Communicate with banking professionals

Essential for

• Foreclosure specialist
  Foreclosure specialists revise documentation related to properties that are under foreclosure. They assist clients whose property has been reclaimed by banks due to non-payment of …
• Investment fund management assistant
  Investment fund management assistants provide clients with financial planning advice on financial products and serve as the main contact point for new and old clients. They assist …

Optional for

• Actuarial consultant
  An actuarial consultant is a specialized professional who applies mathematical and statistical methods to assess and manage financial risks, particularly in the areas of insurance,…
• Securities analyst
  Securities analysts conduct research to gather and analyse financial, legal, and economic information. They interpret data on the price, stability, and future investment trends in …
• Investment manager
  Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represente…
• Credit adviser
  Credit intermediaries are natural or legal persons who offer credit agreements to consumers. They act on behalf of creditors to conclude agreements with consumers. Credit advisers …
• Financial auditor
  Financial auditors collect and examine financial data for clients, organisations and companies. They ensure the financial data is properly maintained and free of material misstatem…
• Financial planner
  A financial planner or personal financial planner helps others with their financial issues and planning such as retirement, investments and insurance. They strategise according to …
• Commodity broker
  Commodity brokers act as intermediary between buyers and sellers of movable and immovable property such as raw materials, livestock or real estate. They negotiate prices and receiv…
• 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, e…
• Credit manager
  Credit managers oversee the application of credit policy in the bank. They decide the credit limits to be imposed, the reasonable levels of risk accepted and the conditions and…
• Investment adviser
  Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or fre…
• Mortgage broker
  A mortgage broker, or a mortgage credit intermediary, is a natural or legal person who is not acting as a creditor or notary and not merely introducing, either directly…
• Credit union manager
  Credit union managers oversee and manage member services, supervise staff and operations of credit unions. They inform staff about the latest credit union procedures and policies a…
• 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…
• Financial trader
  Financial traders buy and sell financial products such as assets, shares and bonds for private clients, banks or companies. They monitor the financial markets closely and aim to ma…
• Regulatory affairs manager
  Regulatory affairs managers are in charge of regulatory and legal affairs in several sectors such as the healthcare, energy and banking industries. They oversee the development of …
• Real estate investor
  Real estate investors buy and sell own real estate such as apartments, dwellings, land and non-residential buildings to make a profit. They might actively invest in these propertie…
• Securities underwriter
  Securities underwriters assist an institution in selling and buying debt securities. These securities may include corporate stocks, preferred stock, government bonds and other type…
• Loan officer
  Loan officers assess and authorise the approval of loan applications for individuals and businesses. They ensure complete transactions between loan organisations, borrowers, and se…
• Stock broker
  Stock brokers act on behalf of their individual or institutional clients to buy and sell stocks and other securities. They are in close contact with their clients and ensure…
• Back office specialist
  Back office specialists perform operation of administrative and organisational nature in service of running a financial company. They process administration, take care of financial…
• Title closer
  Title closers handle and investigate all documentation needed for a property sale, including the contracts, settlement statements, mortgages, title insurance policies, etc. They en…
• Bank treasurer
  Bank treasurers oversee all aspects of the financial management of a bank. They manage the liquidity and solvency of the bank. They manage and present current budgets, revise finan…
• Investment analyst
  Investment analysts undertake research to make informed recommendations to fund managers. They research investments globally, but depending on the nature and field of their employe…
• Foreign exchange cashier
  Foreign exchange cashiers process cash transactions from clients in national and foreign currencies. They provide information on the conditions and exchange rates for buying and se…
• Investment fund manager
  Investment fund managers implement and monitor the investment strategy of a fund. They manage the fund's portfolio trading activities and supervise the financial, securities, and i…
• Financial broker
  Financial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions,…
• Securities broker
  Securities brokers create the connection between the investors and the available investment opportunities. They purchase and sell securities on their clients' behalf based on their…
• Student financial support coordinator
  Student financial support coordinators assist students and education administrators in the management of tuition fees and student loans. They advise on and determine the amounts an…
• Banking products manager
  Banking products managers study the market of banking products and adapt the existing ones to the characteristics of this evolution or create new products to suit clients needs. Th…
• Relationship banking manager
  Relationship banking managers retain and expand existing and prospective customer relationships. They use cross-selling techniques to advise and sell various banking and financial …
• Bankruptcy trustee
  Bankruptcy trustees administer a client's bankruptcy case, investigate legal documentation for fraud possibilities and manage the money received from the sale of non-exempt propert…
• Foreign exchange broker
  Foreign exchange brokers buy and sell foreign currencies on behalf of their clients to secure a profit on fluctuations in foreign exchange rates. They undertake technical analysis …
• Investment clerk
  Investment clerks assist with the administration of investments such as stocks, bonds or other securities and perform general clerical duties in the investment sector of a financia…