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Managers · code 1346

Financial and insurance services branch managers

Financial and insurance services branch managers plan, direct and coordinate the branches of institutions that provide financial and insurance services, such as banks, building societies, credit unions and insurance companies. They provide advice and assistance to clients on financial and insurance matters. Tasks include - (a) planning, directing and coordinating the activities of staff in the branch; (b) establishing and maintaining relationships with individual and business customers; (c) providing advice and assistance to customers on their financial and insurance needs and on matters such as changes in law that may affect customers; (d) examining, evaluating and processing loan and insurance applications; (e) monitoring credit extension decisions; (f) conducting financial investigations; (g) overseeing the flow of cash and financial instruments, and the preparation of financial and regulatory reports; (h) approving or rejecting, or coordinating the approval or rejection of, lines of credit for commercial, real estate and personal loans; (i) coordinating cooperation with other branches of the company; (j) managing budgets, controlling expenditure and ensuring the efficient use of resources; (k) overseeing the selection, training and performance of staff. Examples of the occupations classified here: - Bank manager - Building society manager - Credit union manager - Financial institution branch manager - Insurance agency manager Some related occupations classified elsewhere: - Finance manager - 1211 - Credit and loans officers - 3312 - Insurance agent - 3321

A good share of the tasks are affected. It ranks 361 of 427 for holding up against AI.

Also known as

  • credit union manager
  • pension scheme manager
  • brokerage firm director
  • insurance claims manager
  • insurance agency manager
  • bank manager

Job titles from the EU's ESCO list. Search for any of them on the jobs page and you'll end up here.

53.1
Holds up
against AI Exposed: Gradient 2

AI could take on 46.9 of 100, on average
so it holds up at 100 − 46.9 = 53.1

That's the whole sum, and you can check it against the ILO's study.

17
How hands-on
out of 100

From O*NET, averaged across 4 US jobs

7.3
How fiddly
and cramped

finger skill 13.1 · hand skill 5.7 · cramped spaces 3.2 · averaged

Kind of hands-on work · hands-on under 50 Less than half hands-on

Less than half of this job is hands-on. Robots still matter, but for a smaller part of the work, so we don't sort it any further.

estimated O*NET 31.0 BLS occupational crosswalk chain ISCO-08 to 2010 SOC (Aug 2012, rev. Jun 2015); 2010 to 2018 SOC (Nov 2017); O*NET-SOC 2019 taxonomy data 0.7-work-setting measures chosen by Frey & Osborne (2017) · the grouping is a sorting, not a measurement

What this number leaves out This job rates 17 out of 100 for how hands-on it is. The score above only looks at AI tools, not robots, but for work this far from the physical that matters less.

The tasks behind the score

The score is the average of these. A job is really a bundle of tasks, and an average can hide how uneven that bundle is.

The task AI could do most of scores 63.5, while the average is 46.9. A big gap means some of this job is wide open to AI and some of it barely at all. That's quite different from a job where everything sits somewhere in the middle, even when the averages match.

  1. 63.5

    Examining, evaluating and processing loan and insurance applications

    Medium
  2. 60.5

    Providing advice and assistance to customers on their financial and insurance needs and with matters such as changes in law that may affect customers

    Medium
  3. 56.5

    Approving or rejecting, or coordinating the approval or rejection of, lines of credit commercial, real estate and personal loans

    Medium
  4. 55

    Monitoring credit extension decisions

    Medium
  5. 54.5

    Conducting financial investigations

    Medium
  6. 53

    Overseeing the flow of cash and financial instruments, and the preparation of financial and regulatory reports

    Medium
  7. 39

    Coordinating cooperation with other branches of the company

    Low
  8. 38.5

    Managing budgets, controlling expenditure and ensuring the efficient use of resources

    Low
  9. 36.5

    Planning, directing and coordinating the activities of staff in the branch

    Low
  10. 30.3

    Overseeing the selection, training and performance of staff.

    Low
  11. 29

    Establishing and maintaining relationships with individual and business customers

    Low

11 tasks · the High to Very Low labels are the ILO's

from the source Working Paper 140, Generative AI and Jobs 2025 index data 0.7-work-setting

Helped, or replaced?

The score above can't tell a tool that makes you faster from one that does the task instead of you. Jobs and Skills Australia looked at those two things separately, and this is their result, matched to this job.

One Australian job matches this one closely, so this is about as reliable as it gets here.

AI helps you
70
AI does it for you
38

Helping wins by 32 points.

estimated Our Gen AI Transition (Gen AI Capacity Study) September 2025 detailed data release data 0.7-work-setting matched to Australian jobs 1499

Compared with similar jobs

There are 30 jobs in the “Managers” group, averaging 64.3. This one is below that.