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.
大类 1 · Business, finance and administration occupations
assistant operations manager - banking, credit and investmentbank managerbanking operations managercollection centre managercommercial banking managercorporate banking centre managercorporate services manager - banking, credit and investmentcredit card centre managercredit card company operations managercredit managercredit union managermortgage and consumer credit managerpersonal services manager - banking, credit and investmentregional collection managertrust company manager
查看全部 58 个官方职位名称
accounts manager - banking, credit and investmentarea manager - banking, credit and investmentassistant branch manager - banking, credit and investmentassistant consumer credit managerassistant corporate banking services managerassistant credit managerassistant operations manager - banking, credit and investmentassistant regional manager - bankingbank branch managerbank directorbank managerbanking accounts managerbanking centre managerbanking operations managerbranch administrative manager - banking, credit and investmentbranch manager - banking, credit and investmentcollection centre managercollection managercollection manager - bank or trust companycommercial attachécommercial banking managercommercial mortgages accounts managercommercial mortgages managerconsumer credit management traineeconsumer credit services manager traineecorporate accounts manager - banking, credit and investmentcorporate banking centre managercorporate services manager - banking, credit and investmentcorporate trust services managercredit and accounts managercredit and collection department managercredit and collection managercredit approval and market development managercredit area coordinatorcredit card centre managercredit card company operations managercredit managercredit union managerfinancial services managerinternational banking managerinvestment manager - bank or trust companyinvestment manager - banking, credit and investmentloan and credit manager - banking or trust companyloans managerloans manager traineemortgage and consumer credit managermortgage manageroperations manager - banking, credit and investmentpersonal services manager - banking, credit and investmentpersonal trust managerregional bank managerregional collection managerregional credit managersenior accounts manager - banking, credit and investmentsenior manager - personal financial servicestrust company branch managertrust company investment managertrust company manager
Main duties · 主要职责原文
19
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 · 任职要求
5
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 · 补充信息
1
Progression to senior management positions in this field is possible with experience.
Exclusions · 不包含职业
3
Mortgage broker manager (See 10020 Insurance, real estate and financial brokerage managers)
Other business services managers (See 10029 Other business services managers)
Senior managers - financial, communications and other business services (See 00012 Senior managers - financial, communications and other business services)
官方来源仍可一键核验
Source: Statistics Canada, National Occupational Classification (NOC) 2021 Version 1.0, September 28, 2021. Reproduced and distributed on an "as is" basis with the permission of Statistics Canada.