Financial Managers, Branch or Department

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