates are unlikely to apply without transparency. - No Culture or Values
There’s no “Who We Are” or insight into the company culture. Applicants get no sense of what it’s like to work at Evergreen. - Responsibilities Are Too Broad
“Handle transactions” and “cross-sell” could apply to dozens of roles. There’s no clarity on impact or customer focus. - Dismissive Hiring Process
“Only shortlisted candidates will be contacted” signals a lack of respect for applicants’ time. Compared to a clear process and SLA, this feels cold and careless.
Zero Personality in the CTA
The post ends with a plain email submission, no encouragement, no warmth, and no mention of fairness or candidate experience.
Bonus Tips to Make Your Job Post Stand Out
Even if you already have a strong structure, here are some extra touches that can set your Branch Relationship Executive job post apart and make it more appealing to the right candidates:
1. Add a Security & Privacy Notice
Job seekers worry about scams, especially in banking. A short line can instantly build trust:
“We take the security and privacy of all job applicants seriously. We will never ask for payment, bank details, or personal financial information during the hiring process.”
2. Mention Leave & Flexibility
Compensation isn’t just salary. Highlight annual leave or flex days to show you care about work-life balance:
“Enjoy up to 21 days annual leave plus 4 flex days each year, so you can recharge and come back stronger.”
3. Highlight Training & Growth Opportunities
Show that you invest in employees beyond the first 90 days:
“We provide a training allowance and mentorship program so you can keep growing your skills and advancing your career.”
4. Include a Loom or Video Message
A short video from the Branch Manager or CEO humanizes your brand. It gives candidates a face, tone, and sense of culture that no text can provide.
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
5. Show Real Employee Voices
Instead of generic “Our culture is great,” add authenticity:
“Here’s what our team says about working at Evergreen: ‘I started as a trainee BRE and now lead a branch team—what I love most is the mentorship and clear growth path.’”
6. Add a 30/60/90 Success Snapshot
Help candidates imagine what success looks like:
- 30 Days: Learned our products, systems, and branch processes.
- 60 Days: Managing a small customer portfolio with confidence.
- 90 Days: Building lasting customer relationships and contributing to branch growth.
This reassures candidates that expectations are clear, and it attracts people who like structured growth.
Should You Use AI to Write a Branch Relationship Executive Job Description?
With tools like ChatGPT and ATS platforms offering “auto-generate job descriptions,” it’s tempting to just click a button. But here’s the problem:
Why You Shouldn’t Rely on AI Alone
- Generic output → You’ll get a bland, cookie-cutter list of duties that could apply to any role.
- Wrong candidates → Generic posts attract mass applicants, not the selective, relationship-driven professionals you actually want.
- Brand damage → A job post is often the first impression of your company. A lifeless AI draft makes your brand feel impersonal.
The Wrong Way to Use AI
👉 Prompt: “Write me a job description for a Branch Executive at a bank.”
- Result: A generic wall of text—duties, requirements, and a cold “apply here.”
- Problem: No culture, no perks, no transparency, no warmth. It doesn’t sell the role or the company.
The Right Way to Use AI
AI works best as a polisher, not a creator. Come prepared with your company’s real information, then let AI organize, rephrase, and enhance.
👉 Try this instead:
“Help me write a job post for Evergreen Community Bank. We’re hiring a Branch Relationship Executive for our Westlands branch. The role is about building trust with customers, helping them with savings/loan products, and ensuring great service. Our culture is collaborative and community-driven—we care about transparency, respect, and professional growth. Salary range is KES 120,000–160,000 per month with benefits (medical, pension, leave days). The hiring process includes Workscreen evaluation, a branch visit, and a final manager interview. Here are a few notes I’ve written to get you started: [paste your notes]. Please write this in a warm, human tone with clear sections for Responsibilities, Requirements, Perks & Benefits, and How to Apply.”
- Result: A custom post that reflects your company, your role, your culture.
AI shapes the writing—but the voice and substance come from you.
Don’t let bad hires slow you down.
WorkScreen helps you identify the right people—fast, easy, and stress-free.
Copy-Paste Job Description Templates for Quick Use
Sometimes you just need something fast. If you’ve already read this guide, you know what makes a strong job description. But if you want a solid starting point you can copy, paste, and tailor in minutes—here are two options.
✏️ Important Reminder:
Don’t copy this word-for-word and expect magic.
This is a foundation, not a final draft.
Add a Loom video, inject your team culture, and edit the details to reflect your actual company.
In this section, you’ll find two ready-to-use job description templates for quick copy-paste use — but please remember, like we mentioned above, don’t just copy them word-for-word and expect results.
Think of these as starting points, not final drafts.
- Option 1: A more conversational, culture-first job description that highlights personality and team fit.
- Option 2: A more structured format, including a Job Brief, Responsibilities, and Requirements for a traditional approach.
✅ Option 1: Conversational, Culture-First (Experienced)
Job Title: Branch Relationship Executive – Grow Relationships & Customer Trust at [Company Name]💼 Location: [City, State] (Hybrid/In-Branch)🕒 Type: [Full-Time/Part-Time]💰 Salary Range: [${X},000 – ${Y},000]/year + performance bonus
🎥 A quick word from the Branch Manager (2 min): [Insert Loom/YouTube link]
Who We Are
At [Company Name], we serve households and small businesses with friendly, reliable banking—combining human advice with simple digital tools. Our branch teams collaborate daily to solve problems fast and make money matters feel easier for customers.
Why This Role Matters
You’ll be the trusted face of the branch—advising customers, fixing issues quickly, and deepening relationships that help people reach their goals while growing the branch.
Responsibilities
- Manage and grow a personal customer portfolio with regular check-ins and follow-ups
- Open and service accounts/cards/loans; set up digital banking; resolve issues within SLA
- Identify needs and recommend right-fit solutions (savings goals, credit needs, insurance partners)
- Support local outreach, referrals, and community events
- Keep accurate CRM notes; follow KYC/AML and audit standards
Requirements
- 2–4+ years in branch banking, customer success, or relationship-driven sales
- Clear, warm communicator with strong problem-solving and follow-through
- Comfortable with activity/conversion targets while maintaining customer trust
- Proficient with core banking systems and CRM tools
Perks & Benefits
- Medical, dental, life insurance, and pension/retirement plan
- [XX] days paid annual leave + [XX] flex days; commuter/wellness stipend (where applicable)
- Monthly performance bonus; quarterly recognition
- Learning budget for certifications and role-specific training
Why This Role Is a Great Fit
You value real conversations over hard selling, stay organized under pressure, and enjoy turning customer goals into practical banking solutions with a supportive team.
How to Apply
Apply via Workscreen: [Unique Workscreen link]
We reply within 10 business days. Shortlisted candidates complete a brief, role-relevant exercise and a conversation with the Branch Manager.
Security & privacy: We never ask for payment or personal financial details during hiring.
EEO/accessibility: We welcome applicants from all backgrounds and provide reasonable accommodations.
✅ Option 2: Structured “Job Brief → Responsibilities → Requirements” (Entry-Level / Willing to Train)
Job Title: Branch Relationship Executive – Start Your Banking Career at [Company Name]💼 Location: [City, State] (In-Branch)🕒 Type: [Full-Time/Part-Time]💰 Salary Range: [${X},000 – ${Y},000]/year + performance bonus
Job Brief
We’re hiring a Branch Relationship Executive to welcome customers, guide them through account services, and connect them with solutions that fit their needs. If you’re people-first, detail-oriented, and eager to learn, this is a great entry point into banking—we’ll train you.
Key Responsibilities
- Greet customers, understand needs, and guide next steps
- Support account opening, digital banking setup, and everyday service requests
- Learn to spot opportunities (savings goals, basic credit needs) and make warm introductions
- Keep accurate records in our systems; follow simple checklists correctly
Requirements
- Friendly, clear communicator who stays calm under pressure
- Organized, reliable, and comfortable learning new tools/processes
- Service or retail experience is a plus—not required
Perks & Benefits
- Medical, dental, life insurance, and pension/retirement plan
- [XX] days paid annual leave + [XX] flex days; wellness stipend (where applicable)
- Paid onboarding program (approx. [X] weeks) with mentorship
- Clear progression path to Senior BRE or Assistant Relationship Manager
How to Apply
Apply via Workscreen: [Unique Workscreen link]
Expect a response within 10 business days. Our process includes a short scenario exercise and a conversation with the Branch Manager.
Security & privacy: We never ask for payment or personal financial details during hiring.
EEO/accessibility: We welcome applicants from all backgrounds and provide reasonable accommodations.
Let Workscreen Handle the Next Phase of Hiring
Once your job post attracts candidates, the real challenge begins: sorting serious applicants from low-effort ones. That’s where Workscreen.io comes in.
How Workscreen Helps You Hire Smarter
- Quickly spot top talent.
WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.
- Run one-click skill tests.
With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.
- Filter out low-effort applicants.
WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.
- Save hours of manual work.
Instead of juggling CVs and scorecards, you get structured insights at a glance.
Sign up with Workscreen.io today
If you’ve written a strong job post, don’t let weak filtering undo your efforts.
Take your hiring from guesswork to data-driven confidence.
Frequently Asked Questions - Bookkeeper Backer Job Description
The most effective Branch Relationship Executives combine soft skills and technical ability. Look for:
- Strong communication and active listening — they should make customers feel heard and valued.
- Relationship-building and empathy — the ability to build trust and rapport over time.
- Problem-solving — handling issues quickly and confidently.
- Sales awareness — spotting opportunities for cross-selling without being pushy.
- Attention to detail — ensuring compliance with banking regulations like KYC and AML.
- Comfort with technology — using CRM systems and digital banking tools.
Compensation varies depending on location, bank size, and experience. On average:
- Entry-level BREs earn in the lower salary bands but often get structured training and growth opportunities.
- Experienced BREs can expect mid-range salaries plus performance bonuses tied to customer portfolio growth and sales targets.
- In many markets, the total package includes health benefits, retirement plans, paid leave, and performance incentives.
Tellers focus on day-to-day transactions like deposits and withdrawals. Branch Relationship Executives go further—they build ongoing customer relationships, guide clients on financial products, and contribute to branch growth targets.
Typical KPIs include:
- Customer satisfaction scores and feedback
- Number of new accounts opened
- Portfolio growth (cross-sell and upsell)
- Resolution time for customer issues
- Compliance and audit accuracy
- Customer satisfaction scores and feedback
