10021 – Banking, credit and other investment managers
10021 – Banking, credit and other investment managers
Banking, credit and other investment managers plan, organize, direct, control and evaluate the activities of financial establishments or operational departments within such establishments, or credit departments in industrial and commercial establishments. They oversee business development and manage overall performance in accordance with established strategic directions and policies. Banking managers are employed by banks, trust companies and credit unions. Credit managers are employed by credit departments in department stores, utility companies, car dealerships, insurance companies or other industrial or commercial organizations. Other investment managers are employed by credit card companies, consumer loan companies, mutual fund investment firms, mortgage investment companies or other financial establishments concerned with extending loans and financing and investments.
Profile
Index of titles
Accounts manager - banking, credit and investment
Area manager - banking, credit and investment
Assistant branch manager - banking, credit and investment
Assistant consumer credit manager
Assistant corporate banking services manager
Assistant credit manager
Assistant operations manager - banking, credit and investment
Assistant regional manager - banking
Bank branch manager
Bank director
Bank manager
Banking accounts manager
Banking centre manager
Banking operations manager
Branch administrative manager - banking, credit and investment
Branch manager - banking, credit and investment
Collection centre manager
Collection manager
Collection manager - bank or trust company
Commercial attaché
Commercial banking manager
Commercial mortgages accounts manager
Commercial mortgages manager
Consumer credit management trainee
Consumer credit services manager trainee
Corporate accounts manager - banking, credit and investment
Corporate banking centre manager
Corporate services manager - banking, credit and investment
Corporate trust services manager
Credit and accounts manager
Credit and collection department manager
Credit and collection manager
Credit approval and market development manager
Credit area coordinator
Credit card centre manager
Credit card company operations manager
Credit manager
Credit union manager
Financial services manager
International banking manager
Investment manager - bank or trust company
Investment manager - banking, credit and investment
Loan and credit manager - banking or trust company
Loans manager
Loans manager trainee
Mortgage and consumer credit manager
Mortgage manager
Operations manager - banking, credit and investment
Personal services manager - banking, credit and investment
Personal trust manager
Regional bank manager
Regional collection manager
Regional credit manager
Senior accounts manager - banking, credit and investment
Senior manager - personal financial services
Trust company branch manager
Trust company investment manager
Trust company manager
Main duties
This group performs some or all of the following duties:
Banking managers
Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activities
Ensure the institution's policies and procedures are followed according to established guidelines and make recommendations for improvement
Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
Interview corporate and individual customers and respond to customer enquiries
Analyze, review and approve or reject loan and credit applications in accordance with authorized limits
Monitor processing of loan applications and credit investigations
Oversee preparation of monthly financial and branch progress reports
Recruit personnel and identify their training needs.
Credit managers
Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organization
Administer corporate, commercial and personal loan accounts
Advise customers on the commercial and personal financial services corresponding to their needs
Evaluate and review loan and credit applications and collateral and make recommendations
Approve or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limits
Ensure collection of overdue or delinquent accounts
Ensure credit policies and procedures are followed according to established guidelines and applicable legislation
Prepare credit and loan reports
Recruit credit personnel and identify their training needs.
Employment requirements
A university degree or college diploma in business administration, commerce, economics or a related field is usually required.
A master's degree in business administration, finance or management science may be required for the management of large commercial loans.
A recognized financial designation may be required (CFA, CFP, CIM or others).
Completion of company or other management training programs is usually required.
Several years of experience within the industry, including supervisory experience, are required.
Additional information
Progression to senior management positions in this field is possible with experience.
Exclusions
Senior managers - financial, communications and other business services (00012)
Other business services managers (10029)
Mortgage broker manager (in 10020 Insurance, real estate and financial brokerage managers)
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