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.

Approve or reject, or coordinate the approval and rejection of, lines of credit and commercial, real estate, and personal loans. Develop and analyze information to assess the current and future financial status of firms. Establish procedures for custody and control of assets, records, loan collateral, and securities, in order to ensure safekeeping. Evaluate data pertaining to costs in order to plan budgets. Evaluate financial reporting systems, accounting and collection procedures, and investment activities, and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions. Network within communities to find and attract new business. Oversee the flow of cash and financial instruments. Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses. Plan, direct, and coordinate the activities of workers in branches, offices, or departments of such establishments as branch banks, brokerage firms, risk and insurance departments, or credit departments. Prepare financial and regulatory reports required by laws, regulations, and boards of directors. Prepare operational and risk reports for management analysis. Communicate with stockholders and other investors to provide information, and to raise capital. Analyze and classify risks and investments to determine their potential impacts on companies. Direct floor operations of brokerage firm engaged in buying and selling securities at exchange. Direct insurance negotiations, select insurance brokers and carriers, and place insurance. Establish and maintain relationships with individual and business customers, and provide assistance with problems these customers may encounter. Examine, evaluate, and process loan applications. Monitor order flow and transactions that brokerage firm executes on the floor of exchange. Recruit staff members, and oversee training programs. Review collection reports to determine the status of collections and the amounts of outstanding balances. Review reports of securities transactions and price lists in order to analyze market conditions. Submit delinquent accounts to attorneys or outside agencies for collection.

Economics and Accounting -- Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. Administration and Management -- Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. Mathematics -- Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. English Language -- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Law and Government -- Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

Judgment and Decision Making -- Considering the relative costs and benefits of potential actions to choose the most appropriate one. Critical Thinking -- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Coordination -- Adjusting actions in relation to others' actions. Management of Financial Resources -- Determining how money will be spent to get the work done, and accounting for these expenditures. Reading Comprehension -- Understanding written sentences and paragraphs in work related documents. Writing -- Communicating effectively in writing as appropriate for the needs of the audience. Speaking -- Talking to others to convey information effectively. Mathematics -- Using mathematics to solve problems. 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.

Written Expression -- The ability to communicate information and ideas in writing so others will understand. Written Comprehension -- The ability to read and understand information and ideas presented in writing. Mathematical Reasoning -- The ability to choose the right mathematical methods or formulas to solve a problem. Oral Comprehension -- The ability to listen to and understand information and ideas presented through spoken words and sentences. Oral Expression -- The ability to communicate information and ideas in speaking so others will understand. Number Facility -- The ability to add, subtract, multiply, or divide quickly and correctly. Deductive Reasoning -- The ability to apply general rules to specific problems to produce answers that make sense. Problem Sensitivity -- The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. Speech Clarity -- The ability to speak clearly so others can understand you. Near Vision -- The ability to see details at close range (within a few feet of the observer).

Getting Information -- Observing, receiving, and otherwise obtaining information from all relevant sources. Identifying Objects, Actions, and Events -- Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. Performing Administrative Activities -- Performing day-to-day administrative tasks such as maintaining information files and processing paperwork. Estimating the Quantifiable Characteristics of Products, Events, or Information -- Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity. Analyzing Data or Information -- Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. Communicating with Supervisors, Peers, or Subordinates -- Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person. Organizing, Planning, and Prioritizing Work -- Developing specific goals and plans to prioritize, organize, and accomplish your work. Provide Consultation and Advice to Others -- Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics. Monitor Processes, Materials, or Surroundings -- Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems. Guiding, Directing, and Motivating Subordinates -- Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.