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.

Other names for Financial Managers, Branch or Department: Account Manager, Accountant Supervisor, Accounting Manager, Accounts Manager, Accounts Supervisor, Actuarial Manager, Asset Manager, ATM Manager, ATM Manager (Automatic Teller Machine Manager), Auditing Manager, Auditor Supervisor, Bank Advisor, Bank Branch Manager, Bank Cashier, Bank Consultant, Bank Manager, Bank Officer, Bank Operations Officer, Bank President, Banking Center Manager (BCM), Banking Manager, Banking Supervisor, Branch Banker, Branch Manager, Budget Manager, Cash Manager, Chief Executive Officer (CEO), Collections Manager, Collections Vice President, Commercial Banker, Consumer Lending Vice President, Consumer Loan Manager, Cost Accounting Manager, Credit and Collection Manager, Credit Department Manager, Credit Manager, Credit Office Manager, Credit Union Manager, Director of Finance, District Manager, Electronic Services Vice President, Exchange Floor Manager, Factor, Field Supervisor, Finance Director, Finance Officer, Financial Administrator, Financial Engineer, Financial Institution Assistant Branch Manager, Financial Institution Branch Manager, Financial Institution Manager, Financial Supervisor, Fiscal Manager, Fiscal Specialist, Foreign Exchange Dealer, International Bank Manager, International Banker, Investment Manager, Investment Officer, Lending Manager, Loan Administrator, Loan and Credit Manager, Loan Manager, Loan Servicing Vice President, Loan Systems Director, Operations Manager, Operations Officer, Paymaster, Reimbursement Director, Relationship Manager, Residential Mortgage Manager, Risk and Insurance Manager, Risk Management Director, Service Center Manager, Trust Officer,

• Establish and maintain relationships with individual and business customers, and provide assistance with problems these customers may encounter.
• Examine, evaluate, and process loan applications.
• 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.
• Oversee the flow of cash and financial instruments.
• Recruit staff members, and oversee training programs.
• Network within communities to find and attract new business.
• Approve or reject, or coordinate the approval and rejection of, lines of credit and commercial, real estate, and personal loans.
• Prepare financial and regulatory reports required by laws, regulations, and boards of directors.
• Establish procedures for custody and control of assets, records, loan collateral, and securities, in order to ensure safekeeping.
• Review collection reports to determine the status of collections and the amounts of outstanding balances.
• Prepare operational and risk reports for management analysis.
• 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.
• 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 and other investors to provide information, and to raise capital.
• Evaluate data pertaining to costs in order to plan budgets.
• Analyze and classify risks and investments to determine their potential impacts on companies.
• Review reports of securities transactions and price lists in order to analyze market conditions.
• Develop and analyze information to assess the current and future financial status of firms.
• Direct insurance negotiations, select insurance brokers and carriers, and place insurance.

• Calculators or accessories
• Desktop computers
• Notebook computers
• Personal computers
• Personal digital assistant PDAs or organizers
• Scanners
• Tablet computers

Human resources software

Office suite software

Accounting software

Enterprise resource planning ERP software

Financial analysis software

Word processing software

Presentation software

Spreadsheet software

Data base user interface and query software

Internet browser software

Electronic mail software