Financial Branch Managers

Finance > Business Finance

Projected Growth: Much faster than average

Projected Job Openings

Considerable Preparation Needed

Job Description

Your job is to 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.

Common job titles of Financial Branch Managers include:

Experience and Education

A considerable amount of work-related skill, knowledge, or experience is needed for this occupation. For example, a person in this occupation must complete four years of college and work for several years in industry to be considered qualified.

  • 50.19% said they needed a Bachelor's Degree.

  • 16.88% said they needed a High School Diploma.


    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.

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

    Oversee the flow of cash or financial instruments.

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

    Examine, evaluate, or process loan applications.

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

    Network within communities to find and attract new business.

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

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

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

    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.

    Prepare operational or risk reports for management analysis.

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

    Oversee training programs.

    Recruit staff members.

    Evaluate data pertaining to costs to plan budgets.

    Submit delinquent accounts to attorneys or outside agencies for collection.

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

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

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


Tablet computers


Personal digital assistants PDA

Personal computers

Notebook computers

Desktop computers

10-key calculators


ADP Workforce Now

IBM Cognos Impromptu

IBM SPSS Statistics

Marketo Marketing Automation

Microsoft Dynamics GP

Microsoft Exchange Server

NetSuite ERP

All Technologies

Oracle Business Intelligence Enterprise Edition

Oracle Fusion Applications

Oracle Hyperion

Oracle PeopleSoft Financials

Oracle Primavera Enterprise Project Portfolio Management

Qlik Tech QlikView

Salesforce software

SAP Business Objects

SAP Crystal Reports

Teradata Database

Accounts receivable software

ARES Corporation PRISM Project Estimator

Blackbaud The Raiser’s Edge

Credit management software

Delphi Technology

FileMaker Pro

Human resource information system HRIS

Human resource management software HRMS

IBM Power Systems software

Internet browser software





Using mathematics to solve problems.


Using scientific rules and methods to solve problems.


Bringing others together and trying to reconcile differences.


Teaching others how to do something.

Service Orientation

Actively looking for ways to help people.

Complex Problem Solving

Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Operations Analysis

Analyzing needs and product requirements to create a design.

Technology Design

Generating or adapting equipment and technology to serve user needs.

Equipment Selection

Determining the kind of tools and equipment needed to do a job.


Installing equipment, machines, wiring, or programs to meet specifications.


Writing computer programs for various purposes.

Operation Monitoring

Watching gauges, dials, or other indicators to make sure a machine is working properly.

Operation and Control

Controlling operations of equipment or systems.

Equipment Maintenance

Performing routine maintenance on equipment and determining when and what kind of maintenance is needed.


Determining causes of operating errors and deciding what to do about it.


Repairing machines or systems using the needed tools.

Quality Control Analysis

Conducting tests and inspections of products, services, or processes to evaluate quality or performance.

Systems Analysis

Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.

Management of Financial Resources

Determining how money will be spent to get the work done, and accounting for these expenditures.

Management of Material Resources

Obtaining and seeing to the appropriate use of equipment, facilities, and materials needed to do certain work.

Reading Comprehension

Understanding written sentences and paragraphs in work related documents.

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.


Communicating effectively in writing as appropriate for the needs of the audience.


Talking to others to convey information effectively.

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Active Learning

Understanding the implications of new information for both current and future problem-solving and decision-making.

Learning Strategies

Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.


Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Social Perceptiveness

Being aware of others' reactions and understanding why they react as they do.


Persuading others to change their minds or behavior.

Judgment and Decision Making

Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Time Management

Managing one's own time and the time of others.


Adjusting actions in relation to others' actions.

Management of Personnel Resources

Motivating, developing, and directing people as they work, identifying the best people for the job.

Systems Evaluation

Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.


Communicate information and ideas in speaking so others will understand.

Cognitive Abilities › Verbal Abilities › Oral Expression

Listen to and understand information and ideas presented through spoken words and sentences.

Cognitive Abilities › Verbal Abilities › Oral Comprehension

Read and understand information and ideas presented in writing.

Cognitive Abilities › Verbal Abilities › Written Comprehension

Tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.

Cognitive Abilities › Idea Generation and Reasoning Abilities › Problem Sensitivity

Apply general rules to specific problems to produce answers that make sense.

Cognitive Abilities › Idea Generation and Reasoning Abilities › Deductive Reasoning

Communicate information and ideas in writing so others will understand.

Cognitive Abilities › Verbal Abilities › Written Expression

See details at close range (within a few feet of the observer).

Sensory Abilities › Visual Abilities › Near Vision

Choose the right mathematical methods or formulas to solve a problem.

Cognitive Abilities › Quantitative Abilities › Mathematical Reasoning

Add, subtract, multiply, or divide quickly and correctly.

Cognitive Abilities › Quantitative Abilities › Number Facility

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