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Are you interested in economics, personal finance, investing, or financial planning? Do you have integrity and enjoy planning and supervising others? If so, a career as a banking and investment manager might be right for you.

Roles and Responsibilities of Banking/Investment Managers

Banking and investment managers work in financial establishments such as banks, credit unions, trust companies, mortgage firms, and mutual fund investment companies. They plan and direct the activities of departments or branches within these establishments.

Main Duties

• Ensuring that deposit, investment, and loan sales and services meet regulatory and company policy requirements
• Following security procedures and reporting any unusual or potentially fraudulent activity
• Controlling and submitting reports on the institution and its employees
• Developing strategic plans to grow their department or branch
• Planning and budgeting for the operation of their establishments
• Coordinating maintenance activities
• Setting sales goals and expectations for staff
• Directing procedures such as accepting loan applications and approving credit
• Developing customer service procedures and dealing with customer complaints
• Managing and coaching staff to facilitate their development
• Analyzing economic conditions and market trends

Banking and investment managers may also be directly involved in banking procedures, such as selling products and services, processing loan applications, and providing personalized financial plans to customers. In larger branches, they supervise the work of account managers and other banking representatives.

Skills and Traits Required

Traits and skills that are important for banking and investment managers include personal integrity, persistence, good judgment, communication and interpersonal skills, problem-solving skills, leadership skills, the ability to work in a hectic environment and multitask, and a willingness to continuously update their knowledge.

National Occupational Classification (NOC) Codes

If you're interested in pursuing a career as a banking and investment manager, there are various NOC codes associated with this profession across different years.

• 2006 NOC: Banking and Other Investment Managers (0122.1)
• 2006 NOC-S: Banking, Credit and Other Investment Managers (A302)
• 2011 NOC: Banking, credit and other investment managers (0122)
• 2016 NOC: Banking, credit and other investment managers (0122)
• 2021 NOC: Banking, credit and other investment managers (10021)

Overall, a career as a banking and investment manager offers opportunities to work in a dynamic field that involves financial planning, leadership, and customer service.