Branch Financial Managers

Direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Enterprising

Second Interest High-Point

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Conventional

First Interest High-Point

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Social

Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

Realistic

Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.

Investigative

Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.

Artistic

Third Interest High-Point

Job Zone Four: Considerable Preparation Needed

Financial Managers, Branch or Department

Financial Managers

Management Occupations

Operations Specialties Managers

Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

Examine, evaluate, or process loan applications.

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.

Oversee the flow of cash or financial instruments.

Network within communities to find and attract new business.

Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.

Prepare financial or regulatory reports required by laws, regulations, or boards of directors.

Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.

Review collection reports to determine the status of collections and the amounts of outstanding balances.

Prepare operational or risk reports for management analysis.

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.

Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.

Submit delinquent accounts to attorneys or outside agencies for collection.

Communicate with stockholders or other investors to provide information or to raise capital.

Evaluate data pertaining to costs to plan budgets.

Analyze and classify risks and investments to determine their potential impacts on companies.

Review reports of securities transactions or price lists to analyze market conditions.

Develop or analyze information to assess the current or future financial status of firms.

Direct insurance negotiations, select insurance brokers or carriers, and place insurance.

10-key calculators

Desktop computers

Notebook computers

Personal computers

Personal digital assistants PDA

Scanners

Tablet computers

Accounts receivable software

ADP Workforce Now

ARES Corporation PRISM Project Estimator

Blackbaud The Raiser's Edge

Credit management software

Data entry software

Delphi Technology

FileMaker Pro

Fund accounting software

Healthcare common procedure coding system HCPCS

Human resource information system HRIS

Human resource management software HRMS

IBM Cognos Impromptu

IBM Notes

IBM Power Systems software

IBM SPSS Statistics

Internet browser software

Intuit QuickBooks

LexisNexis

Marketo Marketing Automation

Microsoft Access

Microsoft Dynamics

Microsoft Dynamics GP

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft PowerPoint

Microsoft Project

Microsoft SharePoint

Microsoft Visio

Microsoft Visual Basic

Microsoft Word

MicroStrategy

Moody's KMV FAMAS

NetSuite ERP

Oracle Business Intelligence Enterprise Edition

Oracle E-Business Suite Financials

Oracle Fusion Applications

Oracle Hyperion

Oracle JD Edwards EnterpriseOne

Oracle PeopleSoft

Oracle PeopleSoft Financials

Oracle Primavera Enterprise Project Portfolio Management

Qlik Tech QlikView

Sage 50 Accounting

Salesforce software

SAP Business Objects

SAP Crystal Reports

Structured query language SQL

Tableau

Tax software

Word processing software

Yardi

Be the best you can be in role current role.  Be able to adapt to change and always go above and beyond your normal daily duties.  These are the things that get noticed.

My family wanted me to become an attorney and pressured me to attend law school.

Managing multiple tasks, while making sure we help our customers reach their financial goals.

Branch Manager

I won't be successful in a more challenging role.

Peter Maxemous

Branch Manager

Milestones

Education

Career

Career Roadmap

My work combines:

My work combines:

Business

Entrepreneurship

Accomplishing Goals

Day to Day

Skills & Qualities Beyond School

Advice for Getting Started

Recommended Education

My career is related to what I studied. I'd recommend the path I took:

Hurdles

The Noise I Shed

From Myself:

Challenges I Overcame

First-Generation Immigrant