10021 银行、信贷和其他投资经理 Banking, credit and other investment managers- FLYabroad NOC 2021

飞出国论坛综合 NOC
1

noc_code: “10021”
noc_version: “2021.0”
translation_mode: “basic”
title_en: “Banking, credit and other investment managers”
title_zh: “银行、信贷和其他投资经理”
official_url: “https://noc.esdc.gc.ca/Structure/NOCProfile?GocTemplateCulture=en-CA&code=10021&version=2021.0”
description: “Complete NOC profile for Banking, credit and other investment managers (NOC 10021) in basic translation mode - 100% faithful to official data, bilingual Chinese-English, enhanced with emojis for better readability. Contains occupation definition, job titles, main duties, employment requirements and TEER category system. No salary or employment inference included in basic mode.”
keywords:

  • NOC 10021
  • 10021 Banking, credit and other investment managers
  • 10021 银行、信贷和其他投资经理
  • 10021 NOC 2021
    tags:
  • noc-1
  • teer-0
  • basic-mode

:money_bag: NOC 10021 银行、信贷和其他投资经理 | Banking, credit and other investment managers

:clipboard: 关键信息速览 | Key Information

:canada: NOC 项目 内容
:clipboard: NOC 代码 10021

:open_book: 职业概述

:canada: Banking, credit and other investment managers plan, organize, direct, control and evaluate the activities of financial establishments or operational departments within such establishments, or credit departments in industrial and commercial establishments. They oversee business development and manage overall performance in accordance with established strategic directions and policies. Banking managers are employed by banks, trust companies and credit unions. Credit managers are employed by credit departments in department stores, utility companies, car dealerships, insurance companies or other industrial or commercial organizations. Other investment managers are employed by credit card companies, consumer loan companies, mutual fund investment firms, mortgage investment companies or other financial establishments concerned with extending loans and financing and investments.

| :bullseye: TEER 类别 | TEER 1 |
| :bar_chart: 主要类别 | 1 - 商业、金融和行政职业 (Business, finance and administration occupations) |
| :busts_in_silhouette: 主要组别 | 10 - 行政服务、财务和商业服务（广播除外）专业中级管理职业
(Specialized middle management occupations in administrative services, financial and business services and communication (except broadcasting)) |
| :magnifying_glass_tilted_left: 次要组别 | 100 - 行政服务、财务和商业服务（广播除外）专业中级管理职业
(Specialized middle management occupations in administrative services, financial and business services and communication (except broadcasting)) |
| :pushpin: 次级组别 | 1002 - 金融和商业服务经理 (Managers in financial and business services) |
| :date: 数据版本 | :canada: NOC 2021 Version 1.0 |

:round_pushpin: 职业层级 | Occupational Hierarchy

:canada: NOC 10021 银行、信贷和其他投资经理在 NOC 2021 分类体系中的位置：

1 商业、金融和行政职业
  └── 10 行政服务、财务和商业服务（广播除外）专业中级管理职业
      └── 100 行政服务、财务和商业服务（广播除外）专业中级管理职业
          └── 1002 金融和商业服务经理
              └── 10021 银行、信贷和其他投资经理 ⭐ 您在这里

📖 职业定义 | Definition

:money_bag: NOC 10021 银行、信贷和其他投资经理计划、组织、指导、控制和评估 (plan, organize, direct, control and evaluate) 金融机构 (financial establishments) 或此类机构内的运营部门 (operational departments) 的活动 (activities)，或工业和商业机构 (industrial and commercial establishments) 中的信贷部门 (credit departments)。他们监督 (oversee) 业务发展 (business development)，并根据 (in accordance with) 既定战略方向 (established strategic directions) 和政策 (policies) 管理 (manage) 整体绩效 (overall performance)。银行经理受雇于 (are employed by) 银行 (banks)、信托公司 (trust companies) 和信用合作社 (credit unions)。信贷经理受雇于 (are employed by) 百货公司 (department stores)、公用事业公司 (utility companies)、汽车经销商 (car dealerships)、保险公司 (insurance companies) 或其他工业或商业组织 (other industrial or commercial organizations) 的信贷部门。其他投资经理受雇于 (are employed by) 信用卡公司 (credit card companies)、消费贷款公司 (consumer loan companies)、共同基金投资公司 (mutual fund investment firms)、抵押贷款投资公司 (mortgage investment companies) 或其他涉及 (concerned with) 发放贷款 (extending loans)、融资和投资 (financing and investments) 的金融机构 (financial establishments)。

📄 **NOC 10021 银行、信贷和其他投资经理** 英文原文 | View Original English Definition

Banking, credit and other investment managers plan, organize, direct, control and evaluate the activities of financial establishments or operational departments within such establishments, or credit departments in industrial and commercial establishments. They oversee business development and manage overall performance in accordance with established strategic directions and policies. Banking managers are employed by banks, trust companies and credit unions. Credit managers are employed by credit departments in department stores, utility companies, car dealerships, insurance companies or other industrial or commercial organizations. Other investment managers are employed by credit card companies, consumer loan companies, mutual fund investment firms, mortgage investment companies or other financial establishments concerned with extending loans and financing and investments.

💼 职位名称示例 | Illustrative Examples

NOC 10021 银行、信贷和其他投资经理职业的常见职位名称包括：

  • :office_building: 助理运营经理 - 银行、信贷和投资 (Assistant operations manager - banking, credit and investment)
  • :bank: 银行经理 (Bank manager)
  • :bar_chart: 银行运营经理 (Banking operations manager)
  • :money_bag: 收款中心经理 (Collection centre manager)
  • :chart_increasing: 商业银行经理 (Commercial banking manager)
  • :office_building: 企业银行中心经理 (Corporate banking centre manager)
  • :handshake: 企业服务经理 - 银行、信贷和投资 (Corporate services manager - banking, credit and investment)
  • :credit_card: 信用卡中心经理 (Credit card centre manager)
  • :light_bulb: 信用卡公司运营经理 (Credit card company operations manager)
  • :heavy_dollar_sign: 信贷经理 (Credit manager)
  • :classical_building: 信用合作社经理 (Credit union manager)
  • :house_with_garden: 抵押贷款和消费信贷经理 (Mortgage and consumer credit manager)
  • :woman_office_worker: 个人服务经理 - 银行、信贷和投资 (Personal services manager - banking, credit and investment)
  • :world_map: 区域收款经理 (Regional collection manager)
  • :scroll: 信托公司经理 (Trust company manager)
📋 **NOC 10021 银行、信贷和其他投资经理** 完整职位名称索引 | Complete Index of Titles

完整职位名称索引 | Complete Index of Titles

  • 账户经理 - 银行、信贷和投资 (Accounts manager - banking, credit and investment)
  • 区域经理 - 银行、信贷和投资 (Area manager - banking, credit and investment)
  • 助理分支机构经理 - 银行、信贷和投资 (Assistant branch manager - banking, credit and investment)
  • 助理消费信贷经理 (Assistant consumer credit manager)
  • 助理企业银行服务经理 (Assistant corporate banking services manager)
  • 助理信贷经理 (Assistant credit manager)
  • 助理运营经理 - 银行、信贷和投资 (Assistant operations manager - banking, credit and investment)
  • 助理区域经理 - 银行 (Assistant regional manager - banking)
  • 银行分支机构经理 (Bank branch manager)
  • 银行总监 (Bank director)
  • 银行经理 (Bank manager)
  • 银行账户经理 (Banking accounts manager)
  • 银行中心经理 (Banking centre manager)
  • 银行运营经理 (Banking operations manager)
  • 分支机构行政经理 - 银行、信贷和投资 (Branch administrative manager - banking, credit and investment)
  • 分支机构经理 - 银行、信贷和投资 (Branch manager - banking, credit and investment)
  • 收款中心经理 (Collection centre manager)
  • 收款经理 (Collection manager)
  • 收款经理 - 银行或信托公司 (Collection manager - bank or trust company)
  • 商务专员 (Commercial attaché)
  • 商业银行经理 (Commercial banking manager)
  • 商业抵押贷款账户经理 (Commercial mortgages accounts manager)
  • 商业抵押贷款经理 (Commercial mortgages manager)
  • 消费信贷管理培训生 (Consumer credit management trainee)
  • 消费信贷服务经理培训生 (Consumer credit services manager trainee)
  • 企业账户经理 - 银行、信贷和投资 (Corporate accounts manager - banking, credit and investment)
  • 企业银行中心经理 (Corporate banking centre manager)
  • 企业服务经理 - 银行、信贷和投资 (Corporate services manager - banking, credit and investment)
  • 企业信托服务经理 (Corporate trust services manager)
  • 信贷和账户经理 (Credit and accounts manager)
  • 信贷和收款部门经理 (Credit and collection department manager)
  • 信贷和收款经理 (Credit and collection manager)
  • 信贷审批和市场开发经理 (Credit approval and market development manager)
  • 信贷区域协调员 (Credit area coordinator)
  • 信用卡中心经理 (Credit card centre manager)
  • 信用卡公司运营经理 (Credit card company operations manager)
  • 信贷经理 (Credit manager)
  • 信用合作社经理 (Credit union manager)
  • 金融服务经理 (Financial services manager)
  • 国际银行经理 (International banking manager)
  • 投资经理 - 银行或信托公司 (Investment manager - bank or trust company)
  • 投资经理 - 银行、信贷和投资 (Investment manager - banking, credit and investment)
  • 贷款和信贷经理 - 银行或信托公司 (Loan and credit manager - banking or trust company)
  • 贷款经理 (Loans manager)
  • 贷款经理培训生 (Loans manager trainee)
  • 抵押贷款和消费信贷经理 (Mortgage and consumer credit manager)
  • 抵押贷款经理 (Mortgage manager)
  • 运营经理 - 银行、信贷和投资 (Operations manager - banking, credit and investment)
  • 个人服务经理 - 银行、信贷和投资 (Personal services manager - banking, credit and investment)
  • 个人信托经理 (Personal trust manager)
  • 区域银行经理 (Regional bank manager)
  • 区域收款经理 (Regional collection manager)
  • 区域信贷经理 (Regional credit manager)
  • 高级账户经理 - 银行、信贷和投资 (Senior accounts manager - banking, credit and investment)
  • 高级经理 - 个人金融服务 (Senior manager - personal financial services)
  • 信托公司分支机构经理 (Trust company branch manager)
  • 信托公司投资经理 (Trust company investment manager)
  • 信托公司经理 (Trust company manager)

📋 主要职责 | Main Duties

NOC 10021 银行、信贷和其他投资经理执行以下部分或全部职责 (performs some or all of the following duties)：

  • :bank: 银行经理
    • :bar_chart: 计划、组织、指导、控制和评估 (Plan, organize, direct, control and evaluate) 银行 (bank)、信托公司 (trust company)、信用合作社 (credit union) 或类似金融机构 (similar financial institution) 的分支机构运营 (branch operations)，或此类机构内负责 (responsible for) 管理个人和商业贷款 (administering personal and commercial loans)、买卖证券 (buying and selling securities)、运营投资基金 (operating investment funds)、管理信托 (administering trusts)、清算遗产 (settling estates) 或其他相关活动 (other related activities) 的部门的活动。
    • :locked_with_key: 确保 (Ensure) 机构政策和程序 (institution’s policies and procedures) 按照 (according to) 既定指南 (established guidelines) 执行，并提出改进建议 (make recommendations for improvement)。
    • :handshake: 建立业务关系网络 (Network to develop business relations)，促进 (promote) 贷款 (loan)、投资 (investment) 和其他银行服务 (other banking services) 的销售 (sale)，并吸引 (attract) 公司和个人客户 (corporate and individual customers)。
    • :speaking_head: 面谈 (Interview) 公司和个人客户，并回应 (respond to) 客户咨询 (customer enquiries)。
    • 审批 (Approve) 或拒绝 (reject) 贷款和信贷申请 (loan and credit applications)，并根据 (in accordance with) 授权限额 (authorized limits) 进行分析 (Analyze)、审查 (review) 和批准 (approve)。
    • 监控 (Monitor) 贷款申请 (loan applications) 和信用调查 (credit investigations) 的处理。
    • 监督 (Oversee) 每月财务 (monthly financial) 和分支机构进展报告 (branch progress reports) 的准备。
    • :office_worker: 招聘 (Recruit) 人员 (personnel) 并确定 (identify) 他们的培训需求 (training needs)。
  • :heavy_dollar_sign: 信贷经理
    • :chart_increasing: 计划、组织、指导、控制和评估 (Plan, organize, direct, control and evaluate) 工业或商业组织 (industrial or commercial organization) 中信贷部门的活动 (activities of a credit department)。
    • :money_bag: 管理 (Administer) 公司 (corporate)、商业 (commercial) 和个人贷款账户 (personal loan accounts)。
    • :light_bulb: 就 (on) 与客户需求相符的 (corresponding to their needs) 商业和个人金融服务 (commercial and personal financial services) 向客户提供咨询 (Advise customers)。
    • :magnifying_glass_tilted_left: 评估 (Evaluate) 和审查 (review) 贷款和信贷申请 (loan and credit applications) 以及抵押品 (collateral)，并提出建议 (make recommendations)。
    • 审批 (Approve) 或拒绝 (reject) 信贷申请 (credit applications)，建立 (establish) 信贷额度 (credit limits)，并根据 (in accordance with) 授权限额 (authorized limits) 确定 (determine) 还款计划或时间表 (repayment plans or schedules)。
    • 确保 (Ensure) 逾期 (overdue) 或拖欠账户 (delinquent accounts) 的收款 (collection)。
    • :balance_scale: 确保 (Ensure) 信贷政策和程序 (credit policies and procedures) 按照 (according to) 既定指南 (established guidelines) 和适用立法 (applicable legislation) 执行。
    • :page_facing_up: 准备 (Prepare) 信贷和贷款报告 (credit and loan reports)。
    • :office_worker: 招聘 (Recruit) 信贷人员 (credit personnel) 并确定 (identify) 他们的培训需求 (training needs)。
📄 **NOC 10021 银行、信贷和其他投资经理** 英文原文 | View Original English Main Duties

This group performs some or all of the following duties:

  • Banking managers
  • Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activitiesEnsure the institution’s policies and procedures are followed according to established guidelines and make recommendations for improvementNetwork to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customersInterview corporate and individual customers and respond to customer enquiriesAnalyze, review and approve or reject loan and credit applications in accordance with authorized limitsMonitor processing of loan applications and credit investigationsOversee preparation of monthly financial and branch progress reportsRecruit personnel and identify their training needs.Credit managersPlan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organizationAdminister corporate, commercial and personal loan accountsAdvise customers on the commercial and personal financial services corresponding to their needsEvaluate and review loan and credit applications and collateral and make recommendationsApprove or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limitsEnsure collection of overdue or delinquent accountsEnsure credit policies and procedures are followed according to established guidelines and applicable legislationPrepare credit and loan reportsRecruit credit personnel and identify their training needs.
  • Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activities
  • Ensure the institution’s policies and procedures are followed according to established guidelines and make recommendations for improvement
  • Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
  • Interview corporate and individual customers and respond to customer enquiries
  • Analyze, review and approve or reject loan and credit applications in accordance with authorized limits
  • Monitor processing of loan applications and credit investigations
  • Oversee preparation of monthly financial and branch progress reports
  • Recruit personnel and identify their training needs.
  • Credit managers
  • Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organizationAdminister corporate, commercial and personal loan accountsAdvise customers on the commercial and personal financial services corresponding to their needsEvaluate and review loan and credit applications and collateral and make recommendationsApprove or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limitsEnsure collection of overdue or delinquent accountsEnsure credit policies and procedures are followed according to established guidelines and applicable legislationPrepare credit and loan reportsRecruit credit personnel and identify their training needs.
  • Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organization
  • Administer corporate, commercial and personal loan accounts
  • Advise customers on the commercial and personal financial services corresponding to their needs
  • Evaluate and review loan and credit applications and collateral and make recommendations
  • Approve or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limits
  • Ensure collection of overdue or delinquent accounts
  • Ensure credit policies and procedures are followed according to established guidelines and applicable legislation
  • Prepare credit and loan reports
  • Recruit credit personnel and identify their training needs.

🎓 任职要求 | Employment Requirements

NOC 10021 银行、信贷和其他投资经理任职必备条件：

📚 学历要求 | Educational Requirements

:white_check_mark: 必需学历：

  • 通常需要 (is usually required) 工商管理 (business administration)、商科 (commerce)、经济学 (economics) 或相关领域 (related field) 的大学学位 (university degree) 或大专文凭 (college diploma)。
  • 管理大型商业贷款可能需要 (may be required) 工商管理 (business administration)、金融 (finance) 或管理科学 (management science) 硕士学位 (master’s degree)。

:blue_book: 对应加拿大学历框架：TEER 1（管理职业，通常需要大学学位或大专文凭并有数年相关工作经验）

⏱️ 工作经验 | Work Experience

:white_check_mark: 必需经验：

  • 需要 (are required) 行业内 (within the industry) 数年经验 (several years of experience)，包括监督经验 (supervisory experience)。

🏅 专业资格 | Professional Designations

:pushpin: 可能要求以下专业资格之一：

  • 可能需要 (may be required) 认可的金融资格 (a recognized financial designation) (CFA, CFP, CIM 或其他)。
  • 通常需要 (is usually required) 完成公司 (company) 或其他管理培训计划 (other management training programs)。
📄 **NOC 10021 银行、信贷和其他投资经理** 英文原文 | View Original English Employment Requirements
  • A university degree or college diploma in business administration, commerce, economics or a related field is usually required.
  • A master’s degree in business administration, finance or management science may be required for the management of large commercial loans.
  • A recognized financial designation may be required (CFA, CFP, CIM or others).
  • Completion of company or other management training programs is usually required.
  • Several years of experience within the industry, including supervisory experience, are required.

💡 附加信息 | Additional Information

📈 职业发展 | Career Progression

随着经验的积累 (with experience)，在该领域 (in this field) 有可能晋升 (Progression is possible) 到高级管理职位 (senior management positions)。

📄 **NOC 10021 银行、信贷和其他投资经理** 英文原文 | View Original English Additional Information
  • Progression to senior management positions in this field is possible with experience.

🚫 排除职业 | Exclusions

以下职业不属于 NOC 10021 银行、信贷和其他投资经理类别：

:cross_mark: 高级经理 - 财务、通信和其他商业服务 (Senior managers - financial, communications and other business services)
:backhand_index_pointing_right: 参见 00012 高级经理 - 财务、通信和其他商业服务

:cross_mark: 其他商业服务经理 (Other business services managers)
:backhand_index_pointing_right: 参见 10029 其他商业服务经理

:cross_mark: 抵押贷款经纪经理 (Mortgage broker manager)
:backhand_index_pointing_right: 参见 10020 保险、房地产和金融经纪经理

📊 TEER 系统说明 | TEER Category System

NOC 10021 银行、信贷和其他投资经理对应 TEER 1 管理职业 (Management occupations)。

TEER (Training, Education, Experience and Responsibilities) 是 NOC 2021 引入的新分类系统，替代了旧版 NOC 2016 的技能水平分类 (Skill Level)。

🎯 TEER 1 - 管理职业特征

TEER 1 包括：

  • 立法议员和高级管理人员 (legislators and senior management)
  • 各行业的专业中级管理职业 (specialized middle management occupations in all industries)

:books: 典型要求：

  • 通常需要大学学位 (university degree)，或
  • 大专文凭 (college diploma) 或专业证书 (professional certificate) 并有数年相关工作经验 (several years of experience)
  • 本分类中的职业通常需要监督和管理职责 (supervisory and managerial responsibilities)

:light_bulb: 职位特点：

  • 管理职责 (management responsibilities)：计划、组织、指导、控制、评估 (plan, organize, direct, control, evaluate)
  • 监督人员 (supervise staff)
  • 预算管理 (budget management)
  • 战略规划 (strategic planning)
  • 建立政策和程序 (establish policies and procedures)

:pushpin: TEER 系统完整分类：

TEER 类别 说明 典型要求
TEER 1 管理职业 大学学位或大专+经验
TEER 1 大学学位职业 学士/硕士/博士学位
TEER 1 大专/学徒职业 2-3年大专文凭或学徒训练
TEER 1 中学后教育职业 2年以下大专或学徒训练
TEER 1 中学教育职业 高中文凭或数周在职培训
TEER 1 短期培训职业 短期工作示范或在职培训

:memo: 微出国版权声明 | Copyright Notice

本内容基于 Employment and Social Development Canada (ESDC) NOC 2021 Version 1.0 和 Statistics Canada 官方数据整理，由 微出国 (veryvisa.com) 编译制作。

数据来源 | Data Sources:

翻译模式 | Translation Mode: 基础模式 (Basic Mode) - 100% 忠实于官方数据，不包含联网搜索的薪资和就业推断信息。本文档仅翻译 JSON 原文字段，使用 emoji 美化和中英文对照增强可读性。

加拿大国家职业分类 National Occupational Classification 列表-FLYabroad NOC 2021