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.

• Assistant Branch Manager, Financial Institution
• Factor
• Foreign-Exchange Dealer
• Manager, Credit and Collection
• Manager, Exchange Floor
• Manager, Financial Institution
• Operations Officer
• Risk and Insurance Manager
• Trust Officer

• Analyze and classify risks and investments to determine their potential impacts on companies.
• Approve or reject, or coordinate the approval and rejection of, lines of credit and commercial, real estate, and personal loans.
• Communicate with stockholders and other investors to provide information, and to raise capital.
• Develop and analyze information to assess the current and future financial status of firms.
• Direct insurance negotiations, select insurance brokers and carriers, and place insurance.
• Establish and maintain relationships with individual and business customers, and provide assistance with problems these customers may encounter.
• Establish procedures for custody and control of assets, records, loan collateral, and securities, in order to ensure safekeeping.
• Evaluate data pertaining to costs in order to plan budgets.
• Evaluate financial reporting systems, accounting and collection procedures, and investment activities, and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions.
• Examine, evaluate, and process loan applications.
• Network within communities to find and attract new business.
• Oversee the flow of cash and financial instruments.
• Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
• Plan, direct, and coordinate the activities of workers in branches, offices, or departments of such establishments as branch banks, brokerage firms, risk and insurance departments, or credit departments.
• Prepare financial and regulatory reports required by laws, regulations, and boards of directors.
• Prepare operational and risk reports for management analysis.
• Recruit staff members, and oversee training programs.
• Review collection reports to determine the status of collections and the amounts of outstanding balances.
• Review reports of securities transactions and price lists in order to analyze market conditions.
• Submit delinquent accounts to attorneys or outside agencies for collection.

• analyze financial data
• analyze market conditions
• analyze operational or management reports or records
• approve or deny credit applications
• approve or deny loans
• assign work to staff or employees
• compile data for financial reports
• conduct financial investigations
• conduct or attend staff meetings
• develop budgets
• develop management control systems
• develop policies, procedures, methods, or standards
• direct and coordinate financial activities
• identify financial risks to company
• monitor credit extension decisions
• oversee execution of organizational or program policies
• prepare reports for management
• prepare required government reports
• review loan applications
• use government regulations
• use negotiation techniques