Description
Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
- • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
- • 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.
- • Prepare operational or risk reports for management analysis.
- • Evaluate data pertaining to costs to plan budgets.
- • Oversee training programs.
- • Examine, evaluate, or process loan applications.
- • Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
- • Oversee the flow of cash or financial instruments.
- • Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
- • Develop or analyze information to assess the current or future financial status of firms.
- • Communicate with stockholders or other investors to provide information or to raise capital.
- • 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.
- • Review collection reports to determine the status of collections and the amounts of outstanding balances.
- • Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
- • Review reports of securities transactions or price lists to analyze market conditions.
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Related Pathways
Management & Entrepreneurship
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Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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Sources & Standards:
This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
