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92Gerentes de sucursales de bancos, de servicios financieros y de segurosPTesClasificación Internacional Uniforme de Ocupaciones (CIUO) active approved Gerentes de sucursales de bancos, de servicios financieros y de segurosPlanean, dirigen y coordinan las sucursales de las entidades que prestan servicios financieros y de seguros, tales como bancos, sociedades de crédito hipotecario, cooperativas de crédito y compañías de seguros. Estos directivos prestan asesoramiento y asistencia a los clientes sobre temas financieros y de seguros.

]]>Planean, dirigen y coordinan las sucursales de las entidades que prestan servicios financieros y de seguros, tales como bancos, sociedades de crédito hipotecario, cooperativas de crédito y compañías de seguros. Estos directivos prestan asesoramiento y asistencia a los clientes sobre temas financieros y de seguros.

]]>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.

]]>Algunas ocupaciones afines clasificadas en otra parte:

Analista de préstamos - 3312
Director financiero - 1211
Agente de seguros - 3321

]]>Examples of the occupations classified here:

Financial institution branch manager
Building society manager
Bank manager
Credit union manager
Insurance agency manager

]]>Some related occupations classified elsewhere:

Credit and loans officers - 3312
Finance manager - 1211
Insurance agent - 3321

]]>

Supervisar a otros trabajadores.

Gestionar presupuestos, controlar los gastos y asegurar el uso eficiente de los recursos.

Aprobar, rechazar o coordinar la aprobación y el rechazo de las líneas de crédito para préstamos personales, bienes raíces y mercantil.

Realizar investigaciones financieras.

Examinar, evaluar y tramitar las solicitudes de préstamos y seguros.

Establecer y mantener relaciones con los clientes individuales y comerciales.

Planear, dirigir y coordinar las actividades del personal de la sucursal.

Brindar 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.

Supervisar las decisiones de ampliación de crédito.

Supervisar el flujo de efectivo e instrumentos financieros y la preparación de informes financieros y normativos.

Coordinar la cooperación de las demás sucursales de la empresa.

Supervisar la selección, capacitación y desempeño del personal.

Desempeñar tareas afines.

]]>Tasks include

managing budgets, controlling expenditure and ensuring the efficient use of resources;
approving or rejecting, or coordinating the approval or rejection of, lines of credit for commercial, real estate and personal loans;
conducting financial investigations;
examining, evaluating and processing loan and insurance applications;
establishing and maintaining relationships with individual and business customers;
planning, directing and coordinating the activities of staff in the branch;
providing advice and assistance to customers on their financial and insurance needs and on matters such as changes in law that may affect customers;
monitoring credit extension decisions;
overseeing the flow of cash and financial instruments, and the preparation of financial and regulatory reports;
coordinating cooperation with other branches of the company;
overseeing the selection, training and performance of staff.

]]>Gerentes de sucursales de bancos, de servicios financieros y de segurosUF713Gerente de bancoNDUF714Gerente de control financieroNDUF715Gerente de cooperativa de créditoNDUF716Gerente de crédito hipotecarioNDUF717Gerente de sucursal de servicios financierosNDUF718Jefe de departamento de contabilidadNDUF719Jefe de costos y presupuestoNDBT79Directores y gerentes de servicios profesionalesPT