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Financial Managers, Branch or Department - 11-3031.02

O*NET-SOC 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.

Sample of Reported Job Titles

  • Assistant Manager
  • Assistant Vice President (AVP)
  • Banking Center Manager (BCM)
  • Banking Officer
  • Branch Manager
  • Credit Administration Manager
  • Financial Center Manager
  • Regional Manager
  • Service Center Manager
  • Vice President

SOC Occupation Groups

11-0000 Management Occupations
11-3000 Operations Specialties Managers
11-3030 Financial Managers
11-3031.00 Financial Managers
11-3031.02 Financial Managers, Branch or Department

Related Occupations


  • Analyze and classify risks and investments to determine their potential impacts on companies.
  • 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.
  • 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.
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
  • Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
  • 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.
  • Examine, evaluate, or process loan applications.
  • Network within communities to find and attract new business.
  • Oversee the flow of cash or financial instruments.
  • Oversee training programs.
  • Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
  • 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.
  • Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
  • Prepare operational or risk reports for management analysis.
  • Recruit staff members.
  • Review collection reports to determine the status of collections and the amounts of outstanding balances.
  • Review reports of securities transactions or price lists to analyze market conditions.
  • Submit delinquent accounts to attorneys or outside agencies for collection.

Detailed Work Activities

  • Analyze financial records or reports to determine state of operations.
  • Analyze financial records to improve budgeting or planning.
  • Analyze financial records to improve efficiency.
  • Analyze forecasting data to improve business decisions.
  • Analyze risks to minimize losses or damages.
  • Approve expenditures.
  • Communicate organizational information to customers or other stakeholders.
  • Coordinate operational activities with external stakeholders.
  • Determine pricing or monetary policies.
  • Develop operating strategies, plans, or procedures.
  • Direct financial operations.
  • Direct organizational operations, projects, or services.
  • Establish interpersonal business relationships to facilitate work activities.
  • Maintain regulatory or compliance documentation.
  • Monitor flow of cash or other resources.
  • Negotiate sales or lease agreements for products or services.
  • Prepare financial documents, reports, or budgets.
  • Prepare operational progress or status reports.
  • Prepare reports related to compliance matters.
  • Recommend organizational process or policy changes.
  • Recruit personnel.
  • Supervise employees.

Military Crosswalk Titles

  • Accounting Officer (Navy - Commissioned or Warrant Officer)
  • Comptroller (Navy - Commissioned or Warrant Officer)
  • Comptrollership (Coast Guard - Commissioned Officer only)
  • Contracting (Air Force - Enlisted)
  • Contracting Apprentice (Air Force - Enlisted)
  • Contracting Craftsman (Air Force - Enlisted)
  • Contracting Helper (Air Force - Enlisted)
  • Contracting Journeyman (Air Force - Enlisted)
  • Contracting Superintendent (Air Force - Enlisted)
  • CWO - Ship's Clerk (Navy - Warrant Officer only)
  • Disbursing Officer (Navy - Commissioned or Warrant Officer)
  • Financial Management (Air Force - Commissioned Officer only)
  • Financial Management (Coast Guard - Commissioned Officer only)
  • Financial Management and Comptroller (Air Force - Enlisted)
  • Financial Management and Comptroller Apprentice (Air Force - Enlisted)
  • Financial Management and Comptroller Craftsman (Air Force - Enlisted)
  • Financial Management and Comptroller Helper (Air Force - Enlisted)
  • Financial Management and Comptroller Journeyman (Air Force - Enlisted)
  • Financial Management and Comptroller Superintendent (Air Force - Enlisted)
  • Financial Management Officer (Marine Corps - Commissioned Officer only)
  • Financial Management Resource Officer (Marine Corps - Warrant Officer only)
  • Financial Management Specialist (Marine Corps - Commissioned Officer only)
  • Financial Manager (Army - Commissioned Officer only)
  • Fiscal Operations (Coast Guard - Commissioned Officer only)
  • Health Services Comptroller (Army - Commissioned Officer only)
  • Internal Review Officer (Navy - Commissioned or Warrant Officer)
  • LDO - Administration (Navy - Commissioned Officer only)
  • Logistics Specialist (Navy - Enlisted)
  • Logistics Specialist (Submarine) (Navy - Enlisted)
  • Personnel Specialist (Navy - Enlisted)
  • Storekeeper (Coast Guard - Enlisted)
  • Yeoman (Coast Guard - Enlisted)

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

  • 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