What You'll Do

  • 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.
  • Oversee training programs.
  • Examine, evaluate, or process loan applications.
  • Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
  • Oversee the flow of cash or financial instruments.
  • Prepare financial or regulatory reports required by laws, regulations, or boards of directors.

Essential Skills

Reading Comprehension 4.0/5
Active Listening 4.0/5
Speaking 4.0/5
Critical Thinking 4.0/5
Writing 3.75/5
Monitoring 3.75/5
Social Perceptiveness 3.62/5
Coordination 3.62/5
Service Orientation 3.62/5
Complex Problem Solving 3.62/5
Judgment and Decision Making 3.62/5
Time Management 3.62/5

Career Fit Overview

Use this summary to understand the kind of profile this role rewards. It helps you judge whether this career looks like a stronger match than your current role, a nearby move worth exploring, or a broader path to compare more seriously.

Top passions

  • Leader: Taking charge and moving ideas forward motivates you.
  • Organizer: Bringing order to data and processes satisfies you.
  • Helper: Supporting people and making a difference matters to you.

Common styles

Integrity, Attention to Detail, Dependability, Leadership Orientation, Cautiousness

Want a personal read on fit? Take the free assessment and compare this career to your current role, nearby alternatives, and broader stronger-fit options.

Key Abilities

This career demands strong capabilities in the following areas:

Oral Comprehension 4.12/5
Written Comprehension 4.12/5
Oral Expression 4.12/5
Deductive Reasoning 4.0/5
Speech Clarity 4.0/5
Written Expression 3.88/5
Problem Sensitivity 3.88/5
Inductive Reasoning 3.88/5

Technologies & Tools

Accounting software Accounts receivable software Adobe Acrobat ADP Workforce Now Alteryx software ARES Corporation PRISM Project Estimator Blackbaud The Raiser's Edge Credit management software Database 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

Work Environment & Strengths

Common Strengths for This Career

  • Integrity (High importance: 4.93/5)
  • Attention to Detail (High importance: 4.83/5)
  • Dependability (High importance: 4.77/5)
  • Leadership Orientation (High importance: 4.64/5)
  • Cautiousness (High importance: 4.52/5)

Want to see how YOUR strengths align with this career?

Take Free 15-Min Assessment →

How to Become One

Most employers require a bachelor's degree in a relevant field. Some positions may also require experience through internships, co-ops, or entry-level work to strengthen your candidacy.

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Also Known As

This career is known by many different job titles across industries. Here are all the variations:

Accountant Supervisor Accounting Director Accounting Manager Accounting Supervisor Accounts Manager Accounts Payable Manager Accounts Supervisor Actuarial Manager Asset Manager ATM Manager (Automated Teller Machine Manager) Auditing Manager Auditor Supervisor Bank Branch Manager Bank Manager Banking Branch Manager Banking Center Manager (BCM) Banking Manager Banking Supervisor Branch Manager Budget Manager Business Banking Manager Cash Manager City Comptroller Collections Manager Comptroller Cost Accounting Manager Credit Administration Manager Credit and Collection Manager Credit Department Manager Credit Manager Credit Office Manager Credit Union Manager Exchange Floor Manager Finance Director Finance Manager Financial Center Manager Financial Director Financial Institution Branch Manager Financial Institution Manager Financial Manager Financial Officer Financial Planning and Analysis Manager Financial Planning Manager Financial Reporting Manager Financial Supervisor Financial Systems Manager Fiscal Manager International Bank Manager Investment Manager Paymaster Reimbursement Director Residential Mortgage Manager Revenue Cycle Manager Risk and Insurance Manager Risk Management Director Tax Director Tax Manager

Career Fit FAQs

Is this career a good fit for me

This page shows the role itself. To see personal fit, use the assessment to compare your interests, motivations, and strengths against this career and against the role you are in now.

Can this help if I want to stay in my field

Yes. Many people use career pages like this to compare nearby roles in the same field and see whether they need a full switch or a better-fit version of the work they already know.

What should I compare first

Start with the daily tasks, the preparation level, and the work-style signals on this page. Then use the assessment to see whether this role looks like a stronger fit than your current role or just a different title.