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       CODE: 186.117-054 Buy the DOT:Download/CD-ROM
TITLE(s): PRESIDENT, FINANCIAL INSTITUTION (financial)
Plans, develops, and directs financial policies and practices of bank, savings bank, commercial
bank, trust company, mortgage company, credit union, or company dealing in consumer credit, such as
finance company, to ensure that financial objectives, goals, and institutional growth are met and in
accordance with policies of Board of Directors or corporate charter and government regulations:
Plans and develops investment, loan, interest, and reserve policies to ensure optimum monetary
returns in accordance with availability of investment funds, government restrictions, and sound
financial practices. Coordinates communication and reporting activities between divisions,
departments, and branch offices to ensure availability of data required for efficient daily
operations. Delegates to subordinate corporate officers authority for administering activities and
operations under their control. Reviews reports and financial statements to determine policy changes
due to changes in economic conditions. May serve as bank representative in professional, business,
and community organizations to promote bank services. May plan budget and monitor financial
activities, using computer. May serve on Board of Directors. May be designated according to type of
financial institution as President, Commercial Bank (financial); President, Credit Union
(financial); President, Finance Company (financial); President, Mortgage Company (financial);
President, Savings Bank (financial); President, Trust Company (financial).
GOE: 11.05.01 STRENGTH: S GED: R6 M5 L5 SVP: 9 DLU: 89
ONET CROSSWALK: 19005B Private Sector Executives
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