Banking, Credit, and Other Investment Managers perform some or all of the following duties:

• Direct branch or departmental operations in banks, trust companies, or credit unions
• Ensure compliance with internal policies and regulatory frameworks
• Promote lending, investment, and banking services to attract new clients
• Assess customer needs and respond to financial enquiries
• Approve or decline loan and credit applications within authority limits
• Monitor processing of loan files and credit investigations
• Review monthly financial and performance reports
• Recruit and train staff
• Manage corporate, commercial, and personal credit portfolios
• Advise clients on financial products
• Evaluate collateral and lending risk
• Approve or recommend credit limits and repayment schedules
• Oversee collections of delinquent accounts
• Ensure credit policies follow legislation and guidelines
• Prepare loan and risk reports
• Hire and train credit staff

These are the typical employment requirements and benefits associated with this occupation in Canada:

• A bachelor's degree in business administration, commerce, economics, finance, or a related field is usually required.
• Several years of experience in banking, credit, lending, investment services, collections, mortgage operations, or another related financial-services occupation are typically required.
• Some employers may prefer professional designations or internal banking and financial-services certifications.
• Many employers offer pension plans, medical and dental coverage, life insurance, paid leave, and employer contributions to pension and employment insurance programs.