Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

Oversee the flow of cash or financial instruments.

Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.

Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.

Communicate with stockholders or other investors to provide information or to raise capital.

Develop or analyze information to assess the current or future financial status of firms.

Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.

Prepare financial or regulatory reports required by laws, regulations, or boards of directors.

Examine, evaluate, or process loan applications.

Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.