bank account manager (EN)
ISCO 3312 · v1.2.1
Bank account managers advise prospective clients on the type of banking accounts suitable for their needs. They work with clients to set up the bank account and remain their primary point of contact in the bank, assisting with all necessary documentation. Bank account managers may recommend their clients to contact other departments in the bank for other specific needs.
Classification skills are not a measurement of your proficiency or future displaced hours.
Source aliases (EN)
- retail personal banker
- commercial bank manager
- banking officer
- bank relationship manager
- account manager SME
- banking accounts manager
- account managers SME
- bank operations manager
- account managers
- bank accounts manager
- consumer banker
Skills and knowledge
Essential (EN) · 22
- enforce financial policies
- protect client interests
- banking activities
- solve bank account problems
- financial statements
- create banking accounts
- financial management
- create a financial plan
- corporate social responsibility
- provide support in financial calculation
- advise on financial matters
- core banking software
- analyse financial performance of a company
- financial analysis
- apply technical communication skills
- ethics
- electronic communication
- offer financial services
- provide financial product information
- liaise with managers
- follow company standards
- advise on bank account
Optional (EN) · 14
- trace financial transactions
- produce statistical financial records
- financial products
- customer service
- analyse market financial trends
- strive for company growth
- maintain records of financial transactions
- communicate with banking professionals
- obtain financial information
- securities
- economics
- promote financial products
- plan health and safety procedures
- handle financial transactions
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