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.
- Accountants
- Assessors and Appraisers
- Audit and Assurance Accountants
- Auditors
- Automatic Teller Machine Servicers
- Bank Branch Managers
- Bank Examiners
- Billing Clerks
- Bookkeeping and Accounting Clerks
- Budget Analysts
- Business Continuity Planners
- Business Development Managers and Directors
- Business Intelligence Analysts
- Business Managers
- Chief Customer Officers
- Chief Executive Officers
- Chief Financial Officers
- Chief Information Officers
- Chief Restructuring Officers
- Commodities Brokers
- Compliance Managers
- Credit Analysts
- Customer Service Representatives
- Customer Success Managers
- Economists
- Financial Analysts
- Financial Consultants
- Financial Institution Tellers, Clerks, and Related Workers
- Financial Planners
- Financial Quantitative Analysts
- Financial Services Brokers
- Forensic Accountants and Auditors
- Fraud Examiners, Investigators, and Analysts
- Health Care Insurance Navigators
- Hedge Fund Investor Relations Specialists
- Hedge Fund Relationship Managers
- Information Assurance Analysts
- Information Security Analysts
- Insurance Claims Representatives
- Insurance Fraud Investigators
- Insurance Policy Processing Workers
- Insurance Underwriters
- Internet Security Specialists
- Internet Transaction Specialists
- Investment Bankers
- Investment Banking Analysts
- Investment Banking Associates
- Investment Banking Sales Brokers
- Investment Banking Traders
- Investment Fund Managers
- Investment Professionals
- Investment Underwriters
- Life Insurance Agents and Brokers
- Loan Processors
- Loan Underwriters
- Mergers and Acquisitions Attorneys
- Mobile Software Developers
- Mortgage Bankers
- Mutual Fund Portfolio Managers
- Mutual Fund Wholesalers
- Office Administrators
- Private Bankers
- Property and Casualty Insurance Agents and Brokers
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Retirement Planners
- Risk Managers
- Sales Representatives
- Software Application Developers
- Statisticians
- Tax Accountants
- Tax Managers
- Tax Preparers
- User Experience Designers
- Wealth Management Associates
- Wealth Management Investor Relations Specialists