Financial Managers

The work

Core tasks

1. 01Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
2. 02Oversee the flow of cash or financial instruments.
3. 03Plan, 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.
4. 04Recruit staff members.
5. 05Evaluate data pertaining to costs to plan budgets.
6. 06Oversee training programs.
7. 07Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
8. 08Communicate with stockholders or other investors to provide information or to raise capital.
9. 09Develop or analyze information to assess the current or future financial status of firms.
10. 10Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
11. 11Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
12. 12Examine, evaluate, or process loan applications.

Capabilities

Essential skills

Employment outlook

Where the role is heading