Group
Occupation
171131 Financial Institution Manager
Latest release
Consultation draft: Australian and New Zealand Standard Classification of Occupations (ANZSCO)
Reference period
July 2024
Released
25/07/2024
First release
171131 Financial Institution Manager
Organises and controls the general operational activities of a branch of a bank, building society, credit union, or similar financial institution.
Specialisations
- Bank Manager
- Credit Union Manager
ANZSCO skill level
This occupation has a skill level corresponding to the qualifications and experience below.
Australia
- Skill Level 2: AQF Associate Degree, Advanced Diploma, Diploma, or at least three years of relevant experience
New Zealand
- Skill Level 2: NZQF Diploma, or at least three years of relevant experience
Main tasks
- Develops and implements business plans, budgets, policies, and procedures
- Oversees operational functions and provides solutions to operational issues
- Implements displays, and promotes branch functions and business development
- Manages product offerings and client applications
- Deals with customer enquiries to provide quotes and advice, and handle complaints
- Ensures that funds balance at the close of business
- Oversees preparation of financial reporting and branch progress reports