Branch Manager User Role

The Branch Manager role is designed for intermediate users of the application at the financial institution.

This user has view access rights to most of the setup and assumption areas, encompassing specific modules and the platform. The Branch Manager role does not include access to the Current Expected Credit Losses (CECL) module or CECL reports.

Typically, this role is granted to Financial Performance Suite (FPS) users who are responsible for setting and measuring organization objectives, such as branch managers and regional relationship managers.

The access rights associated with this role include, but are not limited to the following:

• Creating and disseminating reports
• Viewing key assumptions that are common to the business modules in FPS
• Assigning ranks and objectives for organizations and officers
• Managing relationships
• Pricing loans