On a typical day a student would observe me assisting clients with their financial needs. That could mean helping them open an account, assist them with managing their debts or any financial concerns they may have. A student would also observe me coaching my staff and addressing any operational concern of the day.
Tasks & Responsibilities May Include
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
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.
Prepare operational or risk reports for management analysis.
Evaluate data pertaining to costs to plan budgets.
Level of Education Attained by Financial Managers
Most common level of education among people in this career: Bachelor's degree (42%)
Some skills which are needed are customer service skills and a genuine concern for your customers and your fellow employees. To do your best on a daily basis and encourage your employees to do the same.
You must love problem solving and helping people, along with an understanding of math.
High School Students
This page includes information from theO*NET 25.0 Databaseby the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under theCC BY 4.0license. O*NET® is a trademark of USDOL/ETA.