This are duties:
Approve or reject loan applications within approval limits and refer more complex client concerns to the store manager by providing your recommendations
Review and understand various reporting statements on the financial board
Open new client accounts using account opening strategies
Promote the clients loan products and credit cards
Complete credit and loan documentations
Build rapport with clients by engaging, listening and understanding the financial needs and promote loan products based on their financial needs
Review and evaluate financial loan applications, assess the applicants’ credit worthiness, perform
financial analysis, fraud analysis and other risk assessments
Advice clients to determine their financial needs, goals and develop their credit
Constantly update loan files and forward irreconcilable accounts for collector action
Act as joint custodian for cash and negotiable items
Collaborate with store management to develop and continuously improve the business unit
It’s almost similar to
Am. I right ?
Approve or reject loan applications within approval limits and refer more complex client concerns to the store manager by providing your recommendations
Review and understand various reporting statements on the financial board
Open new client accounts using account opening strategies
Promote the clients loan products and credit cards
Complete credit and loan documentations
Build rapport with clients by engaging, listening and understanding the financial needs and promote loan products based on their financial needs
Review and evaluate financial loan applications, assess the applicants’ credit worthiness, perform
financial analysis, fraud analysis and other risk assessments
Advice clients to determine their financial needs, goals and develop their credit
Constantly update loan files and forward irreconcilable accounts for collector action
Act as joint custodian for cash and negotiable items
Collaborate with store management to develop and continuously improve the business unit
It’s almost similar to
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- Interview applicants for personal, mortgage, student and business loans
- Promote the sale of deposit, investment, credit and loan products and services
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan
- Complete credit and loan documentation
- Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected
- Prepare statements on delinquent accounts and forward irreconcilable accounts for collector action
- Review and update credit and loan files
- Act as joint custodian for cash and securities.
Am. I right ?