Latest release
Unit Group

1711 Financial Institution Managers

OSCA - Occupation Standard Classification for Australia
Reference period
2024, Version 1.0

1711 Financial Institution Managers

Organise and control the general operational activities of branches of banks, building societies, credit unions and similar financial institutions.

OSCA skill level

The occupations in this unit group have a skill level corresponding to the qualifications and experience below.

  • Skill Level 2: AQF Associate Degree, Advanced Diploma, Diploma, or at least three years of relevant experience
Occupation

171131 Financial Institution Manager

Organises and controls the general operational activities of a branch of a bank, building society, credit union or similar financial institution.

Specialisations

  • Bank Manager
  • Credit Union Manager

Skill level: 2

Main tasks

  • Develops and implements business plans, budgets, policies and procedures
  • Oversees operational functions and provides solutions to operational issues
  • Implements displays, and promotes branch functions and business development
  • Manages product offerings and client applications
  • Deals with customer enquiries to provide quotes and advice, and handle complaints
  • Ensures that funds balance at the close of business
  • Oversees preparation of financial reporting and branch progress reports