Banking and Finance Fundamentals | Georgia Piedmont Technical College

Skills & Competencies

Skills developed through this program

Auto-populatedfrom O*NET via SOC 11-3031.00

Skills

Critical ThinkingActive ListeningSpeakingReading ComprehensionWritingMonitoringCoordinationTime Management

Knowledge

Customer and Personal ServiceAdministration and ManagementEconomics and AccountingMathematicsAdministrative

Abilities

Oral ComprehensionWritten ComprehensionOral ExpressionDeductive ReasoningSpeech ClarityWritten ExpressionProblem SensitivityInductive ReasoningInformation OrderingNear Vision

Tasks

Establish and maintain relationships with individual or business customers or provide assistance wit
Oversee the flow of cash or financial instruments.
Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establ

Technology

Accounting softwareDocument management softwareHuman resources softwareBusiness intelligence and data analysis softwareFinancial analysis software

Tools

10-key calculatorsDesktop computersNotebook computersPersonal computersPersonal digital assistants PDAScannersTablet computers

Work Values

Working ConditionsIndependenceRecognitionAchievementRelationshipsSupport

Career Pathways

Occupations this program prepares you for

Auto-populatedfrom O*NET + BLS

Occupations matched to this program, with median wage, top wage, growth, and openings
SOC	Occupation	Method	Wage	Growth	Openings
Match confidence: medium11-3031.00	Financial Managers	title_inference	$161,700 median	+14.83%	12,880

Program Pathways

Credentials this program stacks toward

No program pathways.

What You'll Learn

Key competencies developed through this program

Auto-populatedfrom NSX Competency Framework

Mastery: developing (Level 2)(based on Certificate)

Customer relationships — cultivate and sustain independently for a portfolio of individual or business clients in a branch banking or brokerage setting.
Cash and financial instrument flows — oversee daily operations with reduced supervision, identifying irregularities and initiating corrective action in a financial operations unit.
Branch or departmental activities — coordinate across multiple staff roles with moderate oversight, ensuring efficient workflow in a regional office.
Recruitment processes — manage end-to-end candidate sourcing and screening using human resources software, supporting timely staffing of financial teams.
Budget variance reports — analyze cost data using financial analysis software and recommend adjustments to departmental spending plans.
Employee training programs — administer and monitor progress, adapting delivery schedules to meet evolving skill needs within a financial services department.
Business intelligence tools — utilize to produce recurring performance reports and surface actionable insights for management review.
Complex customer problems — assess and resolve by applying critical thinking and knowledge of financial products in a client-facing service environment.
CRM software records — maintain and query to track customer interactions, ensuring data accuracy across a financial services portfolio.
Personnel scheduling and workload allocation — manage to optimize team productivity in a branch or credit department setting.

Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.