Table 1Transition record

banking products managertobank account manager

A banking products manager already meets 54% of what the bank account manager role asks for. The move turns on 10 required skills not yet in the profile.

From banking products manager

54%

Overlap1

To bank account manager

19 Skills carried over

10 Required, not held

50.6 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 50.6

This move: 50.6 of 100 · moderate

1 Share of the bank account manager role’s weighted skill requirement already met by the banking products 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 19 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 banking products manager background worth leading with.

Skill the target role also needs Area

already held core banking software information and communication technologies (icts)
already held enforce financial policies management skills
already held financial analysis business, administration and law
already held communicate with banking professionals communication, collaboration and creativity
already held financial products business, administration and law
already held securities business, administration and law

All 19 carried skills, including the 12 the bank account manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 17 missing skills fall into 6 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 communication, collaboration and creativity 6 required, 1 supplementary

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

02 information skills 1 required, 4 supplementary

required, not held provide support in financial calculation required

optional, not held maintain records of financial transactions optional
optional, not held obtain financial information optional
optional, not held produce statistical financial records optional
optional, not held trace financial transactions optional

03 management skills 1 required, 1 supplementary

required, not held create banking accounts required

optional, not held handle financial transactions optional

04 arts and humanities 1 required

required, not held ethics required

05 engineering, manufacturing and construction 1 required

required, not held electronic communication required

06 business, administration and law 1 supplementary

optional, not held customer service optional

Table 4

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.

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

Appendix

Appendix · The rest of the record

All 19 skills that carry over

Skill Type

already held advise on financial matters skill
already held analyse financial performance of a company skill
already held banking activities knowledge
already held core banking software 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 plan health and safety procedures skill
already held securities knowledge
already held strive for company growth skill

7 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held customer service optional
optional, not held promote financial products optional
optional, not held handle financial transactions optional
optional, not held maintain records of financial transactions optional
optional, not held obtain financial information optional
optional, not held produce statistical financial records optional
optional, not held trace financial transactions optional

26 held skills the bank account manager role does not ask for

Skill Type

not needed by the target role advise on communication strategies skill
not needed by the target role advise on investment skill
not needed by the target role analyse business plans skill
not needed by the target role analyse financial risk skill
not needed by the target role carry out strategic research skill
not needed by the target role coordinate marketing plan actions skill
not needed by the target role cost management knowledge
not needed by the target role define measurable marketing objectives skill
not needed by the target role develop product design skill
not needed by the target role develop product policies skill
not needed by the target role draw conclusions from market research results skill
not needed by the target role electronic business knowledge
not needed by the target role ensure finished product meet requirements skill
not needed by the target role financial markets knowledge
not needed by the target role make strategic business decisions skill
not needed by the target role market research knowledge
not needed by the target role marketing management knowledge
not needed by the target role marketing principles knowledge
not needed by the target role operate financial instruments skill
not needed by the target role perform market research skill
not needed by the target role plan product management skill
not needed by the target role prepare market research reports skill
not needed by the target role sales strategies knowledge
not needed by the target role statistics knowledge
not needed by the target role survey techniques knowledge
not needed by the target role trading software knowledge

3 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 electronic communication required
required, not held ethics required
optional, not held customer service optional

Index

Other moves recorded from banking products manager

Full index of moves from banking products 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.