Advise on bank account

Inform clients on the different types of bank accounts offered by the financial institution or commercial bank. Recommend or provide advice on the type of bank account that would be the most beneficial for the client.

advise account types
recommend bank product
advise bank product
recommend bank account

skill/competence

sector-specific

Advise on bank account is an essential skill of the following occupations:

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.

Advise on bank account is optional for these occupations. This means knowing this skill may be an asset for career advancement if you are in one of these occupations.

Financial manager: Financial managers handle all the matters in reference to the finance and investments of a company. They manage financial operations of companies such as the assets, liabilities, equity and cash flow aiming to maintain the financial health of the company and operative viability. Financial managers evaluate the strategic plans of the company in financial terms, maintain transparent financial operations for taxation and auditing bodies, and create the financial statements of the company at the end of the fiscal year.

References

1. Advise on bank account – ESCO