ISCO Occupation Group 3312.1 Bank Account Manager
From Open Risk Manual
Definition
Bank Account Manager: 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.
Essential Skills
- Protect Client Interests
- Provide Support In Financial Calculation
- Offer Financial Services
- Electronic Communication
- Follow Company Standards
- Provide Financial Product Information
- Banking Activities
- Advise On Bank Account
- Create Banking Accounts
- Advise On Financial Matters
- Enforce Financial Policies
- Financial Analysis
- Ethics
- Analyse Financial Performance Of A Company
- Liaise With Managers
- Apply Technical Communication Skills
- Corporate Social Responsibility
- Financial Management
- Create A Financial Plan
- Financial Statements
- Solve Bank Account Problems
Optional Skills
- Produce Statistical Financial Records
- Handle Financial Transactions
- Obtain Financial Information
- Economics
- Plan Health And Safety Procedures
- Securities
- Promote Financial Products
- Customer Service
- Financial Products
- Analyse Market Financial Trends
- Strive For Company Growth
- Maintain Records Of Financial Transactions
- Trace Financial Transactions
- Communicate With Banking Professionals
Alternative Names
- Commercial Bank Manager
- Account Manager Corporate Clients
- Banking Accounts Manager
- Bank Operations Manager
- Account Managers
- Consumer Banker
- Retail Personal Banker
- Banking Officer
- Bank Relationship Manager
- Account Manager Sme
- Bank Accounts Managers
- Account Managers Sme
- Account Manager Retail Clients
- Bank Accounts Manager
