// Unit group · 1346

Financial and Insurance Services Branch managers

Financial and insurance services branch managers plan, direct, and coordinate the branches of institutions that provide financial and insurance services, such as banks, building societies, credit unions and insurance companies. They provide advice and assistance to clients on financial and insurance matters.

1 Managers / 13 Production and Specialized Services Managers / 134 Professional Services Managers / All level 4

// Working conditions

Sitting and standingViolence and stress

// Hand tools

No hand tools in this set.

planning, directing and coordinating the activities of staff in the branch

establishing and maintaining relationships with individual and business customers

providing advice and assistance to customers on their financial and insurance needs and with matters such as changes in law that may affect customers

examining, evaluating and processing loan and insurance applications

monitoring credit extension decisions

conducting financial investigations

overseeing the flow of cash and financial instruments, and the preparation of financial and regulatory reports

approving or rejecting, or coordinating the approval or rejection of, lines of credit commercial, real estate and personal loans

coordinating cooperation with other branches of the company

managing budgets, controlling expenditure and ensuring the efficient use of resources

overseeing the selection, training and performance of staff.

Included occupations

Examples of the occupations classified here:
- Bank manager
- Building society manager
- Credit union Manager
- Financial institution branch manager
- Insurance agency manager

Excluded occupations

Some related occupations classified elsewhere:
- Finance manager - 1211
- Credit and loans officer - 3312
- Insurance agent - 3321

Indexed job titles 10