Occupation: Financial Managers

Financial Managers

Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

11-3031.00 | 17 tasks | 10 job titles
Reported Job Titles (10)
  • Accounting Supervisor
  • Banking Center Manager (BCM)
  • Branch Manager
  • Business Banking Manager
  • Credit Administration Manager
  • Credit Manager
  • Financial Center Manager
  • Financial Planning Manager
  • Financial Reporting Manager
  • Financial Systems Manager
Core Tasks (6)
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
  • Oversee the flow of cash or financial instruments.
  • 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.
  • Recruit staff members.
  • Evaluate data pertaining to costs to plan budgets.
  • Oversee training programs.
Supplemental Tasks (11)
  • Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
  • Communicate with stockholders or other investors to provide information or to raise capital.
  • Develop or analyze information to assess the current or future financial status of firms.
  • Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
  • Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
  • Examine, evaluate, or process loan applications.
  • 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.
  • Network within communities to find and attract new business.
  • Prepare operational or risk reports for management analysis.
  • Review collection reports to determine the status of collections and the amounts of outstanding balances.
  • Review reports of securities transactions or price lists to analyze market conditions.