What You'll Do

  • 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.

Essential Skills

Reading Comprehension 4.0/5
Active Listening 4.0/5
Speaking 4.0/5
Critical Thinking 4.0/5
Writing 3.75/5
Monitoring 3.75/5
Social Perceptiveness 3.62/5
Coordination 3.62/5
Service Orientation 3.62/5
Complex Problem Solving 3.62/5
Judgment and Decision Making 3.62/5
Time Management 3.62/5

Career Fit Overview

Use this summary to sense whether the day to day rhythm and focus of this path line up with what energizes you.

Top passions

  • Leader: Taking charge and moving ideas forward motivates you.
  • Organizer: Bringing order to data and processes satisfies you.
  • Helper: Supporting people and making a difference matters to you.

Common styles

Attention to Detail, Integrity, Cooperation, Leadership, Dependability

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Key Abilities

This career demands strong capabilities in the following areas:

Oral Comprehension 4.12/5
Written Comprehension 4.12/5
Oral Expression 4.12/5
Deductive Reasoning 4.0/5
Speech Clarity 4.0/5
Written Expression 3.88/5
Problem Sensitivity 3.88/5
Inductive Reasoning 3.88/5

Technologies & Tools

Accounting software Accounts receivable software Adobe Acrobat ADP Workforce Now Alteryx software ARES Corporation PRISM Project Estimator Blackbaud The Raiser's Edge Credit management software Database software Delphi Technology FileMaker Pro Fund accounting software Healthcare common procedure coding system HCPCS Human resource information system (HRIS) Human resource management software HRMS IBM Cognos Impromptu IBM Notes IBM Power Systems software IBM SPSS Statistics Internet browser software

Work Environment & Style

Common Styles for This Career

  • Attention to Detail (High importance: 4.68/5)
  • Integrity (High importance: 4.55/5)
  • Cooperation (High importance: 4.47/5)
  • Leadership (High importance: 4.47/5)
  • Dependability (High importance: 4.33/5)

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How to Become One

Most employers require a bachelor's degree in a relevant field. Some positions may also require experience through internships, co-ops, or entry-level work to strengthen your candidacy.

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Also Known As

This career is known by many different job titles across industries. Here are all the variations:

Accountant Supervisor Accounting Director Accounting Manager Accounting Supervisor Accounts Manager Accounts Payable Manager Accounts Supervisor Actuarial Manager Asset Manager ATM Manager (Automated Teller Machine Manager) Auditing Manager Auditor Supervisor Bank Branch Manager Bank Manager Banking Branch Manager Banking Center Manager (BCM) Banking Manager Banking Supervisor Branch Manager Budget Manager Business Banking Manager Cash Manager City Comptroller Collections Manager Comptroller Cost Accounting Manager Credit Administration Manager Credit and Collection Manager Credit Department Manager Credit Manager Credit Office Manager Credit Union Manager Exchange Floor Manager Finance Director Finance Manager Financial Center Manager Financial Director Financial Institution Branch Manager Financial Institution Manager Financial Manager Financial Officer Financial Planning and Analysis Manager Financial Planning Manager Financial Reporting Manager Financial Supervisor Financial Systems Manager Fiscal Manager International Bank Manager Investment Manager Paymaster Reimbursement Director Residential Mortgage Manager Revenue Cycle Manager Risk and Insurance Manager Risk Management Director Tax Director Tax Manager