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.

Alternative Labels

account managers

account manager SME

account managers SME

bank account manager

bank accounts manager

banking accounts manager

banking officer

bank operations manager

bank relationship manager

commercial bank manager

consumer banker

retail personal banker

Regulatory Aspect

To see if and how this occupation is regulated in EU Member States, EEA countries or Switzerland please consult the Regulated Professions Database of the Commission. Regulated Professions Database:

http://ec.europa.eu/growth/single-market/services/free-movement-professionals/qualifications-recognition_en

Skills & Competences

Essential Skills and Competences

advise on bank account advise on financial matters analyse financial performance of a company apply technical communication skills create a financial plan create banking accounts enforce financial policies follow company standards liaise with managers offer financial services protect client interests provide financial product information provide support in financial calculation solve bank account problems

Essential Knowledge

banking activities corporate social responsibility electronic communication ethics financial analysis financial management financial statements

Optional Skills and Competences

analyse market financial trends communicate with banking professionals handle financial transactions maintain records of financial transactions obtain financial information plan health and safety procedures produce statistical financial records promote financial products strive for company growth trace financial transactions

Optional Knowledge

customer service economics financial products securities

Concept URI

Concept Uri

http://data.europa.eu/esco/occupation/5e4d156a-1f05-4b2c-b0f0-5abb82d52ed6

Status

released

Occupations