Financial Managers

Job Zone

Job Zone Four: Considerable Preparation Needed

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

Job Zones group occupations into one of five categories based on the education, experience, and training typically needed to perform them.

Tasks

Specific duties and responsibilities regularly performed in this occupation.

Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.85
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.83
Communicate with stockholders or other investors to provide information or to raise capital.81
Oversee the flow of cash or financial instruments.80
Develop or analyze information to assess the current or future financial status of firms.79
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.78
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.77
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.76
Examine, evaluate, or process loan applications.75
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.71
Recruit staff members.70
Network within communities to find and attract new business.69

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Prepare operational or risk reports for management analysis.66
Evaluate data pertaining to costs to plan budgets.65
Review collection reports to determine the status of collections and the amounts of outstanding balances.65
Oversee training programs.62
Review reports of securities transactions or price lists to analyze market conditions.55

Skills

Developed capacities that facilitate learning or the more rapid acquisition of knowledge.

Active Listening75
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Critical Thinking75
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Reading Comprehension75
Understanding written sentences and paragraphs in work-related documents.
Speaking75
Talking to others to convey information effectively.
Monitoring69
Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Writing69
Communicating effectively in writing as appropriate for the needs of the audience.
Complex Problem Solving66
Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Coordination66
Adjusting actions in relation to others' actions.
Judgment and Decision Making66
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Management of Personnel Resources66
Motivating, developing, and directing people as they work, identifying the best people for the job.
Service Orientation66
Actively looking for ways to help people.
Social Perceptiveness66
Being aware of others' reactions and understanding why they react as they do.

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Time Management66
Managing one's own time and the time of others.
Active Learning63
Understanding the implications of new information for both current and future problem-solving and decision-making.
Mathematics63
Using mathematics to solve problems.
Persuasion60
Persuading others to change their minds or behavior.
Management of Financial Resources53
Determining how money will be spent to get the work done, and accounting for these expenditures.
Negotiation53
Bringing others together and trying to reconcile differences.
Learning Strategies50
Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
Systems Analysis50
Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
Systems Evaluation50
Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
Instructing47
Teaching others how to do something.
Management of Material Resources35
Obtaining and seeing to the appropriate use of equipment, facilities, and materials needed to do certain work.
Operations Monitoring22
Watching gauges, dials, or other indicators to make sure a machine is working properly.
Programming22
Writing computer programs for various purposes.
Quality Control Analysis22
Conducting tests and inspections of products, services, or processes to evaluate quality or performance.
Operations Analysis19
Analyzing needs and product requirements to create a design.
Technology Design16
Generating or adapting equipment and technology to serve user needs.
Equipment Selection6
Determining the kind of tools and equipment needed to do a job.
Science6
Using scientific rules and methods to solve problems.
Troubleshooting6
Determining causes of operating errors and deciding what to do about it.
Operation and Control3
Controlling operations of equipment or systems.
Equipment Maintenance0
Performing routine maintenance on equipment and determining when and what kind of maintenance is needed.
Installation0
Installing equipment, machines, wiring, or programs to meet specifications.
Repairing0
Repairing machines or systems using the needed tools.

Knowledge

Organized sets of principles and facts that apply in general domains.

Customer and Personal Service92
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Administration and Management83
Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
Economics and Accounting77
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
Administrative68
Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
Mathematics68
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Law and Government65
Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
Personnel and Human Resources63
Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
Sales and Marketing59
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
English Language58
Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
Education and Training57
Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
Computers and Electronics56
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Communications and Media44
Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

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Psychology31
Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
Public Safety and Security30
Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
Production and Processing22
Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
Telecommunications18
Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.
Foreign Language17
Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.
Sociology and Anthropology16
Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.
Philosophy and Theology15
Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.
Geography14
Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.
Mechanical9
Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
Therapy and Counseling9
Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.
Transportation9
Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
Design8
Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
Building and Construction7
Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.
Engineering and Technology7
Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.
History and Archeology5
Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
Food Production2
Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.
Fine Arts1
Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.
Biology0
Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
Chemistry0
Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
Medicine and Dentistry0
Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.
Physics0
Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.

Abilities

Enduring attributes of the individual that influence performance.

Oral Comprehension78
The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression78
The ability to communicate information and ideas in speaking so others will understand.
Written Comprehension78
The ability to read and understand information and ideas presented in writing.
Deductive Reasoning75
The ability to apply general rules to specific problems to produce answers that make sense.
Speech Clarity75
The ability to speak clearly so others can understand you.
Inductive Reasoning72
The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Problem Sensitivity72
The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
Written Expression72
The ability to communicate information and ideas in writing so others will understand.
Information Ordering69
The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
Near Vision69
The ability to see details at close range (within a few feet of the observer).
Speech Recognition69
The ability to identify and understand the speech of another person.
Mathematical Reasoning63
The ability to choose the right mathematical methods or formulas to solve a problem.

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Number Facility63
The ability to add, subtract, multiply, or divide quickly and correctly.
Fluency of Ideas60
The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
Flexibility of Closure56
The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
Category Flexibility53
The ability to generate or use different sets of rules for combining or grouping things in different ways.
Speed of Closure50
The ability to quickly make sense of, combine, and organize information into meaningful patterns.
Originality47
The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
Perceptual Speed47
The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
Selective Attention44
The ability to concentrate on a task over a period of time without being distracted.
Memorization38
The ability to remember information such as words, numbers, pictures, and procedures.
Far Vision31
The ability to see details at a distance.
Time Sharing31
The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources).
Visualization28
The ability to imagine how something will look after it is moved around or when its parts are moved or rearranged.
Auditory Attention25
The ability to focus on a single source of sound in the presence of other distracting sounds.
Wrist-Finger Speed25
The ability to make fast, simple, repeated movements of the fingers, hands, and wrists.
Trunk Strength22
The ability to use your abdominal and lower back muscles to support part of the body repeatedly or continuously over time without "giving out" or fatiguing.
Arm-Hand Steadiness19
The ability to keep your hand and arm steady while moving your arm or while holding your arm and hand in one position.
Finger Dexterity19
The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects.
Manual Dexterity19
The ability to quickly move your hand, your hand together with your arm, or your two hands to grasp, manipulate, or assemble objects.
Depth Perception13
The ability to judge which of several objects is closer or farther away from you, or to judge the distance between you and an object.
Hearing Sensitivity13
The ability to detect or tell the differences between sounds that vary in pitch and loudness.
Visual Color Discrimination10
The ability to match or detect differences between colors, including shades of color and brightness.
Control Precision6
The ability to quickly and repeatedly adjust the controls of a machine or a vehicle to exact positions.
Night Vision3
The ability to see under low-light conditions.
Peripheral Vision3
The ability to see objects or movement of objects to one's side when the eyes are looking ahead.
Sound Localization3
The ability to tell the direction from which a sound originated.
Stamina3
The ability to exert yourself physically over long periods of time without getting winded or out of breath.
Dynamic Flexibility0
The ability to quickly and repeatedly bend, stretch, twist, or reach out with your body, arms, and/or legs.
Dynamic Strength0
The ability to exert muscle force repeatedly or continuously over time. This involves muscular endurance and resistance to muscle fatigue.
Explosive Strength0
The ability to use short bursts of muscle force to propel oneself (as in jumping or sprinting), or to throw an object.
Extent Flexibility0
The ability to bend, stretch, twist, or reach with your body, arms, and/or legs.
Glare Sensitivity0
The ability to see objects in the presence of a glare or bright lighting.
Gross Body Coordination0
The ability to coordinate the movement of your arms, legs, and torso together when the whole body is in motion.
Gross Body Equilibrium0
The ability to keep or regain your body balance or stay upright when in an unstable position.
Multilimb Coordination0
The ability to coordinate two or more limbs (for example, two arms, two legs, or one leg and one arm) while sitting, standing, or lying down. It does not involve performing the activities while the whole body is in motion.
Rate Control0
The ability to time your movements or the movement of a piece of equipment in anticipation of changes in the speed and/or direction of a moving object or scene.
Reaction Time0
The ability to quickly respond (with the hand, finger, or foot) to a signal (sound, light, picture) when it appears.
Response Orientation0
The ability to choose quickly between two or more movements in response to two or more different signals (lights, sounds, pictures). It includes the speed with which the correct response is started with the hand, foot, or other body part.
Spatial Orientation0
The ability to know your location in relation to the environment or to know where other objects are in relation to you.
Speed of Limb Movement0
The ability to quickly move the arms and legs.
Static Strength0
The ability to exert maximum muscle force to lift, push, pull, or carry objects.

Work Activities

General types of job behaviors occurring on multiple jobs.

Working with Computers84
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Establishing and Maintaining Interpersonal Relationships83
Developing constructive and cooperative working relationships with others, and maintaining them over time.
Communicating with Supervisors, Peers, or Subordinates82
Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
Processing Information82
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Evaluating Information to Determine Compliance with Standards81
Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
Getting Information81
Observing, receiving, and otherwise obtaining information from all relevant sources.
Making Decisions and Solving Problems81
Analyzing information and evaluating results to choose the best solution and solve problems.
Coaching and Developing Others79
Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.
Guiding, Directing, and Motivating Subordinates77
Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.
Organizing, Planning, and Prioritizing Work77
Developing specific goals and plans to prioritize, organize, and accomplish your work.
Coordinating the Work and Activities of Others75
Getting members of a group to work together to accomplish tasks.
Analyzing Data or Information74
Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

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Updating and Using Relevant Knowledge70
Keeping up-to-date technically and applying new knowledge to your job.
Developing and Building Teams68
Encouraging and building mutual trust, respect, and cooperation among team members.
Judging the Qualities of Objects, Services, or People68
Assessing the value, importance, or quality of things or people.
Scheduling Work and Activities66
Scheduling events, programs, and activities, as well as the work of others.
Developing Objectives and Strategies65
Establishing long-range objectives and specifying the strategies and actions to achieve them.
Documenting/Recording Information65
Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
Communicating with People Outside the Organization64
Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
Training and Teaching Others62
Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
Providing Consultation and Advice to Others60
Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.
Performing Administrative Activities59
Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
Performing for or Working Directly with the Public59
Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
Identifying Objects, Actions, and Events58
Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
Interpreting the Meaning of Information for Others57
Translating or explaining what information means and how it can be used.
Monitoring Processes, Materials, or Surroundings53
Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.
Resolving Conflicts and Negotiating with Others53
Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
Thinking Creatively52
Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.
Staffing Organizational Units47
Recruiting, interviewing, selecting, hiring, and promoting employees in an organization.
Selling or Influencing Others44
Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
Estimating the Quantifiable Characteristics of Products, Events, or Information42
Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.
Monitoring and Controlling Resources42
Monitoring and controlling resources and overseeing the spending of money.
Assisting and Caring for Others34
Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.
Inspecting Equipment, Structures, or Materials29
Inspecting equipment, structures, or materials to identify the cause of errors or other problems or defects.
Performing General Physical Activities22
Performing general physical activities includes doing activities that require considerable use of your arms and legs and moving your whole body, such as climbing, lifting, balancing, walking, stooping, and handling materials.
Controlling Machines and Processes20
Using either control mechanisms or direct physical activity to operate machines or processes (not including computers or vehicles).
Operating Vehicles, Mechanized Devices, or Equipment19
Running, maneuvering, navigating, or driving vehicles or mechanized equipment, such as forklifts, passenger vehicles, aircraft, or watercraft.
Handling and Moving Objects13
Using hands and arms in handling, installing, positioning, and moving materials, and manipulating things.
Repairing and Maintaining Electronic Equipment9
Servicing, repairing, calibrating, regulating, fine-tuning, or testing machines, devices, and equipment that operate primarily on the basis of electrical or electronic (not mechanical) principles.
Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment7
Providing documentation, detailed instructions, drawings, or specifications to tell others about how devices, parts, equipment, or structures are to be fabricated, constructed, assembled, modified, maintained, or used.
Repairing and Maintaining Mechanical Equipment3
Servicing, repairing, adjusting, and testing machines, devices, moving parts, and equipment that operate primarily on the basis of mechanical (not electronic) principles.

Work Styles

Personal characteristics that can affect how well someone performs a job.

Integrity96
A tendency to be honest and ethical at work.
Attention to Detail91
A tendency to be detail-oriented, organized, and thorough in completing work.
Dependability88
A tendency to be reliable, responsible, and consistent in meeting work-related obligations.
Leadership Orientation82
A tendency to lead, take charge, offer opinions, and provide direction at work.
Cautiousness76
A tendency to be careful, deliberate, and risk-avoidant when making work-related decisions or doing work.
Achievement Orientation72
A tendency to establish and maintain personally challenging work-related goals, set high work-related standards, and exert high effort toward meeting those goals and standards.
Social Orientation65
A tendency to seek out, enjoy, and be energized by social interaction at work.
Self-Confidence63
A tendency to believe in one's work-related capabilities and ability to control one's work-related outcomes.
Self-Control61
A tendency to remain calm and composed and to manage emotions effectively in response to criticism or difficult situations at work.
Perseverance60
A tendency to exhibit determination and resolve to perform or complete tasks in the face of difficult circumstances or obstacles at work.
Stress Tolerance60
A tendency to cope and function effectively in stressful situations at work.
Intellectual Curiosity58
A tendency to seek out and acquire new work-related knowledge and obtain a deep understanding of work-related subjects.

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Initiative54
A tendency to be proactive and take on extra responsibilities and tasks that may fall outside of one's required work role.
Cooperation51
A tendency to be pleasant, helpful, and willing to assist others at work.
Tolerance for Ambiguity46
A tendency to be comfortable with ambiguity and uncertainty at work.
Adaptability41
A tendency to be open to and comfortable with change, new experiences, or ideas at work.
Sincerity36
A tendency to be genuine and sincere in interactions with others at work, without concern for personal gain or self-interest.
Innovation32
A tendency to be inventive, to be imaginative, and to adopt new perspectives on ways to accomplish work.
Optimism32
A tendency to exhibit a positive attitude and positive emotions at work, even under difficult circumstances.
Empathy29
A tendency to show concern for others and be sensitive to others' needs and feelings at work.
Humility6
A tendency to be modest and humble when interacting with others at work.

Interests (RIASEC)

Holland's six occupational interest types (RIASEC) this work tends to attract.

Enterprising100
Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.
Conventional76
Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.
Social34
Work involves helping, teaching, advising, assisting, or providing service to others. Social occupations are often associated with social, health care, personal service, teaching/education, or religious activities.
Investigative24
Work involves studying and researching non-living objects, living organisms, disease or other forms of impairment, or human behavior. Investigative occupations are often associated with physical, life, medical, or social sciences, and can be found in the fields of humanities, mathematics/statistics, information technology, or health care service.
Artistic10
Work involves creating original visual artwork, performances, written works, food, or music for a variety of media, or applying artistic principles to the design of various objects and materials. Artistic occupations are often associated with visual arts, applied arts and design, performing arts, music, creative writing, media, or culinary art.
Realistic6
Work involves designing, building, or repairing of equipment, materials, or structures, engaging in physical activity, or working outdoors. Realistic occupations are often associated with engineering, mechanics and electronics, construction, woodworking, transportation, machine operation, agriculture, animal services, physical or manual labor, athletics, or protective services.

Work Context

Physical and social factors that influence the nature of work.

E-Mail
- Every day99%
Face-to-Face Discussions with Individuals and Within Teams
- Every day92%
Work With or Contribute to a Work Group or Team
- Extremely important77%
- Very important23%
Indoors, Environmentally Controlled
- Every day93%
Importance of Being Exact or Accurate
- Extremely important74%
- Very important21%
Telephone Conversations
- Every day58%
- Once a week or more but not every day42%
Time Pressure
Impact of Decisions on Co-workers or Company Results
- Very important results53%
- Important results45%
Work Outcomes and Results of Other Workers
- Very high responsibility65%
- High responsibility24%
- Moderate responsibility11%
Duration of Typical Work Week
- More than 40 hours73%
- 40 hours27%
Determine Tasks, Priorities and Goals
- A lot of freedom56%
- Some freedom31%
- Limited freedom13%
Spend Time Sitting
- Continually or almost continually64%
- More than half the time21%

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Importance of Repeating Same Tasks
- Extremely important37%
- Very important63%
Frequency of Decision Making
- Every day41%
- Once a week or more but not every day46%
- Once a month or more but not every week12%
Contact With Others
- Constant contact with others37%
- Contact with others most of the time46%
- Contact with others about half the time17%
Freedom to Make Decisions
- A lot of freedom47%
- Some freedom35%
- Very little freedom17%
Coordinate or Lead Others in Accomplishing Work Activities
- Extremely important24%
Written Letters and Memos
- Every day21%
- Once a month or more but not every week19%
- Never12%
Deal With External Customers or the Public in General
- Important13%
- Not important at all34%
Level of Competition
- Extremely competitive11%
- Highly competitive46%
- Moderately competitive18%
- Slightly competitive18%
Conflict Situations
- Every day17%
- Once a month or more but not every week40%
- Once a year or more but not every month34%
Health and Safety of Other Workers
- High responsibility20%
- Moderate responsibility61%
- Limited responsibility18%
Consequence of Error
- Extremely serious16%
- Very serious15%
- Fairly serious14%
- Not serious at all18%
Degree of Automation
- Moderately automated68%
- Slightly automated15%
Physical Proximity
- Moderately close (at arm's length)24%
- Slightly close (e.g., shared office)25%
- I work with others but not closely (e.g., private office)51%
Dealing With Unpleasant, Angry, or Discourteous People
- Once a week or more but not every day15%
- Once a month or more but not every week19%
- Once a year or more but not every month60%
Public Speaking
- Once a week or more but not every day14%
- Once a month or more but not every week32%
- Once a year or more but not every month44%
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
- Continually or almost continually24%
- More than half the time20%
Spend Time Making Repetitive Motions
- More than half the time12%
- Less than half the time16%
- Never32%
Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable
- Once a week or more but not every day12%
- Once a month or more but not every week13%
- Once a year or more but not every month41%
- Never28%
Spend Time Standing
- Less than half the time69%
- Never20%
Exposed to Contaminants
- Once a year or more but not every month12%
- Never75%
Spend Time Walking or Running
- About half the time12%
- Less than half the time34%
- Never55%
In an Enclosed Vehicle or Operate Enclosed Equipment
- Once a year or more but not every month12%
- Never75%
Outdoors, Exposed to All Weather Conditions
- Once a year or more but not every month16%
- Never78%
Dealing with Violent or Physically Aggressive People
- Once a year or more but not every month25%
- Never69%
Outdoors, Under Cover
- Once a year or more but not every month13%
- Never81%
Exposed to Very Hot or Cold Temperatures
- Never88%
Spend Time Bending or Twisting Your Body
- Less than half the time17%
- Never82%
Exposed to Extremely Bright or Inadequate Lighting Conditions
- Never92%
Spend Time Kneeling, Crouching, Stooping, or Crawling
- Less than half the time13%
- Never87%
Exposed to Cramped Work Space, Awkward Positions
- Never94%
Exposed to High Places
- Never94%
Exposed to Minor Burns, Cuts, Bites, or Stings
- Never94%
Pace Determined by Speed of Equipment
- Not important at all96%
Exposed to Disease or Infections
- Never98%
Indoors, Not Environmentally Controlled
- Never98%
Work Schedules
- Regular (established routine, set schedule)99%
Exposed to Hazardous Conditions
- Never100%
Exposed to Hazardous Equipment
- Never100%
Exposed to Radiation
- Never100%
Exposed to Whole Body Vibration
- Never100%
In an Open Vehicle or Operating Equipment
- Never99%
Spend Time Climbing Ladders, Scaffolds, or Poles
- Never100%
Spend Time Keeping or Regaining Balance
- Never100%
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
- Never100%
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
- Never100%

Typical Education Levels Reported

Education levels O*NET survey respondents in this occupation most often reported having.

Bachelor’s degree
Post-baccalaureate certificate
High school diploma or equivalent

Technology Skills

Specific software and technology tools commonly used on the job.

Enterprise resource planning ERP software
Microsoft Dynamics, Oracle PeopleSoft, SAP software, Workday software
Presentation software
Microsoft PowerPoint
Data base user interface and query software
Microsoft SQL Server, Oracle Database, Structured query language SQL, Yardi software
Business intelligence and data analysis software
Alteryx software, IBM Cognos Impromptu, Oracle Business Intelligence Enterprise Edition, Tableau
Accounting software
Accounts receivable software, Fund accounting software, Intuit QuickBooks, Sage 50 Accounting
Financial analysis software
ARES Corporation PRISM Project Estimator, Credit management software, Delphi Technology, Oracle E-Business Suite Financials
Electronic mail software
IBM Notes, Microsoft Exchange, Microsoft Outlook
Human resources software
ADP Workforce Now, Human resource information system (HRIS), Human resource management software HRMS
Spreadsheet software
Microsoft Excel, Moody's KMV FAMAS
Document management software
Adobe Acrobat, Microsoft SharePoint
Development environment software
Microsoft Visual Basic, Microsoft Visual Basic for Applications VBA
Customer relationship management CRM software
Blackbaud The Raiser's Edge, Salesforce software
Analytical or scientific software
IBM SPSS Statistics, SAS
Project management software
Microsoft Project, Oracle Primavera Enterprise Project Portfolio Management
Medical software
Healthcare common procedure coding system HCPCS
Enterprise system management software
IBM Power Systems software
Office suite software
Microsoft Office software
Operating system software
Microsoft Windows
Word processing software
Microsoft Word
Data base management system software
Teradata Database
Sales and marketing software
Marketo Marketing Automation
Data base reporting software
SAP Crystal Reports
Object or component oriented development software
R
Compliance software
Tax compliance property tax management software
Process mapping and design software
Microsoft Visio
Information retrieval or search software
LexisNexis

Professional Associations

Organizations related to this occupation, such as industry and licensing bodies.

Related Occupations

Occupations that call for similar work and worker requirements.

Detailed Work Activities

More specific, granular versions of the Work Activities above.

Determine pricing or monetary policies.
Establish interpersonal business relationships to facilitate work activities.
Communicate organizational information to customers or other stakeholders.
Monitor flow of cash or other resources.
Analyze forecasting data to improve business decisions.
Direct financial operations.
Supervise employees.
Approve expenditures.
Maintain regulatory or compliance documentation.
Prepare financial documents, reports, or budgets.
Prepare reports related to compliance matters.
Analyze financial records to improve budgeting or planning.

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Analyze financial records to improve efficiency.
Recommend organizational process or policy changes.
Recruit personnel.
Prepare operational progress or status reports.
Analyze financial records or reports to determine state of operations.
Direct organizational operations, projects, or services.

Apprenticeship Occupations

Registered apprenticeship program titles associated with this occupation.

Bank Branch Manager

This page incorporates information from O*NET Web Services by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA).

Based on federal labor and demographic data. Data source & methodology