Careers and Occupations

Financial Managers, Branch or Department

Financial Managers, Branch or Department

Financial Managers, Branch or Department Videos

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Financial Managers, Branch or Department 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.

Financial Managers, Branch or Department Related Job Titles

Account Manager, Accountant Supervisor, Accounting Manager, Accounts Manager, Accounts Supervisor, Actuarial Manager, Asset Manager, ATM Manager, ATM Manager (Automatic Teller Machine Manager), Auditing Manager, Auditor Supervisor, Bank Advisor, Bank Branch Manager, Bank Cashier, Bank Consultant, Bank Manager, Bank Officer, Bank Operations Officer, Bank President, Banking Center Manager (BCM), Banking Manager, Banking Supervisor, Branch Banker, Branch Manager, Budget Manager, Cash Manager, Chief Executive Officer (CEO), Collections Manager, Collections Vice President, Commercial Banker, Consumer Lending Vice President, Consumer Loan Manager, Cost Accounting Manager, Credit and Collection Manager, Credit Department Manager, Credit Manager, Credit Office Manager, Credit Union Manager, Director of Finance, District Manager, Electronic Services Vice President, Exchange Floor Manager, Factor, Field Supervisor, Finance Director, Finance Officer, Financial Administrator, Financial Engineer, Financial Institution Assistant Branch Manager, Financial Institution Branch Manager, Financial Institution Manager, Financial Supervisor, Fiscal Manager, Fiscal Specialist, Foreign Exchange Dealer, International Bank Manager, International Banker, Investment Manager, Investment Officer, Lending Manager, Loan Administrator, Loan and Credit Manager, Loan Manager, Loan Servicing Vice President, Loan Systems Director, Operations Manager, Operations Officer, Paymaster, Reimbursement Director, Relationship Manager, Residential Mortgage Manager, Risk and Insurance Manager, Risk Management Director, Service Center Manager, Trust Officer,

Financial Managers, Branch or Department Related Careers
Financial Managers, Branch or Department Tasks
Core Tasks
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
  • Examine, evaluate, or process loan applications.
  • 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.
  • Oversee the flow of cash or financial instruments.
  • Recruit staff members and oversee training programs.
Supplemental Tasks
  • Network within communities to find and attract new business.
  • 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.
  • Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
  • Review collection reports to determine the status of collections and the amounts of outstanding balances.
  • Prepare operational or risk reports for management analysis.
  • 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.
  • Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
  • Submit delinquent accounts to attorneys or outside agencies for collection.
  • Communicate with stockholders or other investors to provide information or to raise capital.
  • Evaluate data pertaining to costs to plan budgets.
  • Analyze and classify risks and investments to determine their potential impacts on companies.
  • Review reports of securities transactions or price lists to analyze market conditions.
  • Develop or analyze information to assess the current or future financial status of firms.
  • Direct insurance negotiations, select insurance brokers or carriers, and place insurance.

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