Staff role

Financial Manager

Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

O*NET reports this occupation under titles such as: Accounting Supervisor; Banking Center Manager (BCM); Branch Manager; Business Banking Manager; Credit Administration Manager; Credit Manager; Financial Center Manager; Financial Planning Manager; Financial Reporting Manager; Financial Systems Manager

Tasks

  • 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.
  • Recruit staff members.
  • Evaluate data pertaining to costs to plan budgets.
  • Oversee training programs.

Knowledge

  • Customer and Personal Service
  • Administration and Management
  • Economics and Accounting
  • Administrative
  • Mathematics
  • Law and Government
  • Personnel and Human Resources
  • Sales and Marketing
  • Education and Training
  • English Language
  • Computers and Electronics

Skills

  • Reading Comprehension
  • Active Listening
  • Speaking
  • Critical Thinking
  • Writing
  • Monitoring
  • Mathematics
  • Active Learning
  • Learning Strategies

Abilities

  • Oral Comprehension
  • Written Comprehension
  • Oral Expression
  • Deductive Reasoning
  • Speech Clarity
  • Written Expression
  • Problem Sensitivity
  • Inductive Reasoning
  • Information Ordering
  • Near Vision
  • Speech Recognition
  • Mathematical Reasoning
  • Number Facility
  • Fluency of Ideas
  • Flexibility of Closure
  • Category Flexibility
  • Speed of Closure

This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.

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