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Financial And Insurance Services Branch Managers
Financial and Insurance Services Branch Managers plan, control and coordinate the branches of institutions that provide financial and insurance services such as banks, credit unions and insurance companies for one or more of their branches or department.
Alternative Names
Tasks
establishing procedures for custody and control of assets, records, loan, collateral and securities in order to ensure safekeeping
examining, evaluating and processing loan applications
managing and formulating policies of financial institutions such as banks, trust companies, savings and loan associations, insurance companies and related financial institutions
performing related tasks
submitting delinquent accounts to lawyers or external agencies for collection
managing, planning, scheduling and monitoring the tasks of other workers.
preparing operational evaluation in risk report for management analysis
evaluating financial reporting systems, accounting and collection procedures and investment activities and making recommendation for change to procedures, operating systems, budgets and other financial control functions
preparing financial and regulatory reports required by the law, regulations and boards of directors
approving or rejecting, or coordinating approval and rejection of credit and commercial, real estate and personal loans
networking within communities to find and attract new business
overseeing the flow of cash and financial instruments
planning, directing and coordinating the activities of workers in branches, offices or departments such as the establishment of bank branches, brokerage firms, risk and insurance departments, or credit departments
Skills
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Laporan Kewangan
Analisis Faktor
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