Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

bank managertocredit union manager

A bank manager already meets 60% of what the credit union manager role asks for. The move turns on 9 required skills not yet in the profile.

From bank manager
60%
Overlap1
To credit union manager
25 Skills carried over
9 Required, not held
46.3 Difficulty2
Career overlap Strong match

60%

Learning distance Real move, short list to learn

46.3/ 100

1 Share of the credit union manager role’s weighted skill requirement already met by the bank 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.

Why

Why this move works

A credit union manager role treats 15 of its required skills as things a bank manager already does. These are the ones it depends on most.

  • advise on financial matters
  • analyse financial performance of a company
  • analyse market financial trends
  • corporate social responsibility
  • create a financial plan
  • enforce financial policies

What stands in the way is 9 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

Table 2

Table 2 · What you already bring

Of the 25 skills that carry over, these are the ones fewest other occupations ask for. A credit union manager role needs them, and most people applying for one will not have them already. This is the part of a bank manager background worth leading with.

Skill the target role also needs Area
  • already held mortgage loans business, administration and law
  • already held impart business plans to collaborators communication, collaboration and creativity
  • already held business loans business, administration and law
  • already held enforce financial policies management skills
  • already held investment analysis business, administration and law
  • already held financial analysis business, administration and law

All 25 carried skills, including the 15 the credit union manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 18 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, 2 supplementary
  • required, not held credit control processes required
  • required, not held debt systems required
  • required, not held insolvency law required
  • optional, not held customer relationship management optional
  • optional, not held debt collection techniques optional
02 management skills 2 required, 3 supplementary
  • required, not held create credit policy required
  • required, not held manage credit union operations required
  • optional, not held manage loan applications optional
  • optional, not held develop investment portfolio optional
  • optional, not held make investment decisions optional
03 information skills 2 required, 1 supplementary
  • required, not held create a financial report required
  • required, not held maintain credit history of clients required
  • optional, not held assess financial viability optional
04 communication, collaboration and creativity 1 required, 3 supplementary
  • required, not held liaise with board members required
  • optional, not held maintain relationship with customers optional
  • optional, not held communicate with banking professionals optional
  • optional, not held review investment portfolios optional
05 assisting and caring 1 required
  • required, not held apply credit risk policy required
Table 4

Table 4 · Where to start

The 3 entries a credit union 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 25 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 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 impart business plans to collaborators skill
  • already held liaise with managers skill
  • already held manage financial risk skill
  • already held manage staff skill
  • already held strive for company growth skill
  • already held analyse financial risk skill
  • already held banking activities knowledge
  • already held build business relationships skill
  • already held business loans knowledge
  • already held investment analysis knowledge
  • already held mortgage loans knowledge
  • already held plan health and safety procedures skill
  • already held recruit employees skill
  • already held securities knowledge
  • already held train employees skill
9 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held maintain relationship with customers optional
  • optional, not held manage loan applications optional
  • optional, not held assess financial viability optional
  • optional, not held communicate with banking professionals optional
  • optional, not held customer relationship management optional
  • optional, not held debt collection techniques optional
  • optional, not held develop investment portfolio optional
  • optional, not held make investment decisions optional
  • optional, not held review investment portfolios optional
32 held skills the credit union manager role does not ask for
Skill Type
  • not needed by the target role abide by business ethical code of conducts skill
  • not needed by the target role accounting techniques knowledge
  • not needed by the target role advise on investment skill
  • not needed by the target role align efforts towards business development skill
  • not needed by the target role analyse business plans skill
  • not needed by the target role analyse business processes skill
  • not needed by the target role assume responsibility for the management of a business skill
  • not needed by the target role business management principles knowledge
  • not needed by the target role collaborate in company's daily operations skill
  • not needed by the target role conclude business agreements skill
  • not needed by the target role consult credit score skill
  • not needed by the target role contract law knowledge
  • not needed by the target role control financial resources skill
  • not needed by the target role ensure compliance with company regulations skill
  • not needed by the target role ensure lawful business operations skill
  • not needed by the target role evaluate performance of organisational collaborators skill
  • not needed by the target role financial jurisdiction knowledge
  • not needed by the target role financial products knowledge
  • not needed by the target role follow the statutory obligations skill
  • not needed by the target role guarantee customer satisfaction skill
  • not needed by the target role make strategic business decisions skill
  • not needed by the target role manage budgets skill
  • not needed by the target role marketing principles knowledge
  • not needed by the target role monitor national economy skill
  • not needed by the target role negotiate with stakeholders skill
  • not needed by the target role offer financial services skill
  • not needed by the target role recruit personnel skill
  • not needed by the target role report on overall management of a business skill
  • not needed by the target role safeguard bank reputation skill
  • not needed by the target role shape corporate culture skill
  • not needed by the target role synthesise financial information skill
  • not needed by the target role tax legislation knowledge
5 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 credit control processes required
  • required, not held debt systems required
  • required, not held insolvency law required
  • optional, not held customer relationship management optional
  • optional, not held debt collection techniques optional
Index

Other moves recorded from bank manager

Full index of moves from bank 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.