- Description
- Work Activities
- Abilities
- Interests
- Knowledge
- Wages
- Skills
- Work Values
- Work Styles
- Related Degrees
- Work Context
- Task Ratings
- Education
Job 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 spend a lot of their time Selling or Influencing Others. They are naturally good at Oral Comprehension, Oral Expression, Near Vision, and Written Expression. Financial Managers, Branch or Department are typically characterized as being Enterprising and Conventional. They are usually very knowledgable about Customer and Personal Service, Mathematics, and Clerical and are skilled at Reading Comprehension and Monitoring.
Work Activities
Selling or Influencing Others
Processing Information
Making Decisions and Solving Problems
Updating and Using Relevant Knowledge
Evaluating Information to Determine Compliance with Standards
Performing for or Working Directly with the Public
Guiding, Directing, and Motivating Subordinates
Establishing and Maintaining Interpersonal Relationships
Organizing, Planning, and Prioritizing Work
Provide Consultation and Advice to Others
Scheduling Work and Activities
Thinking Creatively
Communicating with Supervisors, Peers, or Subordinates
Communicating with Persons Outside Organization
Analyzing Data or Information
Monitor Processes, Materials, or Surroundings
Getting Information
Judging the Qualities of Things, Services, or People
Coaching and Developing Others
Training and Teaching Others
Resolving Conflicts and Negotiating with Others
Identifying Objects, Actions, and Events
Developing Objectives and Strategies
Coordinating the Work and Activities of Others
Interpreting the Meaning of Information for Others
Developing and Building Teams
Documenting/Recording Information
Performing Administrative Activities
Staffing Organizational Units
Monitoring and Controlling Resources
Interacting With Computers
Assisting and Caring for Others
Estimating the Quantifiable Characteristics of Products, Events, or Information
Handling and Moving Objects
Controlling Machines and Processes
Repairing and Maintaining Electronic Equipment
Performing General Physical Activities
Operating Vehicles, Mechanized Devices, or Equipment
Inspecting Equipment, Structures, or Material
Abilities
Oral Comprehension
Oral Expression
Near Vision
Written Expression
Deductive Reasoning
Number Facility
Written Comprehension
Speech Clarity
Speech Recognition
Problem Sensitivity
Mathematical Reasoning
Originality
Inductive Reasoning
Fluency of Ideas
Information Ordering
Category Flexibility
Time Sharing
Memorization
Flexibility of Closure
Selective Attention
Speed of Closure
Far Vision
Perceptual Speed
Finger Dexterity
Visualization
Visual Color Discrimination
Auditory Attention
Hearing Sensitivity
Interests
Enterprising
Conventional
Social
Realistic
Investigative
Artistic
Knowledge
Customer and Personal Service
Mathematics
Clerical
Education and Training
Administration and Management
Sales and Marketing
Economics and Accounting
Computers and Electronics
Personnel and Human Resources
English Language
Law and Government
Production and Processing
Public Safety and Security
Communications and Media
Therapy and Counseling
Telecommunications
Transportation
Psychology
Design
Mechanical
Geography
Engineering and Technology
Philosophy and Theology
History and Archeology
Physics
Foreign Language
Medicine and Dentistry
Fine Arts
Wages
New York
$138,680
New Jersey
$125,300
District of Columbia
$124,220
Delaware
$120,640
California
$116,070
Massachusetts
$115,380
Virginia
$114,130
Colorado
$112,960
Minnesota
$106,520
Rhode Island
$105,690
Florida
$103,910
North Carolina
$103,210
Texas
$102,620
Missouri
$101,540
South Dakota
$101,440
Washington
$101,170
Georgia
$101,060
Illinois
$100,630
Ohio
$100,060
Vermont
$99,540
Connecticut
$99,380
Maryland
$98,360
Pennsylvania
$97,370
Nebraska
$97,110
Oregon
$96,340
Michigan
$94,790
Indiana
$94,070
Alabama
$92,900
Wisconsin
$91,900
Iowa
$89,800
Arizona
$89,550
Utah
$89,360
New Hampshire
$89,220
South Carolina
$88,430
New Mexico
$88,080
Alaska
$87,940
Kansas
$85,720
Nevada
$85,350
Hawaii
$81,550
Wyoming
$81,340
North Dakota
$81,070
Tennessee
$76,900
Montana
$76,430
Oklahoma
$75,740
Louisiana
$75,500
Maine
$75,160
Kentucky
$74,370
Idaho
$72,270
Virgin Islands
$71,660
Arkansas
$70,520
Mississippi
$67,600
West Virginia
$65,760
Puerto Rico
$58,260
Guam
$53,210
Skills
Reading Comprehension
Monitoring
Writing
Active Listening
Persuasion
Critical Thinking
Time Management
Speaking
Management of Personnel Resources
Judgment and Decision Making
Social Perceptiveness
Service Orientation
Active Learning
Coordination
Learning Strategies
Instructing
Systems Evaluation
Systems Analysis
Mathematics
Complex Problem Solving
Negotiation
Management of Financial Resources
Operations Analysis
Management of Material Resources
Operation Monitoring
Quality Control Analysis
Work Values
Working Conditions
Independence
Recognition
Achievement
Relationships
Support
Work Styles
Integrity
Dependability
Attention to Detail
Leadership
Self Control
Achievement/Effort
Cooperation
Social Orientation
Independence
Initiative
Stress Tolerance
Innovation
Adaptability/Flexibility
Persistence
Concern for Others
Analytical Thinking
Related University Degree Programs
Work Context
Telephone
Electronic Mail
Contact With Others
Deal With External Customers
Frequency of Decision Making
Face-to-Face Discussions
Work With Work Group or Team
Letters and Memos
Importance of Being Exact or Accurate
Impact of Decisions on Co-workers or Company Results
Structured versus Unstructured Work
Freedom to Make Decisions
Level of Competition
Responsibility for Outcomes and Results
Spend Time Sitting
Indoors, Environmentally Controlled
Time Pressure
Degree of Automation
Coordinate or Lead Others
Importance of Repeating Same Tasks
Deal With Unpleasant or Angry People
Frequency of Conflict Situations
Consequence of Error
Physical Proximity
Public Speaking
Responsible for Others' Health and Safety
Duration of Typical Work Week
Spend Time Standing
In an Enclosed Vehicle or Equipment
Sounds, Noise Levels Are Distracting or Uncomfortable
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Walking and Running
Spend Time Making Repetitive Motions
Outdoors, Exposed to Weather
Deal With Physically Aggressive People
Cramped Work Space, Awkward Positions
Exposed to Contaminants
Outdoors, Under Cover
Very Hot or Cold Temperatures
Spend Time Bending or Twisting the Body
Spend Time Kneeling, Crouching, Stooping, or Crawling
Exposed to Minor Burns, Cuts, Bites, or Stings
Exposed to Disease or Infections
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Exposed to Hazardous Conditions
Spend Time Climbing Ladders, Scaffolds, or Poles
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Work Schedules
Spend Time Keeping or Regaining Balance
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Exposed to High Places
Pace Determined by Speed of Equipment
-40 hours-
Duration of Typical Work Week
-A lot of freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-About half the time-
Spend Time Bending or Twisting the Body
Spend Time Making Repetitive Motions
Spend Time Standing
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Sitting
Spend Time Keeping or Regaining Balance
Spend Time Walking and Running
-Completely automated-
Degree of Automation
-Constant contact with others-
Contact With Others
-Contact with others about half the time-
Contact With Others
-Contact with others most of the time-
Contact With Others
-Continually or almost continually-
Spend Time Sitting
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Keeping or Regaining Balance
Spend Time Walking and Running
Spend Time Making Repetitive Motions
Spend Time Standing
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Bending or Twisting the Body
-Every day-
Telephone
Electronic Mail
Frequency of Decision Making
Face-to-Face Discussions
Indoors, Environmentally Controlled
Letters and Memos
Time Pressure
Sounds, Noise Levels Are Distracting or Uncomfortable
Public Speaking
Exposed to Disease or Infections
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Frequency of Conflict Situations
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
In an Enclosed Vehicle or Equipment
Exposed to Contaminants
Exposed to High Places
Deal With Unpleasant or Angry People
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
-Extremely competitive-
Level of Competition
-Extremely important-
Deal With External Customers
Work With Work Group or Team
Importance of Being Exact or Accurate
Coordinate or Lead Others
Importance of Repeating Same Tasks
Pace Determined by Speed of Equipment
-Extremely serious-
Consequence of Error
-Fairly important-
Coordinate or Lead Others
Deal With External Customers
Importance of Being Exact or Accurate
Pace Determined by Speed of Equipment
Importance of Repeating Same Tasks
Work With Work Group or Team
-Fairly serious-
Consequence of Error
-High responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-Highly automated-
Degree of Automation
-Highly competitive-
Level of Competition
-I don't work near other people (beyond 100 ft.)-
Physical Proximity
-I work with others but not closely (e.g., private office)-
Physical Proximity
-Important-
Importance of Repeating Same Tasks
Coordinate or Lead Others
Work With Work Group or Team
Importance of Being Exact or Accurate
Pace Determined by Speed of Equipment
Deal With External Customers
-Important results-
Impact of Decisions on Co-workers or Company Results
-Irregular (changes with weather conditions, production demands, or contract duration)-
Work Schedules
-Less than 40 hours-
Duration of Typical Work Week
-Less than half the time-
Spend Time Standing
Spend Time Walking and Running
Spend Time Making Repetitive Motions
Spend Time Sitting
Spend Time Bending or Twisting the Body
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Keeping or Regaining Balance
-Limited freedom-
Freedom to Make Decisions
Structured versus Unstructured Work
-Limited responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-Minor results-
Impact of Decisions on Co-workers or Company Results
-Moderate responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-Moderate results-
Impact of Decisions on Co-workers or Company Results
-Moderately automated-
Degree of Automation
-Moderately close (at arm's length)-
Physical Proximity
-Moderately competitive-
Level of Competition
-More than 40 hours-
Duration of Typical Work Week
-More than half the time-
Spend Time Sitting
Spend Time Standing
Spend Time Making Repetitive Motions
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Bending or Twisting the Body
Spend Time Keeping or Regaining Balance
Spend Time Walking and Running
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
-Never-
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Spend Time Keeping or Regaining Balance
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Exposed to High Places
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Exposed to Hazardous Conditions
Spend Time Climbing Ladders, Scaffolds, or Poles
Indoors, Not Environmentally Controlled
Exposed to Disease or Infections
Exposed to Minor Burns, Cuts, Bites, or Stings
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Bending or Twisting the Body
Cramped Work Space, Awkward Positions
Outdoors, Exposed to Weather
Very Hot or Cold Temperatures
Outdoors, Under Cover
Exposed to Contaminants
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
In an Enclosed Vehicle or Equipment
Sounds, Noise Levels Are Distracting or Uncomfortable
Deal With Physically Aggressive People
Spend Time Making Repetitive Motions
Spend Time Walking and Running
Indoors, Environmentally Controlled
Public Speaking
Telephone
Spend Time Sitting
Frequency of Conflict Situations
Time Pressure
Face-to-Face Discussions
Frequency of Decision Making
Electronic Mail
Spend Time Standing
Deal With Unpleasant or Angry People
Letters and Memos
-No contact with others-
Contact With Others
-No freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-No responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-No results-
Impact of Decisions on Co-workers or Company Results
-Not at all automated-
Degree of Automation
-Not at all competitive-
Level of Competition
-Not important at all-
Pace Determined by Speed of Equipment
Coordinate or Lead Others
Importance of Repeating Same Tasks
Deal With External Customers
Work With Work Group or Team
Importance of Being Exact or Accurate
-Not serious at all-
Consequence of Error
-Occasional contact with others-
Contact With Others
-Once a month or more but not every week-
Deal With Unpleasant or Angry People
Time Pressure
Frequency of Conflict Situations
Public Speaking
Cramped Work Space, Awkward Positions
Frequency of Decision Making
Electronic Mail
Face-to-Face Discussions
In an Enclosed Vehicle or Equipment
Sounds, Noise Levels Are Distracting or Uncomfortable
Exposed to High Places
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Exposed to Hazardous Conditions
Letters and Memos
Deal With Physically Aggressive People
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Exposed to Disease or Infections
Telephone
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Indoors, Environmentally Controlled
Exposed to Contaminants
-Once a week or more but not every day-
Frequency of Conflict Situations
Deal With Unpleasant or Angry People
In an Enclosed Vehicle or Equipment
Letters and Memos
Time Pressure
Public Speaking
Outdoors, Exposed to Weather
Face-to-Face Discussions
Sounds, Noise Levels Are Distracting or Uncomfortable
Exposed to Contaminants
Frequency of Decision Making
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Exposed to Disease or Infections
Telephone
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Indoors, Environmentally Controlled
Exposed to High Places
Electronic Mail
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
-Once a year or more but not every month-
Deal With Physically Aggressive People
Public Speaking
Frequency of Conflict Situations
Sounds, Noise Levels Are Distracting or Uncomfortable
Outdoors, Under Cover
Exposed to Contaminants
Very Hot or Cold Temperatures
Face-to-Face Discussions
Exposed to Minor Burns, Cuts, Bites, or Stings
Deal With Unpleasant or Angry People
Letters and Memos
Time Pressure
In an Enclosed Vehicle or Equipment
Outdoors, Exposed to Weather
Indoors, Not Environmentally Controlled
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Frequency of Decision Making
Indoors, Environmentally Controlled
Exposed to High Places
Electronic Mail
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Exposed to Disease or Infections
Telephone
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
-Regular (established routine, set schedule)-
Work Schedules
-Seasonal (only during certain times of the year)-
Work Schedules
-Serious-
Consequence of Error
-Slightly automated-
Degree of Automation
-Slightly close (e.g., shared office)-
Physical Proximity
-Slightly competitive-
Level of Competition
-Some freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-Very close (near touching)-
Physical Proximity
-Very high responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Very important-
Importance of Repeating Same Tasks
Importance of Being Exact or Accurate
Work With Work Group or Team
Coordinate or Lead Others
Deal With External Customers
Pace Determined by Speed of Equipment
-Very important results-
Impact of Decisions on Co-workers or Company Results
-Very little freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-Very serious-
Consequence of Error
Task Ratings
- Importance Core-
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.
- Importance Supplemental-
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.
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.
- Relevance of Task Core-
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Recruit staff members and oversee training programs.
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.
Examine, evaluate, or process loan applications.
Oversee the flow of cash or financial instruments.
- Relevance of Task Supplemental-
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
Review collection reports to determine the status of collections and the amounts of outstanding balances.
Network within communities to find and attract new business.
Evaluate data pertaining to costs to plan budgets.
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.
Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
Prepare operational or risk reports for management analysis.
Submit delinquent accounts to attorneys or outside agencies for collection.
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
Communicate with stockholders or other investors to provide information or to raise capital.
Review reports of securities transactions or price lists to analyze market conditions.
Direct insurance negotiations, select insurance brokers or carriers, and place insurance.
Develop or analyze information to assess the current or future financial status of firms.
Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
Analyze and classify risks and investments to determine their potential impacts on companies.
-Daily Frequency of Task (Categories 1-7) Core-
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.
Examine, evaluate, or process loan applications.
Recruit staff members and oversee training programs.
-Daily Frequency of Task (Categories 1-7) Supplemental-
Network within communities to find and attract new business.
Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
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.
Review collection reports to determine the status of collections and the amounts of outstanding balances.
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
Communicate with stockholders or other investors to provide information or to raise capital.
Evaluate data pertaining to costs to plan budgets.
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.
Prepare operational or risk reports for management analysis.
Direct insurance negotiations, select insurance brokers or carriers, and place insurance.
Submit delinquent accounts to attorneys or outside agencies for collection.
-Hourly or more Frequency of Task (Categories 1-7) Core-
Examine, evaluate, or process loan applications.
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.
Oversee the flow of cash or financial instruments.
Recruit staff members and oversee training programs.
-Hourly or more Frequency of Task (Categories 1-7) Supplemental-
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
Network within communities to find and attract new business.
Review collection reports to determine the status of collections and the amounts of outstanding balances.
Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
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.
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.
Evaluate data pertaining to costs to plan budgets.
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
Prepare operational or risk reports for management analysis.
Review reports of securities transactions or price lists to analyze market conditions.
Submit delinquent accounts to attorneys or outside agencies for collection.
-More than monthly Frequency of Task (Categories 1-7) Core-
Recruit staff members and oversee training programs.
Oversee the flow of cash or financial instruments.
Examine, evaluate, or process loan applications.
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.
-More than monthly Frequency of Task (Categories 1-7) Supplemental-
Prepare operational or risk reports for management analysis.
Submit delinquent accounts to attorneys or outside agencies for collection.
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.
Evaluate data pertaining to costs to plan budgets.
Review collection reports to determine the status of collections and the amounts of outstanding balances.
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
Network within communities to find and attract new business.
Communicate with stockholders or other investors to provide information or to raise capital.
Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
Develop or analyze information to assess the current or future financial status of firms.
-More than weekly Frequency of Task (Categories 1-7) Core-
Oversee the flow of cash or financial instruments.
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.
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Recruit staff members and oversee training programs.
-More than weekly Frequency of Task (Categories 1-7) Supplemental-
Review reports of securities transactions or price lists to analyze market conditions.
Network within communities to find and attract new business.
Communicate with stockholders or other investors to provide information or to raise capital.
Prepare operational or risk reports for management analysis.
Review collection reports to determine the status of collections and the amounts of outstanding balances.
Evaluate data pertaining to costs to plan budgets.
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.
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
Submit delinquent accounts to attorneys or outside agencies for collection.
-More than yearly Frequency of Task (Categories 1-7) Core-
Recruit staff members and oversee training programs.
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Examine, evaluate, or process loan applications.
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.
-More than yearly Frequency of Task (Categories 1-7) Supplemental-
Evaluate data pertaining to costs to plan budgets.
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
Submit delinquent accounts to attorneys or outside agencies for collection.
Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
Prepare operational or risk reports for management analysis.
Review reports of securities transactions or price lists to analyze market conditions.
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.
Communicate with stockholders or other investors to provide information or to raise capital.
Review collection reports to determine the status of collections and the amounts of outstanding balances.
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
-Several times daily Frequency of Task (Categories 1-7) Core-
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.
Examine, evaluate, or process loan applications.
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.
Recruit staff members and oversee training programs.
-Several times daily Frequency of Task (Categories 1-7) Supplemental-
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
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.
Network within communities to find and attract new business.
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.
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.
Evaluate data pertaining to costs to plan budgets.
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
Prepare operational or risk reports for management analysis.
Review reports of securities transactions or price lists to analyze market conditions.
Submit delinquent accounts to attorneys or outside agencies for collection.
-Yearly or less Frequency of Task (Categories 1-7) Core-
Recruit staff members and oversee training programs.
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Examine, evaluate, or process loan applications.
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.
-Yearly or less Frequency of Task (Categories 1-7) Supplemental-
Communicate with stockholders or other investors to provide information or to raise capital.
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
Submit delinquent accounts to attorneys or outside agencies for collection.
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.
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.
Evaluate data pertaining to costs to plan budgets.
Review reports of securities transactions or price lists to analyze market conditions.
Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
Prepare operational or risk reports for management analysis.
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
Network within communities to find and attract new business.
Education Training Experience
-On-Site or In-Plant Training-
Up to and including 1 month
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 2 years, up to and including 4 years
Over 4 years, up to and including 10 years
-On-the-Job Training-
Anything beyond short demonstration, up to and including 1 month
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
Over 2 years, up to and including 4 years
Over 4 years, up to and including 10 years
-Related Work Experience-
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
Over 2 years, up to and including 4 years
Over 4 years, up to and including 6 years
Over 6 years, up to and including 8 years
Over 8 years, up to and including 10 years
Over 10 years
-Required Level of Education-
High School Diploma (or GED or High School Equivalence Certificate)
Some College Courses
Associate's Degree (or other 2-year degree)
Bachelor's Degree
Post-Baccalaureate Certificate - awarded for completion of an organized program of study; designed for people who have completed a Baccalaureate degree, but do not meet the requirements of academic degrees carrying the title of Master