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Financial Institution Officers and Managers

Experience, Skills, and Personality Traits

The positions of financial officer or manager are not entry level. At least five years' experience in lower-level financial positions (loan officer, loan counselor, etc.) that involve increasing responsibility is required to become a financial institution officer or manager.

In the banking business, the ability to get along well with others is essential. You should be able to show tact and convey a feeling of understanding and confidence. Honesty is perhaps the most important qualification for this job. These officers and managers handle large sums of money and have access to confidential financial information about the individuals and business concerns associated with their institutions. Therefore, if you are interested in this career, you must have a high degree of personal integrity. Other key traits include strong organizational, problem-solving, and leadership skills.

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