Occupation

171131 Financial Institution Manager

Latest release
OSCA - Occupation Standard Classification for Australia
Cite
Reference period
2024, Version 1.0

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

Skill level: 2

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