Financial Managers

Career Overview

Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

Also Known As

  • Banking Center Manager (BCM)
  • Branch Manager
  • Credit Administration Manager
  • Financial Center Manager

Alternate Job Titles

  • Accountant Supervisor
  • Accounting Director
  • Accounting Manager
  • Accounting Supervisor
  • Accounts Manager
  • Accounts Payable Manager
  • Accounts Supervisor
  • Actuarial Manager
  • Asset Manager
  • ATM Manager (Automated Teller Machine Manager)
  • Auditing Manager
  • Auditor Supervisor
  • Auto Finance Manager (Automotive Finance Manager)
  • Bank Branch Manager
  • Bank Manager

What You'll Do

In this role, your typical responsibilities include:

  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
  • Oversee the flow of cash or financial instruments.
  • Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
  • Recruit staff members.
  • Evaluate data pertaining to costs to plan budgets.
  • Oversee training programs.

Knowledge You'll Use

You'll need solid knowledge in these areas:

  • Customer and Personal Service
  • Administration and Management
  • Economics and Accounting
  • Mathematics
  • Administrative
  • Law and Government

Essential Skills

Success in this career requires strong skills in:

  1. Reading Comprehension
  2. Active Listening
  3. Speaking
  4. Critical Thinking
  5. Writing
  6. Monitoring
  7. Social Perceptiveness
  8. Coordination
  9. Service Orientation
  10. Complex Problem Solving

Key Abilities

This career requires key abilities in:

  • Oral Comprehension
  • Oral Expression
  • Written Comprehension
  • Deductive Reasoning
  • Speech Clarity
  • Inductive Reasoning
  • Problem Sensitivity
  • Written Expression
  • Near Vision
  • Information Ordering

Work Style

People who excel in this career typically demonstrate:

  • Integrity
  • Attention to Detail
  • Dependability
  • Leadership Orientation
  • Cautiousness

What Matters in This Career

This career tends to satisfy these work values:

  • Working Conditions
  • Independence
  • Recognition
  • Achievement
  • Relationships

Education & Preparation

Typical Education: Bachelor's Degree

Related Work Experience Needed: Over 4 years, up to and including 6 years

On-the-Job Training: Over 3 months, up to and including 6 months

Education Details: Most of these occupations require a four-year bachelor's degree, but some do not.

Experience Required: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.

Technology You'll Use

Popular Technologies & Software

  • Adobe Acrobat
  • Alteryx software
  • IBM SPSS Statistics
  • Intuit QuickBooks
  • Marketo Marketing Automation
  • Microsoft Access
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint

Tools & Equipment

  • 10-key calculators
  • Desktop computers
  • Notebook computers
  • Personal computers
  • Personal digital assistants PDA
  • Scanners
  • Tablet computers

Work Environment

  • E-Mail
  • Face-to-Face Discussions with Individuals and Within Teams
  • Work With or Contribute to a Work Group or Team
  • Indoors, Environmentally Controlled
  • Importance of Being Exact or Accurate

Salary & Job Market

Salary PercentileAnnual Wage
Entry-Level (10th percentile)$86,490
Median$161,700
Top Earners (90th percentile)>$239,200

Workers Employed Nationally: 818,620

Related Careers

If you're interested in this career, you might also consider:


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Occupational data sourced from the O*NET OnLine database, developed by the U.S. Department of Labor, Employment and Training Administration. Wage data from the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), 2024.

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