According to people in this career, the main tasks are...
| Task | Importance |
|---|---|
| Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping. | 87% |
| Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter. | 86% |
| Communicate with stockholders or other investors to provide information or to raise capital. | 84% |
| Oversee the flow of cash or financial instruments. | 84% |
| Develop or analyze information to assess the current or future financial status of firms. | 82% |
| 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. | 82% |
| Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans. | 81% |
| Prepare financial or regulatory reports required by laws, regulations, or boards of directors. | 80% |
| Examine, evaluate, or process loan applications. | 79% |
| Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions. | 76% |
| Recruit staff members. | 75% |
| Network within communities to find and attract new business. | 75% |
| Prepare operational or risk reports for management analysis. | 73% |
| Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses. | 73% |
| Review collection reports to determine the status of collections and the amounts of outstanding balances. | 72% |
| Evaluate data pertaining to costs to plan budgets. | 72% |
| Analyze and classify risks and investments to determine their potential impacts on companies. | 70% |
| Oversee training programs. | 69% |
| Direct insurance negotiations, select insurance brokers or carriers, and place insurance. | 63% |
| Submit delinquent accounts to attorneys or outside agencies for collection. | 63% |
| Review reports of securities transactions or price lists to analyze market conditions. | 63% |
