bank account manager
Code 3312.1
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.
Essential skills
Knowledge
- banking activities
- financial analysis
- electronic communication
- financial statements
- financial management
- corporate social responsibility
Skills and competences
- create banking accounts
- analyse financial performance of a company
- apply technical communication skills
- enforce financial policies
- liaise with managers
- provide support in financial calculation
- offer financial services
- create a financial plan
- protect client interests
- solve bank account problems
Transversal competences
- advise on financial matters
- advise on bank account
- provide financial product information
- follow company standards
- ethics
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What to assess for this role
Technical knowledge can be verified with tests and references. What never shows up on a CV are the transversal competences, and they explain most failed hires. Before closing, it pays to measure them with a standardised battery.
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Sources
This service uses the ESCO classification of the European Commission and the Mapha Taxonomy developed by OTIC SOFOFA (CC BY 4.0), in an adapted version. Group codes come from the ILO's ISCO-08. See sources and licences