TCFCA 学习空间
TCFCA 学习空间
Banking, credit and other investment managers
银行、信贷和其他投资管理者计划、组织、指导、控制和评估金融机构或此类机构内的运营部门或工商机构内的信贷部门的活动。他们根据既定的战略方向和政策监督业务发展并管理整体绩效。银行经理受雇于银行、信托公司和信用合作社。信贷经理受雇于百货公司、公用事业公司、汽车经销商、保险公司或其他工业或商业组织的信贷部门。其他投资经理受雇于信用卡公司、消费贷款公司、共同基金投资公司、抵押贷款投资公司或其他涉及发放贷款、融资和投资的金融机构。
Banking, credit and other investment managers plan, organize, direct, control and evaluate the activities of financial establishments or operational departments within such establishments, or credit departments in industrial and commercial establishments. They oversee business development and manage overall performance 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 or commercial organizations. Other investment managers are employed by credit card companies, consumer loan companies, mutual fund investment firms, mortgage investment companies or other financial establishments concerned with extending loans and financing and investments.
中文内容为本站机器翻译，未经加拿大政府审核；申请与职业匹配请以英文原文为准。
银行经理
Banking managers
规划、组织、指导、控制和评估银行、信托公司、信用合作社或类似金融机构或此类机构中负责管理个人和商业贷款、买卖证券、运营投资基金、管理信托、结算遗产或其他相关活动的部门的分支机构业务
Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activities
确保按照既定准则遵循机构的政策和程序，并提出改进建议
Ensure the institution's policies and procedures are followed according to established guidelines and make recommendations for improvement
网络发展业务关系，促进销售贷款、投资和其他银行服务并吸引企业和个人客户
Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
采访企业和个人客户并回复客户询问
Interview corporate and individual customers and respond to customer enquiries
根据授权限额分析、审查和批准或拒绝贷款和信贷申请
Analyze, review and approve or reject loan and credit applications in accordance with authorized limits
监控贷款申请和信用调查的处理
Monitor processing of loan applications and credit investigations
监督每月财务和分支机构进度报告的准备
Oversee preparation of monthly financial and branch progress reports
招聘人员并确定他们的培训需求。
Recruit personnel and identify their training needs.
信贷经理
Credit managers
规划、组织、指导、控制和评估工业或商业组织信贷部门的活动
Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organization
管理公司、商业和个人贷款账户
Administer corporate, commercial and personal loan accounts
为客户提供符合其需求的商业和个人金融服务建议
Advise customers on the commercial and personal financial services corresponding to their needs
评估和审查贷款和信贷申请以及抵押品并提出建议
Evaluate and review loan and credit applications and collateral and make recommendations
批准或拒绝信贷申请，建立信贷限额并根据授权限额确定还款计划或时间表
Approve or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limits
确保收回逾期或拖欠账户
Ensure collection of overdue or delinquent accounts
确保根据既定准则和适用立法遵循信贷政策和程序
Ensure credit policies and procedures are followed according to established guidelines and applicable legislation
准备信用和贷款报告
Prepare credit and loan reports
招聘信贷人员并确定他们的培训需求。
Recruit credit personnel and identify their training needs.
通常需要工商管理、商业、经济学或相关领域的大学学位或大专文凭。
A university degree or college diploma in business administration, commerce, economics or a related field is usually required.
管理大额商业贷款可能需要工商管理、金融或管理科学硕士学位。
A master's degree in business administration, finance or management science may be required for the management of large commercial loans.
可能需要获得认可的财务资格（CFA、CFP、CIM 或其他）。
A recognized financial designation may be required (CFA, CFP, CIM or others).
通常需要完成公司或其他管理培训计划。
Completion of company or other management training programs is usually required.
需要多年的行业经验，包括监管经验。
Several years of experience within the industry, including supervisory experience, are required.
随着经验的积累，可以晋升到该领域的高级管理职位。
Progression to senior management positions in this field is possible with experience.
抵押贷款经纪人经理（参见 10020 保险、房地产和金融经纪经理）
Mortgage broker manager (See 10020 Insurance, real estate and financial brokerage managers)
其他商业服务经理（参见 10029 其他商业服务经理）
Other business services managers (See 10029 Other business services managers)
高级管理人员 - 金融、通信和其他商业服务（参见 00012 高级管理人员 - 金融、通信和其他商业服务）
Senior managers - financial, communications and other business services (See 00012 Senior managers - financial, communications and other business services)
Source: Statistics Canada, National Occupational Classification (NOC) 2021 Version 1.0, September 28, 2021. Reproduced and distributed on an "as is" basis with the permission of Statistics Canada.
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