(Career Asssessments, Exploration & Counselling)
Career: 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.
Job Tasks
Importance %age |
Task Description |
100
|
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter. |
92
|
Recruit staff members and oversee training programs. |
81
|
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. |
77
|
Examine, evaluate, or process loan applications. |
72
|
Oversee the flow of cash or financial instruments. |
67
|
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans. |
65
|
Review collection reports to determine the status of collections and the amounts of outstanding balances. |
62
|
Network within communities to find and attract new business. |
55
|
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. |
55
|
Evaluate data pertaining to costs to plan budgets. |
46
|
Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping. |
44
|
Prepare operational or risk reports for management analysis. |
38
|
Submit delinquent accounts to attorneys or outside agencies for collection. |
36
|
Prepare financial or regulatory reports required by laws, regulations, or boards of directors. |
35
|
Communicate with stockholders or other investors to provide information or to raise capital. |
30
|
Review reports of securities transactions or price lists to analyze market conditions. |
26
|
Direct insurance negotiations, select insurance brokers or carriers, and place insurance. |
19
|
Develop or analyze information to assess the current or future financial status of firms. |
18
|
Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses. |
16
|
Analyze and classify risks and investments to determine their potential impacts on companies. |
Work Activities
Importance %age |
Activity Description |
90
|
Selling or Influencing Others
|
83
|
Processing Information
|
81
|
Making Decisions and Solving Problems
|
80
|
Updating and Using Relevant Knowledge
|
79
|
Evaluating Information to Determine Compliance with Standards
|
79
|
Performing for or Working Directly with the Public
|
77
|
Guiding, Directing, and Motivating Subordinates
|
77
|
Establishing and Maintaining Interpersonal Relationships
|
76
|
Organizing, Planning, and Prioritizing Work
|
74
|
Provide Consultation and Advice to Others
|
72
|
Scheduling Work and Activities
|
70
|
Thinking Creatively
|
68
|
Communicating with Supervisors, Peers, or Subordinates
|
68
|
Communicating with Persons Outside Organization
|
67
|
Analyzing Data or Information
|
64
|
Monitor Processes, Materials, or Surroundings
|
63
|
Judging the Qualities of Things, Services, or People
|
63
|
Getting Information
|
62
|
Training and Teaching Others
|
62
|
Coaching and Developing Others
|
61
|
Resolving Conflicts and Negotiating with Others
|
61
|
Developing Objectives and Strategies
|
61
|
Identifying Objects, Actions, and Events
|
60
|
Coordinating the Work and Activities of Others
|
59
|
Interpreting the Meaning of Information for Others
|
57
|
Developing and Building Teams
|
52
|
Documenting/Recording Information
|
49
|
Performing Administrative Activities
|
48
|
Staffing Organizational Units
|
48
|
Monitoring and Controlling Resources
|
45
|
Interacting With Computers
|
38
|
Assisting and Caring for Others
|
30
|
Estimating the Quantifiable Characteristics of Products, Events, or Information
|
24
|
Handling and Moving Objects
|
23
|
Controlling Machines and Processes
|
16
|
Repairing and Maintaining Electronic Equipment
|
16
|
Performing General Physical Activities
|
9
|
Operating Vehicles, Mechanized Devices, or Equipment
|
6
|
Inspecting Equipment, Structures, or Material
|
2
|
Repairing and Maintaining Mechanical Equipment
|
1
|
Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment
|