Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
Work Activities
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Examine, evaluate, or process loan applications.
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Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
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Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
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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.
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Oversee the flow of cash or financial instruments.
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Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
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Develop or analyze information to assess the current or future financial status of firms.
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Recruit staff members.
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Communicate with stockholders or other investors to provide information or to raise capital.
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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.
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Prepare operational or risk reports for management analysis.
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Analyze and classify risks and investments to determine their potential impacts on companies.
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Network within communities to find and attract new business.
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Review collection reports to determine the status of collections and the amounts of outstanding balances.
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Evaluate data pertaining to costs to plan budgets.
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Oversee training programs.
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Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
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Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
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Review reports of securities transactions or price lists to analyze market conditions.
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Direct insurance negotiations, select insurance brokers or carriers, and place insurance.
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Submit delinquent accounts to attorneys or outside agencies for collection.
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Active Listening
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
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Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
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Monitoring
Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
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Oral Expression
The ability to communicate information and ideas in speaking so others will understand.
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Deductive Reasoning
The ability to apply general rules to specific problems to produce answers that make sense.
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Oral Comprehension
The ability to listen to and understand information and ideas presented through spoken words and sentences.
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Economics and Accounting
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
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Administration and Management
Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
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Mathematics
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
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Currently Employed
20,760
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Yearly Projected Openings
2,000
- Education Bachelor's degree
- Work Experience 5 years or more work experience
- Training No on-the-job training
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Looking for technical training programs?
Check out these programs:
Enterprising: People interested in this work like activities that include leading, making decisions, and business.They do well at jobs that need:
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Dependability
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Integrity
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Attention to Detail
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Achievement/Effort
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Persistence
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Leadership
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Personal digital assistant PDAs or organizers
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Personal computers
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Notebook computers
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Desktop computers
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Desktop calculator
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Financial analysis software
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Enterprise resource planning ERP software
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Data base user interface and query software
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Business intelligence and data analysis software
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Accounting software
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InDemand occupations are considered a priority
by the state of Ohio.
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Bright Outlook occupations will grow rapidly in the next few years, have a large number of openings, or are new and emerging careers.
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Apprenticeships are available for this occupation. These programs can help you get hands-on experience and build your skills.
