A professional who manages branch or office of financial institutions, such as commercial bank, credit union, finance company, mortgage company, savings bank, or trust company. Responsibilities include:

• Directs and coordinates activities to implement institution policies, procedures, and practices concerning granting or extending lines of credit, commercial loans, real estate loans, and consumer credit loans.
• Directs, through subordinate supervisors, activities of workers engaged in implementing establishment services and performing such functions as collecting delinquent accounts, authorizing loans, or opening savings account.
• Establishes procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
• Contacts customers and business, community, and civic organizations to promote goodwill and generate new business.
• May prepare financial and regulatory reports required by law, regulations, and board of directors.
• May examine, evaluate, and process loan applications.
• May recommend securities to board or corporate officers for institution investment.
• May talk to customers to resolve account problems.
• May interview and hire workers.
• May evaluate data pertaining to costs to plan budget.
• May plan and develop methods and procedures for carrying out activities of establishment.
• May be designated according to type of financial institution managed, as Manager, Branch Bank; Manager, Commercial Bank; Manager, Credit Union; Manager, Finance Company; Manager, Mortgage Company; Manager, Savings Bank; Manager, Trust Company.