Banking managers perform some or all of the following duties:

Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activities

Ensure the institution’s policies and procedures are followed according to established guidelines and make recommendations for improvement

Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers

Interview corporate and individual customers and respond to customer enquiries

Analyze, review and approve or reject loan and credit applications in accordance with authorized limits

Monitor processing of loan applications and credit investigations

Oversee preparation of monthly financial and branch progress reports

Recruit personnel and identify their training needs.


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