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{"tema_id":"92","string":"Gerentes de sucursales de bancos, de servicios financieros y de seguros","created":"2017-05-12 23:37:27","code":"1346","notes":[{"@type":"Definition note","@lang":"es","@value":"Planean, dirigen y coordinan las sucursales de las entidades que prestan servicios financieros y de seguros, tales como bancos, sociedades de cr\u00e9dito hipotecario, cooperativas de cr\u00e9dito y compa\u00f1\u00edas de seguros. Estos directivos prestan asesoramiento y asistencia a los clientes sobre temas financieros y de seguros."},{"@type":"Definition note","@lang":"en","@value":"Financial and insurance services branch managers plan, direct and coordinate the branches of institutions that provide financial and insurance services, such as banks, building societies, credit unions and insurance companies. They provide advice and assistance to clients on financial and insurance matters."},{"@type":"Nota de alcance","@lang":"es","@value":"Algunas ocupaciones afines clasificadas en otra parte:\n\nAnalista de pr\u00e9stamos - 3312\nDirector financiero - 1211\nAgente de seguros - 3321\n"},{"@type":"Nota de alcance","@lang":"en","@value":"Examples of the occupations classified here:\n\nFinancial institution branch manager\nBuilding society manager\nBank manager\nCredit union manager\nInsurance agency manager\n"},{"@type":"Nota de alcance","@lang":"en","@value":"Some related occupations classified elsewhere:\n\nCredit and loans officers - 3312\nFinance manager - 1211\nInsurance agent - 3321\n"},{"@type":"Tareas","@lang":"es","@value":"\nSupervisar a otros trabajadores.\nGestionar presupuestos, controlar los gastos y asegurar el uso eficiente de los recursos.\nAprobar, rechazar o coordinar la aprobaci\u00f3n y el rechazo de las l\u00edneas de cr\u00e9dito para pr\u00e9stamos personales, bienes ra\u00edces y mercantil.\nRealizar investigaciones financieras.\nExaminar, evaluar y tramitar las solicitudes de pr\u00e9stamos y seguros.\nEstablecer y mantener relaciones con los clientes individuales y comerciales.\nPlanear, dirigir y coordinar las actividades del personal de la sucursal.\nBrindar asesoramiento y asistencia a los clientes en sus necesidades financieras y de seguros y en asuntos tales como cambios en las leyes que puedan afectar a los clientes.\nSupervisar las decisiones de ampliaci\u00f3n de cr\u00e9dito.\nSupervisar el flujo de efectivo e instrumentos financieros y la preparaci\u00f3n de informes financieros y normativos.\nCoordinar la cooperaci\u00f3n de las dem\u00e1s sucursales de la empresa.\nSupervisar la selecci\u00f3n, capacitaci\u00f3n y desempe\u00f1o del personal.\nDesempe\u00f1ar tareas afines.\n"},{"@type":"Tareas","@lang":"en","@value":"Tasks include\n\nmanaging budgets, controlling expenditure and ensuring the efficient use of resources;\napproving or rejecting, or coordinating the approval or rejection of, lines of credit for commercial, real estate and personal loans;\nconducting financial investigations;\nexamining, evaluating and processing loan and insurance applications;\nestablishing and maintaining relationships with individual and business customers;\nplanning, directing and coordinating the activities of staff in the branch;\nproviding advice and assistance to customers on their financial and insurance needs and on matters such as changes in law that may affect customers;\nmonitoring credit extension decisions;\noverseeing the flow of cash and financial instruments, and the preparation of financial and regulatory reports;\ncoordinating cooperation with other branches of the company;\noverseeing the selection, training and performance of staff.\n"}]}