134690 - Other managers of financial and insurance services departments

Plans, coordinates and manages the activities of the departments of institutions providing financial and insurance services, such as banks, savings banks, credit unions and insurance companies. Advises clients and provides them with assistance in financial and insurance matters.

Main activities

• plans, coordinates and manages the activities of the department's employees; 
• establishes and maintains relations with private or business clients; 
• provides consultations and assistance to clients in matters of legal, financial and insurance needs, as well as changes in acts that may affect clients; 
• examines, evaluates and processes loan and insurance applications; 
• monitors credit extension decisions.

Characteristic competences

• perform financial research; 
• oversee cash flows and financial instruments; 
• approve or reject commercial credit lines, real estate and personal loans; 
• cooperate with other company departments; 
• manage the budget, control costs and ensure efficient use of resources.