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Skills & competences

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K - knowledge
L - language skills and knowledge
S - skills
S1 - communication, collaboration and creativity
S1.0 - communication, collaboration and creativity
S1.1 - negotiating
S1.2 - liaising and networking
S1.3 - teaching and training
S1.4 - presenting information
S1.5 - advising and consulting
S1.5.0 - advising and consulting
S1.5.1 - advising on legal, regulatory or procedural matters
S1.5.2 - providing financial advice
- advise on bank account
- advise on credit rating
- advise on financial matters
- advise on investment
- advise on property value
- advise on public finance
- advise on tax planning
- analyse insurance needs
- explain financial jargon
- inform customers on energy consumption fees
- inform on interest rates
- offer financial services
- provide financial product information
- provide information on education financing
- provide information on properties
- review investment portfolios
- solve bank account problems
- support social service users to manage their financial affairs
S1.5.3 - advising on products and services
S1.5.4 - providing medical advice
S1.5.5 - advising on environmental issues
S1.5.6 - advising on design or use of technologies
S1.5.7 - advising on business or operational matters
S1.5.8 - advising on educational or vocational matters
S1.5.9 - advising on workplace health and safety issues
S1.6 - promoting, selling and purchasing
S1.7 - obtaining information verbally
S1.8 - working with others
S1.9 - solving problems
S1.11 - designing systems and products
S1.12 - creating artistic, visual or instructive materials
S1.13 - writing and composing
S1.14 - performing and entertaining
S1.15 - using more than one language
S2 - information skills
S3 - assisting and caring
S4 - management skills
S5 - working with computers
S6 - handling and moving
S7 - constructing
S8 - working with machinery and specialised equipment
T - transversal skills and competences

prepare credit offers

skills

communication, collaboration and creativity

advising and consulting

providing financial advice

prepare credit offers

Description

Description

Identify the credit needs of clients, their financial situation and debt issues. Identify optimal credit solutions and offer tailored credit services.

Alternative Labels

prepare credit bids

prepare credit endeavours

prepare credit pitch

prepare credit suggestions

Skill type

skill

Skill reusability level

occupation specific skills and competences

Relationships

Broader concepts

Essential for

Concept URI

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ESCO is a Europe 2020 initiative.

DG Employment, Social Affairs and Inclusion of the European Commission developed ESCO in collaboration with stakeholders and with the European Centre for the Development of Vocational Training (Cedefop).

CONTACT ESCO
Current version: ESCO v1.2 (Last update 15/05/2024)