Profession financial services manager

Financial institution branch managers direct and coordinate activities of staff in a financial establishment’s branch, office or department, e.g. bank branch, brokerage firm, risk and insurance department or credit department.

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Tasks financial services manager

• Plan, direct and coordinate the activities of staff in the branch or department.
• Establish and maintain relationships with individual and business customers.
• Provide assistance with customers' problems, such as heritage matters, changes in law that affect customers, etc.
• Examine, evaluate and process loan applications.
• Monitor credit extension decisions.
• Conduct financial investigations.
• Oversee the flow of cash and financial instruments, and prepare financial and regulatory reports.
• Recruit staff members, evaluate their performance, and coordinate training programmes.
• Approve or reject, or coordinate the approval or rejection of, lines of credit and commercial, real estate and personal loans.
• Coordinate the cooperation with the other branches of the company.

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