该小组履行以下部分或全部职责：

银行经理

• 计划、组织、指导、控制和评估银行、信托公司、信用合作社或类似金融机构或此类机构中负责管理个人和商业贷款、买卖证券、运营投资基金的部门的分支机构业务，管理信托、处理遗产或其他相关活动
• 确保机构的政策和程序按照既定指南得到遵守，并提出改进建议
• 建立业务关系网络，促进贷款、投资和其他银行服务的销售，吸引企业和个人客户
• 采访企业和个人客户，回应客户咨询
• 根据授权限额分析、审查和批准或拒绝贷款和信贷申请
• 监控贷款申请和信用调查的处理
• 监督每月财务和分支机构进度报告的准备
• 招聘人员并确定他们的培训需求。

信贷经理

• 计划、组织、指导、控制和评估工业或商业组织中信贷部门的活动
• 管理公司、商业和个人贷款账户
• 就符合客户需求的商业和个人金融服务向客户提供建议
• 评估和审查贷款和信贷申请及抵押品并提出建议
• 批准或拒绝信贷申请，建立信贷限额并根据授权限额确定还款计划或时间表
• 确保收集逾期或拖欠的帐户
• 确保根据既定指南和适用法规遵守信贷政策和程序
• 准备信用和贷款报告
• 招聘信贷人员并确定他们的培训需求。

• 通常需要工商管理、商业、经济学或相关领域的大学学位或大专文凭。
• 管理大额商业贷款可能需要工商管理、金融或管理科学硕士学位。
• 可能需要获得认可的财务指定（CFA、CFP、CIM 或其他）。
• 通常需要完成公司或其他管理培训课程。
• 需要多年的行业经验，包括监管经验。

• 随着经验的积累，有可能晋升到该领域的高级管理职位。

• 高级管理人员-金融、通信和其他商业服务（00012）
• 其他商业服务经理（10029）
• 抵押贷款经纪人经理（10020 保险、房地产和金融经纪经理）

This group performs some or all of the following duties:

Banking managers

• Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activities
• Ensure the institution's policies and procedures are followed according to established guidelines and make recommendations for improvement
• Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
• Interview corporate and individual customers and respond to customer enquiries
• Analyze, review and approve or reject loan and credit applications in accordance with authorized limits
• Monitor processing of loan applications and credit investigations
• Oversee preparation of monthly financial and branch progress reports
• Recruit personnel and identify their training needs.

Credit managers

• Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organization
• Administer corporate, commercial and personal loan accounts
• Advise customers on the commercial and personal financial services corresponding to their needs
• Evaluate and review loan and credit applications and collateral and make recommendations
• Approve or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limits
• Ensure collection of overdue or delinquent accounts
• Ensure credit policies and procedures are followed according to established guidelines and applicable legislation
• Prepare credit and loan reports
• Recruit credit personnel and identify their training needs.

• A university degree or college diploma in business administration, commerce, economics or a related field is usually required.
• A master's degree in business administration, finance or management science may be required for the management of large commercial loans.
• A recognized financial designation may be required (CFA, CFP, CIM or others).
• Completion of company or other management training programs is usually required.
• Several years of experience within the industry, including supervisory experience, are required.

• Progression to senior management positions in this field is possible with experience.

• Senior managers - financial, communications and other business services (00012)
• Other business services managers (10029)
• Mortgage broker manager (in 10020 Insurance, real estate and financial brokerage managers)