NOC 10021 job description: personal services manager - banking, credit and investment duties and responsibilities
- Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activities
- Ensure the institution's policies and procedures are followed according to established guidelines and make recommendations for improvement
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
- Interview corporate and individual customers and respond to customer enquiries
- Analyze, review and approve or reject loan and credit applications in accordance with authorized limits
- Monitor processing of loan applications and credit investigations
- Oversee preparation of monthly financial and branch progress reports
- Recruit personnel and identify their training needs.
- Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organization
- Administer corporate, commercial and personal loan accounts
- Advise customers on the commercial and personal financial services corresponding to their needs
- Evaluate and review loan and credit applications and collateral and make recommendations
- Approve or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limits
- Ensure collection of overdue or delinquent accounts
- Ensure credit policies and procedures are followed according to established guidelines and applicable legislation
- Prepare credit and loan reports
- Recruit credit personnel and identify their training needs.
Job titles under NOC 10021
See every job title and its code in the A–Z job title index, or all TEER 0 jobs.
Is NOC 10021 eligible for Express Entry?
By TEER, yes. TEER 0 is inside the TEER 0 to 3 range that the Federal Skilled Worker Program and Canadian Experience Class accept. You still need qualifying work experience, language test results and enough CRS points to get an invitation. Category-based draws and provincial nominee programs use their own occupation lists.
| Program | TEER check | Why |
|---|---|---|
| Federal Skilled Worker | TEER qualifies | TEER 0 is within TEER 0 to 3 |
| Canadian Experience Class | TEER qualifies | TEER 0 is within TEER 0 to 3 |
| Federal Skilled Trades | Not a listed trade | Only certain trade groups qualify. Check IRCC |
| Spouse's open work permit | Qualifies | All TEER 0 jobs qualify. SOWP rules |
Category-based draws: NOC 10021 is not on any category-based selection list (checked 2026-10-16). Under NOC 2016, TEER 0 was skill type 0 (management).
Category-based Express Entry draws and provincial nominee programs use their own occupation lists. Check the current lists on IRCC's Express Entry page and provincial nominee page.
NOC 10021: common questions
What is NOC 10021?
NOC 10021 is the code for banking, credit and other investment managers in Canada's National Occupational Classification (NOC 2021). Its first digit, 1, is the broad category and its second digit, 0, is the TEER level. Immigration forms, job offers and LMIA applications use this five-digit code.
What TEER is NOC 10021?
NOC 10021 is TEER 0. Management occupations. Under the older NOC 2016 system, TEER 0 lines up with skill type 0 (management).
Is NOC 10021 eligible for Express Entry and PR?
By TEER, yes. TEER 0 is inside the TEER 0 to 3 range that the Federal Skilled Worker Program and Canadian Experience Class accept. You still need qualifying work experience, language test results and enough CRS points to get an invitation. Category-based draws and provincial nominee programs use their own occupation lists.
Is NOC 10021 in a category-based Express Entry draw?
No. As of IRCC's list dated 2026-10-16, NOC 10021 is not in any category-based selection list (healthcare, STEM, trades, education, transport and others). You can still be invited in general and program-specific draws.
Is NOC 10021 eligible for a spousal open work permit (SOWP)?
Yes. All TEER 0 jobs qualify, so a worker in this job can support a spouse's open work permit, as long as their own work permit has at least 16 months left when the spouse applies (IRCC page modified 2026-06-12).
What is the NOC code for a personal services manager - banking, credit and investment?
Personal services manager - banking, credit and investment is listed under NOC 10021, banking, credit and other investment managers. The job title alone does not decide your code: your duties should match the main duties of NOC 10021.
How do I know if NOC 10021 is my NOC code?
Compare what you actually do with the main duties listed for NOC 10021, not just your job title. IRCC expects your duties to match the lead statement and most of the main duties of the code you choose. If they fit another code better, use that one. You can paste your duties into nocfinder to see how they line up, duty by duty.
Source: ESDC NOC 2021 · IRCC program pages. Not legal advice.