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OaSIS 2023 Version 1.0
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10021.01 – Banking and other investment managers

Banking and other investment managers plan, organize, direct, control and evaluate the activities of financial establishments or operational departments within such establishments. They develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers.

Overview

Example job titles

  • Banking centre manager
  • Credit union manager
  • Financial services manager
  • Trust company manager

Main duties

This group performs some or all of the following duties:

  • Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
  • 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
  • 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
  • Interview corporate and individual customers and respond to customer enquiries
  • Recruit personnel and identify their training needs.

Additional information

  • Progression to senior management positions in this field is possible with experience.

Similar occupations classified elsewhere

Exclusions:

  • Other business services managers (10029)
  • Senior managers - financial, communications and other business services (00012)

O*NET in-it

This page includes information from the O*NET 27.2 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. Employment and Social Development Canada has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications.