Evaluate, purchase, or sell investments on behalf of clients.
Directs and coordinates programs, transactions, and security measures of financial institution: Examines institution operations to evaluate efficiency. Plans and implements new operating procedures to improve efficiency and reduce costs. Directs receipt and disbursement of funds and acquisition and sale of other assets. Approves agreements affecting capital transactions. Directs safekeeping, control, and accounting of assets and securities. Ensures that institution reserves meet legal requirements. Analyzes financial and operating statements of institution, and reports and makes recommendations to management or board of directors in regard to financial policies and programs. May participate as member of committee deciding on extending lines of credit to commercial enterprises and other organizations. May be designated according to type of financial institution, such as Treasurer, Savings Bank.