Financial Services Manager

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Areas Of Interest:   Finance & Banking
Certificate Level:  Certificate IV
Certificate Name:  Diploma of Financial Services
Certificate Description:  A Financial Services Manager is a senior team member who ensures that the financial services team's performance meets company expectations. They proactively engage with customers to identify their needs, monitor workflow trends and review business performance.
Code:  FNS51815
Work Type:  Helping & Advising Organising & Clerical

Skills & Knowledge you will learn

Apply principles of professional practice to work in the financial services industry
Manage banking and service strategy for small business customers
Provide business advisory services within a financial services context
Analyse and interpret legal requirements for a transaction
Review business performance
Manage premium customer relationships
Comply with financial services legislation and industry codes of practice
Develop and manage a budget
Identify and interpret compliance requirements
Lead and manage a sales team