bank treasurertobank account manager
A bank treasurer already meets 57% of what the bank account manager role asks for. The move turns on 11 required skills not yet in the profile.
57%
48.6/ 100
1 Share of the bank account manager role’s weighted skill requirement already met by the bank treasurer 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.
Why this move works
A bank account manager role treats 11 of its required skills as things a bank treasurer already does. These are the ones it depends on most.
- advise on financial matters
- analyse financial performance of a company
- banking activities
- corporate social responsibility
- create a financial plan
- enforce financial policies
What stands in the way is 11 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.
Table 2 · What you already bring
Of the 23 skills that carry over, these are the ones fewest other occupations ask for. A bank account manager role needs them, and most people applying for one will not have them already. This is the part of a bank treasurer background worth leading with.
- already held produce statistical financial records information skills
- already held enforce financial policies management skills
- already held financial analysis business, administration and law
- already held maintain records of financial transactions information skills
- already held trace financial transactions information skills
- already held communicate with banking professionals communication, collaboration and creativity
All 23 carried skills, including the 11 the bank account manager role treats as required.
Table 3 · What you would need to learn
The 13 missing skills fall into 7 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.
- required, not held advise on bank account required
- required, not held offer financial services required
- required, not held solve bank account problems required
- required, not held apply technical communication skills required
- required, not held protect client interests required
- required, not held provide financial product information required
- optional, not held promote financial products optional
- required, not held ethics required
- required, not held electronic communication required
- required, not held core banking software required
- required, not held provide support in financial calculation required
- required, not held create banking accounts required
1 further area in the appendix
Table 4 · Where to start
The 3 entries a bank account manager role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 advise on bank account skill · sector specific
- 02 core banking software knowledge · sector specific
- 03 create banking accounts skill · sector specific
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 23 skills that carry over
- already held advise on financial matters skill
- already held analyse financial performance of a company skill
- already held banking activities knowledge
- 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 liaise with managers skill
- already held analyse market financial trends skill
- already held communicate with banking professionals skill
- already held economics knowledge
- already held financial products knowledge
- already held handle financial transactions skill
- already held maintain records of financial transactions skill
- already held obtain financial information skill
- already held plan health and safety procedures skill
- already held produce statistical financial records skill
- already held securities knowledge
- already held strive for company growth skill
- already held trace financial transactions skill
The 1 learning area not shown above
- optional, not held customer service optional
2 supplementary skills, helpful but not required
- optional, not held customer service optional
- optional, not held promote financial products optional
23 held skills the bank account manager role does not ask for
- not needed by the target role accounting knowledge
- not needed by the target role accounting techniques knowledge
- not needed by the target role check accounting records skill
- not needed by the target role conduct financial audits skill
- not needed by the target role create a financial report skill
- not needed by the target role develop audit plan skill
- not needed by the target role evaluate budgets skill
- not needed by the target role financial forecasting knowledge
- not needed by the target role financial jurisdiction knowledge
- not needed by the target role financial markets knowledge
- not needed by the target role investment analysis knowledge
- not needed by the target role liquidity management knowledge
- not needed by the target role maintain financial records skill
- not needed by the target role maintain relationship with customers skill
- not needed by the target role manage accounts skill
- not needed by the target role manage budgets skill
- not needed by the target role manage corporate bank accounts skill
- not needed by the target role prepare financial auditing reports skill
- not needed by the target role present reports skill
- not needed by the target role statistics knowledge
- not needed by the target role synthesise financial information skill
- not needed by the target role tax legislation knowledge
- not needed by the target role treasury management system knowledge
4 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- required, not held core banking software required
- required, not held electronic communication required
- required, not held ethics required
- optional, not held customer service optional
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.