Career Overlap Transition record
RecordMove

Banking products manager to bank treasurer

A banking products manager already meets 48% of what the bank treasurer role asks for. The move turns on 12 required skills not yet in the profile.

Fig. 1 · Skill transfer ESCO v1.2.1 · directional
From banking products manager
48 % overlap
Partial match
To bank treasurer
20 You already bring
12 Still to learn
46 Skills in the target role2
Learning distance Substantial retraining

57.2/ 100

1 How much of what a bank treasurer is expected to do is already part of a banking products manager’s work. Directional: the figure for the reverse move differs, because moving into a speciality is not the same problem as moving out of one. 2 Every skill the bank treasurer role is recorded as needing, required and optional together. What these numbers mean.

Why

Why this move works

A bank treasurer role treats 13 of its required skills as things a banking products manager already does. You would walk in with these on day one.

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

What stands in the way is 12 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 20 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 banking products manager background worth leading with.

Skill the target role also needs Area
  • already held enforce financial policies management skills
  • already held financial analysis business, administration and law
  • already held communicate with banking professionals communication, collaboration and creativity
  • already held financial markets business, administration and law
  • already held financial products business, administration and law
  • already held securities business, administration and law

All 20 carried skills, including the 13 the bank treasurer role treats as required.

Table 3

Table 3 · What you may need to learn

The 26 missing skills fall into 4 areas of the ESCO skill hierarchy, numbered in the order worth working in. Areas carrying the most required skills come first, and inside each one the required skills sit above the optional ones. Nothing here is a verdict on you: it is a list of what this particular job asks for that your current one does not.

Skill to pick up Tier
01 information skills 5 required, 5 supplementary
  • still to learn conduct financial audits required
  • still to learn maintain financial records required
  • still to learn maintain records of financial transactions required
  • still to learn prepare financial auditing reports required
  • still to learn trace financial transactions required
  • optional, not held create a financial report optional
  • optional, not held check accounting records optional
  • optional, not held obtain financial information optional
  • optional, not held produce statistical financial records optional
  • optional, not held synthesise financial information optional
02 management skills 4 required, 2 supplementary
  • still to learn evaluate budgets required
  • still to learn handle financial transactions required
  • still to learn manage accounts required
  • still to learn manage budgets required
  • optional, not held develop audit plan optional
  • optional, not held manage corporate bank accounts optional
03 business, administration and law 3 required, 5 supplementary
  • still to learn treasury management system required
  • still to learn accounting required
  • still to learn accounting techniques required
  • optional, not held investment analysis optional
  • optional, not held financial forecasting optional
  • optional, not held financial jurisdiction optional
  • optional, not held liquidity management optional
  • optional, not held tax legislation optional
04 communication, collaboration and creativity 2 supplementary
  • optional, not held maintain relationship with customers optional
  • optional, not held present reports 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 20 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 liaise with managers skill
  • already held strive for company growth skill
  • already held banking activities knowledge
  • already held communicate with banking professionals skill
  • already held financial markets knowledge
  • already held financial products knowledge
  • already held plan health and safety procedures skill
  • already held securities knowledge
  • already held statistics knowledge
14 supplementary skills, helpful but not required
Skill to pick up 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 liquidity management optional
  • optional, not held manage corporate bank accounts optional
  • optional, not held obtain financial information optional
  • optional, not held present reports optional
  • optional, not held produce statistical financial records optional
  • optional, not held synthesise financial information optional
  • optional, not held tax legislation optional
25 held skills the bank treasurer role does not ask for
Skill Type
  • not needed by the target role advise on communication strategies skill
  • not needed by the target role advise on investment skill
  • not needed by the target role analyse business plans skill
  • not needed by the target role analyse financial risk skill
  • not needed by the target role carry out strategic research skill
  • not needed by the target role coordinate marketing plan actions skill
  • not needed by the target role core banking software knowledge
  • not needed by the target role cost management knowledge
  • not needed by the target role define measurable marketing objectives skill
  • not needed by the target role develop product design skill
  • not needed by the target role develop product policies skill
  • not needed by the target role draw conclusions from market research results skill
  • not needed by the target role electronic business knowledge
  • not needed by the target role ensure finished product meet requirements skill
  • not needed by the target role make strategic business decisions skill
  • not needed by the target role market research knowledge
  • not needed by the target role marketing management knowledge
  • not needed by the target role marketing principles knowledge
  • not needed by the target role operate financial instruments skill
  • not needed by the target role perform market research skill
  • not needed by the target role plan product management skill
  • not needed by the target role prepare market research reports skill
  • not needed by the target role sales strategies knowledge
  • not needed by the target role survey techniques knowledge
  • not needed by the target role trading software knowledge
8 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 pick up Tier
  • still to learn treasury management system required
  • still to learn accounting required
  • still to learn accounting techniques required
  • optional, not held investment analysis optional
  • optional, not held financial forecasting optional
  • optional, not held financial jurisdiction optional
  • optional, not held liquidity management optional
  • optional, not held tax legislation optional
Index

Other moves recorded from banking products manager

Full index of moves from banking products manager

FAQ

Common questions about this move

Can a banking products manager become a bank treasurer?

Yes, and it is a substantial move. A banking products manager already covers 48% of what a bank treasurer is expected to do: 20 skills carry over, 13 of which the bank treasurer role treats as required.

What skills does a banking products manager need to become a bank treasurer?

12 required skills are missing, plus 14 optional ones. They fall into 4 areas of the ESCO skill hierarchy, led by information skills. The single most important is treasury management system.

How hard is the move from banking products manager to bank treasurer?

Its learning distance is 57.2 out of 100, which is the substantial band. That accounts for both how much is missing and how specialised those skills are.

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.