WORKING IN NEW ZEALAND

Manages the general operational activities of branches of banks, building societies, credit unions or similar financial institutions.

SKILL LEVEL:

The entry requirement for this occupation is an AQF Diploma or higher qualification. In some instances relevant experience is required in addition to the formal qualification.

TASKS INCLUDE:

• develops and implements business plans, budgets, policies and procedures for the branch
• maintains and monitors business records and prepares financial statements and reports
• implements displays and promotes branch functions and business development
• deals with customer inquiries to provide quotes and advice, and handles complaints
• advises clients about interest rates, and investment and loan products
• implements company policy covering compliance with security regulations
• ensures compliance with occupational health and safety regulations
• ensures that funds balance at the close of business
• may interview applicants for loans
• may review loan and credit applications and refer them to a centralised processing department

Specialisations:

Building Society Manager

Credit Union Manager