Career Path - Banking Sector

Experience Example Paths

• Small loans

• Computer transactions

• Customer service 

• Reconciliations (Bank, GL) 

• Data entry 

• Standard form processing 

• Preparing financial statements, budgets

• Posting and preparing journal entries 

• Financial planning for small businesses 

• Provide analysis and recommendations to medium and large businesses

• Review business plans/financial proposals for small businesses

• Approve small loans, lines of credit and mortgages

• Supervise junior staff

• Review and interpret financial information

• Review, interpret and analyze financial information

• Project risk analysis for medium to large organizations

• Handle international financing and large transactions (hundreds of thousands)

• Directly work with medium to large organizations on corporate financing

• Manage staff

• Presenting financials to internal and external stakeholders

• Accounting standards conversion (e.g., CGAAP to IFRS) 

• Review journal entries prepared by junior staff