How do they match: Financial Managers

  • Relationship Manager

  • Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

  • Communicate organizational information to customers or other stakeholders.
  • Establish interpersonal business relationships to facilitate work activities.
  • Prepare reports related to compliance matters.
  • Recruit personnel.