【NOC-0122】0122—银行、信用和其他投资经理
0122—银行、信用和其他投资经理
0122 Banking, creditand other investment managers
综述---新新源移民:
规划、组织、管理、管控和评估金融单位或金融单位运营部门,工商企业信贷部的活动。他们监督业务开发和管理既定战略方向和政策一致的绩效。银行经理,受雇于银行、信托公司和信贷单位。信用管理经理,受雇于信用管理部门,汽车代理商,保险公司或其他公司组织。其他投资经理,受雇于信用卡公司、消费者贷款公司、共有基金公司、抵押贷款公司或其他延伸的抵押和财务投资公司。
Banking,credit and other investment managers plan, organize, direct, control andevaluate the activities of financial establishments or operational departmentswithin such establishments, or credit departments in industrial and commercialestablishments. They oversee business development and manage overallperformance in accordance with established strategic directions and policies.Banking managers are employed by banks, trust companies and credit unions.Credit managers are employed by credit departments in department stores,utility companies, car dealerships, insurance companies or other industrial orcommercial organizations. Other investment managers are employed by credit cardcompanies, consumer loan companies, mutual fund investment firms, mortgageinvestment companies or other financial establishments concerned with extendingloans and financing and investments.
主要岗位职责-Mainduties-新新源移民
银行经理
--规划、组织、管理、管控和评估银行、信托公司、信用单位或类似金融机构或金融机构内负责管理个人和商业贷款、买卖证券、操作投资基金,管理信托、处理地产或其他相关活动部门的相关运营活动;(新新源移民)
--确保遵循机构政策和工作流程,提出改善意见;
--网络发展业务关系,促进贷款、投资和其他银行服务的销售,招揽公司和个人客户;
--和公司和个人客户约谈,反馈客户请求;
--分析、审核和同意或拒绝贷款和信用申请(在职权范围内);
--监测贷款申请和信用调查的处理进度;
--监督月度财务和分行进度报告的准备;
--招聘个人和明确他们的培训需求;
信贷经理
--规划、组织、管理、控制和评估工商企业信贷部门的活动;
--管理公司、商业和个人贷款客户;
--根据客户的需求,就客户的商业和个人财务服务提供建议;
--评估和审核贷款和信用申请和抵押品,并提供建议;
--核准或拒绝信用申请,建立信贷限额和确定偿还计划;
--确保对逾期或拖欠客户的征收;(新新源移民)
--确保信贷政策和程序,遵从既定政策和应用法规;
--准备信用和贷款申请;
--招聘人事和明确培训需求;
Mainduties
Banking managers perform some or all of the following duties:
Plan,organize, direct, control and evaluate the branch operations of a bank, trustcompany, credit union or similar financial institution or of a department insuch an institution responsible for administering personal and commercialloans, buying and selling securities, operating investment funds, administeringtrusts, settling estates or other related activities
Ensurethe institution's policies and procedures are followed according to establishedguidelines and make recommendations for improvement
Networkto develop business relations, promote the sale of loan, investment and otherbanking services and attract corporate and individual customers
Interviewcorporate and individual customers and respond to customer enquiries
Analyze,review and approve or reject loan and credit applications in accordance withauthorized limits
Monitorprocessing of loan applications and credit investigations
Overseepreparation of monthly financial and branch progress reports
Recruitpersonnel and identify their training needs.
Credit managers perform some or all of the following duties:
Plan,organize, direct, control and evaluate the activities of a credit department inan industrial or commercial organization
Administercorporate, commercial and personal loan accounts
Advisecustomers on the commercial and personal financial services corresponding totheir needs
Evaluateand review loan and credit applications and collateral and make recommendations
Approveor reject credit applications, establish credit limits and determine repaymentplans or schedules in accordance with authorized limits
Ensurecollection of overdue or delinquent accounts
Ensurecredit policies and procedures are followed according to established guidelinesand applicable legislation
Preparecredit and loan reports
Recruitcredit personnel and identify their training needs.
ExampleTitles示例职位-新新源移民
账户管理 - 银行,信贷和投资——accounts manager – banking, credit and investment
会计管理者,商业抵押贷款——accounts manager, commercial mortgages
区域经理 - 银行,信贷和投资——area manager – banking, credit and investment
助理分行经理 - 银行,信贷和投资——assistant branch manager – banking, credit and investment
助理消费信贷经理——assistant consumer credit manager
助理企业银行业务经理——assistant corporate banking services manager
助理信用管理师——assistant credit manager
助理经理,消费信贷——assistant manager, consumer credit
助理经理,企业银行服务——assistant manager, corporate banking services
助理经理,信用——assistant manager, credit
助理经理,业务 - 银行,信贷和投资——assistant manager, operations – banking, credit and investment(新新源移民)
助理营运经理 - 银行,信贷和投资——assistant operations manager – banking, credit and investment
助理区域经理 - 银行——assistant regional manager – banking
银行分行经理——bank branch manager
银行董事——bank director
银行经理——bank manager
银行客户经理——banking accounts manager
银行业务经理——banking operations manager
分支行政经理 - 银行,信贷和投资——branch administrative manager – banking, credit and investment
分公司经理 - 银行,信贷和投资——branch manager – banking, credit and investment
收集中心经理——collection centre manager
收藏管理器——collection manager
收藏管理器 - 银行或信托公司——collection manager – bank or trust company
商务专员——commercial attaché
商业银行经理——commercial banking manager
商业抵押贷款账户管理——commercial mortgages accounts manager
商业抵押贷款经理——commercial mortgages manager
消费信贷管理培训生——consumer credit management trainee
消费信贷服务见习经理——consumer credit services manager trainee
企业客户经理 - 银行,信贷和投资——corporate accounts manager – banking, credit and investment(新新源移民)
企业银行业务中心经理——corporate banking centre manager
公司信托服务部经理——corporate trust services manager
信贷和账户经理——credit and accounts manager
信贷和托收部门经理——credit and collection department manager
信贷和收藏管理器——credit and collection manager
信贷审批和市场开发经理——credit approval and market development manager
信贷方面统筹——credit area co-ordinator
信用卡中心经理——credit card centre manager
信用卡公司运营经理——credit card company operations manager
信贷经理——credit manager
信用合作社经理——credit union manager
金融服务经理——financial services manager
国际银行经理——international banking manager
投资经理 - 银行或信托公司——investment manager – bank or trust company
投资经理 - 银行,信贷和投资——investment manager – banking, credit and investment
贷款和信贷经理 - 银行或信托公司——loan and credit manager – banking or trust company
贷款经理——loans manager
贷款见习经理——loans manager trainee
管理培训生,消费信贷——management trainee, consumer credit
见习经理,消费信贷服务——manager trainee, consumer credit services
经理,银行——manager, bank
经理,银行业务——manager, banking operations
经理,收集中心——manager, collection centre
经理,企业账户 - 银行,信贷和投资——manager, corporate accounts – banking, credit and investment
经理,企业银行业务中心——manager, corporate banking centre
经理,企业服务 - 银行,信贷和投资——manager, corporate services – banking, credit and investment
经理,公司信托业务——manager, corporate trust services
经理,信用和收款——manager, credit and collection
经理,信用卡中心——manager, credit card centre
经理,信用社——manager, credit union
经理,国际银行——manager, international banking
经理,贷款——manager, loans
经理,抵押贷款——manager, mortgages
经理,业务 - 银行,信贷和投资——manager, operations – banking, credit and investment
经理,个人业务 - 银行,信贷和投资——manager, personal services – banking, credit and investment
经理,个人的信任——manager, personal trust
经理,信托公司——manager, trust company
抵押贷款和消费信贷经理——mortgage and consumer credit manager
房贷经理——mortgage manager
业务经理 - 银行,信贷和投资——operations manager – banking, credit and investment(新新源移民)
业务经理,信用卡公司——operations manager, credit card company
个人信任管理器——personal trust manager
区域性银行经理——regional bank manager
区域经理集合——regional collection manager
区域信用经理——regional credit manager
区域经理,银行——regional manager, bank
高级客户经理 - 银行,信贷和投资——senior accounts manager – banking, credit and investment
高级经理,个人理财服务——senior manager, personal financial services
信托公司分公司经理——trust company branch manager
信托公司投资经理trust company investment manager
信托公司经理trust company manager
雇佣要求-Employmentrequirements-新新源移民
Auniversity degree or college diploma in business administration, commerce,economics or a related field is usually required.
Amaster's degree in business administration, finance or management science maybe required for the management of large commercial loans.
Completionof company or other management training programs is usually required.
Severalyears of experience within the industry, including supervisory experience, arerequired.
Additionalinformation
Progressionto senior management positions in this field is possible with experience.
其他分类Classifiedelsewhere—新新源移民
Mortgagebrokerage managers (in 0121 Insurance, real estate and financialbrokerage managers )
Otherbusiness services managers (0125)
Seniormanagers - financial, communications and other business services (0013)