Description
Open new banking accounts such as a deposit account, a credit card account or a different type of account offered by a financial institution.
Alternative labels
create bank books
create accounts
create savings accounts
create checking accounts
create current accounts
create deposits
Skill type
skill/competence
Skill reusability level
sector-specific
Relationships with occupations
Essential skill
Create banking accounts 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.
Optional skill
Create banking accounts 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.
Relocation officer: Relocation officers help businesses and organisations with the move of employees. They plan the whole move. Relocation officers advise on real estate. They plan moving services and look after the general well-being of the employees and their family.
Financial planner: Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client’s needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.
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
- Create banking accounts – ESCO