Table 1Transition record

bank account managertobank treasurer

A bank account manager already meets 57% of what the bank treasurer role asks for. The move turns on 9 required skills not yet in the profile.

From bank account manager

57%

Overlap1

To bank treasurer

23 Skills carried over

9 Required, not held

48.9 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 48.9

This move: 48.9 of 100 · moderate

1 Share of the bank treasurer role’s weighted skill requirement already met by the bank account 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 23 skills that carry over, these are the ones fewest other occupations ask for. A bank treasurer role needs them, and most people applying for one will not have them already. This is the part of a bank account manager background worth leading with.

Skill the target role also needs Area

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 16 the bank treasurer role treats as required.

Table 3

Table 3 · What you would need to learn

The 23 missing skills fall into 5 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 business, administration and law 3 required, 6 supplementary

required, not held treasury management system required
required, not held accounting required
required, not held accounting techniques required

optional, not held investment analysis optional
optional, not held financial forecasting optional
optional, not held financial jurisdiction optional
optional, not held financial markets optional
optional, not held liquidity management optional
optional, not held tax legislation optional

02 information skills 3 required, 3 supplementary

required, not held conduct financial audits required
required, not held maintain financial records required
required, not held prepare financial auditing reports required

optional, not held create a financial report optional
optional, not held check accounting records optional
optional, not held synthesise financial information optional

03 management skills 3 required, 2 supplementary

required, not held evaluate budgets required
required, not held manage accounts required
required, not held manage budgets required

optional, not held develop audit plan optional
optional, not held manage corporate bank accounts optional

04 communication, collaboration and creativity 2 supplementary

optional, not held maintain relationship with customers optional
optional, not held present reports optional

05 natural sciences, mathematics and statistics 1 supplementary

optional, not held statistics optional

Table 4

Table 4 · Where to start

The 3 entries a bank treasurer 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 23 skills that carry over

Skill Type

already held advise on financial matters skill
already held analyse financial performance of a company skill
already held analyse market financial trends skill
already held corporate social responsibility knowledge
already held create a financial plan skill
already held economics knowledge
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 handle financial transactions skill
already held liaise with managers skill
already held maintain records of financial transactions skill
already held strive for company growth skill
already held trace financial transactions skill
already held banking activities knowledge
already held communicate with banking professionals skill
already held financial products knowledge
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

14 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held create a financial report optional
optional, not held investment analysis optional
optional, not held maintain relationship with customers optional
optional, not held check accounting records optional
optional, not held develop audit plan optional
optional, not held financial forecasting optional
optional, not held financial jurisdiction optional
optional, not held financial markets optional
optional, not held liquidity management optional
optional, not held manage corporate bank accounts optional
optional, not held present reports optional
optional, not held statistics optional
optional, not held synthesise financial information optional
optional, not held tax legislation optional

13 held skills the bank treasurer role does not ask for

Skill Type

not needed by the target role advise on bank account skill
not needed by the target role apply technical communication skills skill
not needed by the target role core banking software knowledge
not needed by the target role create banking accounts skill
not needed by the target role customer service knowledge
not needed by the target role electronic communication knowledge
not needed by the target role ethics knowledge
not needed by the target role offer financial services skill
not needed by the target role promote financial products skill
not needed by the target role protect client interests skill
not needed by the target role provide financial product information skill
not needed by the target role provide support in financial calculation skill
not needed by the target role solve bank account problems skill

10 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 treasury management system required
required, not held accounting required
required, not held accounting techniques required
optional, not held investment analysis optional
optional, not held financial forecasting optional
optional, not held financial jurisdiction optional
optional, not held financial markets optional
optional, not held liquidity management optional
optional, not held statistics optional
optional, not held tax legislation optional

Index

Other moves recorded from bank account manager

Full index of moves from bank account 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.