Financial Managers, Branch or Department

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Financial Managers, Branch or Department

Careers / Financial Managers, Branch or Department

Summary Description


	Direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.

Sample Job Titles

1.	Account Manager

2.	Accountant Supervisor

3.	Accounts Manager

4.	Accounts Supervisor

5.	Actuarial Manager

6.	Asset Manager

7.	Assistant Manager

8.	Assistant Vice President (AVP)

9.	ATM Manager (Automatic Teller Machine Manager)

10.	Auditing Manager

11.	Auditor Supervisor

12.	Bank Advisor

13.	Bank Cashier

14.	Bank Consultant

15.	Bank Manager

16.	Bank Officer

17.	Bank Operations Officer

18.	Bank President

19.	Banking Center Manager (BCM)

20.	Banking Manager

21.	Banking Officer

22.	Banking Supervisor

23.	Branch Banker

24.	Branch Manager

25.	Budget Manager

26.	Cash Manager

27.	Collections Manager

28.	Commercial Banker

29.	Cost Accounting Manager

30.	Credit Administration Manager

31.	Credit and Collection Manager

32.	Credit Department Manager

33.	Credit Office Manager

34.	Credit Union Manager

35.	Director of Finance

36.	District Manager

37.	Exchange Floor Manager

38.	Factor

39.	Field Supervisor

40.	Finance Director

41.	Finance Manager

42.	Finance Officer

43.	Financial Administrator

44.	Financial Center Manager

45.	Financial Engineer

46.	Financial Institution Assistant Branch Manager

47.	Financial Institution Branch Manager

48.	Financial Institution Manager

49.	Financial Supervisor

50.	Fiscal Manager

51.	Fiscal Specialist

52.	Foreign Exchange Dealer

53.	International Bank Manager

54.	International Banker

55.	Investment Manager

56.	Investment Officer

57.	Loan Administrator

58.	Loan and Credit Manager

59.	Loan Manager

60.	Operations Officer

61.	Paymaster

62.	Regional Manager

63.	Reimbursement Director

64.	Relationship Manager

65.	Risk and Insurance Manager

66.	Risk Management Director

67.	Service Center Manager

68.	Trust Officer

69.	Vice President

Job Tasks

	Examine, evaluate, or process loan applications. Analyze financial records to improve budgeting or planning.

	Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans. Approve expenditures. Direct financial operations.

	Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter. Establish interpersonal business relationships to facilitate work activities.

	Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments. Supervise employees. Direct financial operations.

	Oversee the flow of cash or financial instruments. Monitor flow of cash or other resources.

	Prepare financial or regulatory reports required by laws, regulations, or boards of directors. Prepare financial documents, reports, or budgets. Prepare reports related to compliance matters. Maintain regulatory or compliance documentation.

	Develop or analyze information to assess the current or future financial status of firms. Analyze forecasting data to improve business decisions.

	Recruit staff members. Recruit personnel.

	Communicate with stockholders or other investors to provide information or to raise capital. Communicate organizational information to customers or other stakeholders.

	Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions. Analyze financial records to improve efficiency. Recommend organizational process or policy changes.

	Prepare operational or risk reports for management analysis. Prepare operational progress or status reports.

	Analyze and classify risks and investments to determine their potential impacts on companies. Analyze risks to minimize losses or damages.

	Network within communities to find and attract new business. Establish interpersonal business relationships to facilitate work activities.

	Review collection reports to determine the status of collections and the amounts of outstanding balances. Analyze financial records or reports to determine state of operations.

	Evaluate data pertaining to costs to plan budgets. Analyze financial records to improve budgeting or planning.

	Oversee training programs. Direct organizational operations, projects, or services.

	Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping. Determine pricing or monetary policies.

	Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses. Develop operating strategies, plans, or procedures. Direct financial operations.

	Review reports of securities transactions or price lists to analyze market conditions. Analyze financial records or reports to determine state of operations.

	Direct insurance negotiations, select insurance brokers or carriers, and place insurance. Negotiate sales or lease agreements for products or services.

	Submit delinquent accounts to attorneys or outside agencies for collection. Coordinate operational activities with external stakeholders.

Work Activities

Importance	Work Activity

Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Guiding, Directing, and Motivating Subordinates — Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.

Coaching and Developing Others — Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.

Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.

Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Coordinating the Work and Activities of Others — Getting members of a group to work together to accomplish tasks.

Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.

Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.

Developing and Building Teams — Encouraging and building mutual trust, respect, and cooperation among team members.

Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.

Selling or Influencing Others — Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Judging the Qualities of Things, Services, or People — Assessing the value, importance, or quality of things or people.

Provide Consultation and Advice to Others — Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.

Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

Developing Objectives and Strategies — Establishing long-range objectives and specifying the strategies and actions to achieve them.

Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.

Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Scheduling Work and Activities — Scheduling events, programs, and activities, as well as the work of others.

Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Staffing Organizational Units — Recruiting, interviewing, selecting, hiring, and promoting employees in an organization.

Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.

Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

Monitoring and Controlling Resources — Monitoring and controlling resources and overseeing the spending of money.

Estimating the Quantifiable Characteristics of Products, Events, or Information — Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.

Assisting and Caring for Others — Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.

Nature of the Work


	(Abstract from Career Articles)

	Financial Managers
	Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.

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Working Conditions


	(Abstract from Career Articles)

	Financial Managers
	Financial managers work in many industries, including banks and insurance companies. Most financial managers work full time, and about 1 in 3 worked more than 40 hours per week in 2014.

	Read More >>

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