Table 1Transition record

bank managertocredit union manager

A bank manager already meets 60% of what the credit union manager role asks for. The move turns on 9 required skills not yet in the profile.

From bank manager

60%

Overlap1

To credit union manager

25 Skills carried over

9 Required, not held

46.3 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 46.3

This move: 46.3 of 100 · moderate

1 Share of the credit union manager role’s weighted skill requirement already met by the bank manager profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.

Table 2

Table 2 · What you already bring

Of the 25 skills that carry over, these are the ones fewest other occupations ask for. A credit union manager role needs them, and most people applying for one will not have them already. This is the part of a bank manager background worth leading with.

Skill the target role also needs Area

already held mortgage loans business, administration and law
already held impart business plans to collaborators communication, collaboration and creativity
already held business loans business, administration and law
already held enforce financial policies management skills
already held investment analysis business, administration and law
already held financial analysis business, administration and law

All 25 carried skills, including the 15 the credit union manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 18 missing skills fall into 5 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.

Skill to acquire Tier

01 business, administration and law 3 required, 2 supplementary

required, not held credit control processes required
required, not held debt systems required
required, not held insolvency law required

optional, not held customer relationship management optional
optional, not held debt collection techniques optional

02 management skills 2 required, 3 supplementary

required, not held create credit policy required
required, not held manage credit union operations required

optional, not held manage loan applications optional
optional, not held develop investment portfolio optional
optional, not held make investment decisions optional

03 information skills 2 required, 1 supplementary

required, not held create a financial report required
required, not held maintain credit history of clients required

optional, not held assess financial viability optional

04 communication, collaboration and creativity 1 required, 3 supplementary

required, not held liaise with board members required

optional, not held maintain relationship with customers optional
optional, not held communicate with banking professionals optional
optional, not held review investment portfolios optional

05 assisting and caring 1 required

required, not held apply credit risk policy required

Table 4

Table 4 · Where to start

The 3 entries a credit union manager role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 25 skills that carry over

Skill Type

already held advise on financial matters skill
already held analyse financial performance of a company skill
already held analyse market financial trends skill
already held corporate social responsibility knowledge
already held create a financial plan skill
already held enforce financial policies skill
already held financial analysis knowledge
already held financial management knowledge
already held financial statements knowledge
already held follow company standards skill
already held impart business plans to collaborators skill
already held liaise with managers skill
already held manage financial risk skill
already held manage staff skill
already held strive for company growth skill
already held analyse financial risk skill
already held banking activities knowledge
already held build business relationships skill
already held business loans knowledge
already held investment analysis knowledge
already held mortgage loans knowledge
already held plan health and safety procedures skill
already held recruit employees skill
already held securities knowledge
already held train employees skill

9 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held maintain relationship with customers optional
optional, not held manage loan applications optional
optional, not held assess financial viability optional
optional, not held communicate with banking professionals optional
optional, not held customer relationship management optional
optional, not held debt collection techniques optional
optional, not held develop investment portfolio optional
optional, not held make investment decisions optional
optional, not held review investment portfolios optional

32 held skills the credit union manager role does not ask for

Skill Type

not needed by the target role abide by business ethical code of conducts skill
not needed by the target role accounting techniques knowledge
not needed by the target role advise on investment skill
not needed by the target role align efforts towards business development skill
not needed by the target role analyse business plans skill
not needed by the target role analyse business processes skill
not needed by the target role assume responsibility for the management of a business skill
not needed by the target role business management principles knowledge
not needed by the target role collaborate in company's daily operations skill
not needed by the target role conclude business agreements skill
not needed by the target role consult credit score skill
not needed by the target role contract law knowledge
not needed by the target role control financial resources skill
not needed by the target role ensure compliance with company regulations skill
not needed by the target role ensure lawful business operations skill
not needed by the target role evaluate performance of organisational collaborators skill
not needed by the target role financial jurisdiction knowledge
not needed by the target role financial products knowledge
not needed by the target role follow the statutory obligations skill
not needed by the target role guarantee customer satisfaction skill
not needed by the target role make strategic business decisions skill
not needed by the target role manage budgets skill
not needed by the target role marketing principles knowledge
not needed by the target role monitor national economy skill
not needed by the target role negotiate with stakeholders skill
not needed by the target role offer financial services skill
not needed by the target role recruit personnel skill
not needed by the target role report on overall management of a business skill
not needed by the target role safeguard bank reputation skill
not needed by the target role shape corporate culture skill
not needed by the target role synthesise financial information skill
not needed by the target role tax legislation knowledge

5 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to acquire Tier

required, not held credit control processes required
required, not held debt systems required
required, not held insolvency law required
optional, not held customer relationship management optional
optional, not held debt collection techniques optional

Index

Other moves recorded from bank manager

Full index of moves from bank manager

Note

How this record was compiled

Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.