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Provides potential investors or buyers with investment banking, financial management, and/or financial advisory services, including aiding in the sale of securities, facilitating mergers and other corporate reorganizations, acting as brokers to both individual and institutional clients, and trading for their own accounts.: Performs financial analysis as preparation for refinancing and/or divestiture efforts. Prepares descriptive materials and other information for potential investors or buyers. Targets and contacts potential investors or buyers. Reviews and facilitates fees. Assists in the investigation, research, and preparation of offering documents. Studies and executes marketing programs, canvassing and communicating with clients, respondents, finders, brokers, and others. Qualifies and builds relationships with potential investors. Arranges and participates in negotiations concerning purchase and sale. Negotiates with potential investors or buyers. Performs business planning and modeling, cash forecasting, and cash management. Evaluates business plans and coordinates due-diligence and closing procedures on behalf of lenders or equity investors.

Banking Teller Supervisor

Supervises and coordinates work activities of tellers, and possibly existing and new account personnel, to ensure that duties are performed efficiently and according to financial policies and procedures. Supervises and coordinates activities of workers engaged in receiving and paying out money and keeping records of transactions in banks and similar financial institutions. Assigns duties and work schedules to workers to ensure efficient functioning of department. This job is distinguished from Head Teller as the Head Teller is a lead position where as this job is a first level supervisor. In organizations with a Lead Teller, the Lead Teller reports to the Supervisor.: Plans and develops training programs to promote customer service. May be responsible for opening the vault(s). Controls the vault cash and furnishes tellers with additional funds for cash drawer when needed; gives credit for excess cash acquired. Plans and estimates the amount of cash required; orders sufficient coin and currency based on legal requirements and customer demands. Sends mutilated or foreign currency to international bank correspondent for collection. Trains employees in customer service and banking procedures. Approves checks for payment. Adjusts customer complaints. Examines tellers' reports of daily transactions for accuracy. Consolidates and balances reports. Ensures supply of money for bank's needs based on legal requirements and business demand. May be entrusted with the combinations for a number of vaults.

Personal Banker

Provides individualized customer service to banking patrons, including financial planning, loan processing, and other services. This position has more responsibilities than the customer service representative and is less specialized than a financial sales representative. This position typically requires two years of directly related training and/or experience.: Sets up various types of new accounts and provides customer services on existing accounts. Evaluates and authorizes overdrafts and checks for cashing. Provides financial planning services to banking customers, including investment, estate, and retirement planning. Assists loan applicants by explaining products, interest rates, and terms of mortgage or installment loans. Processes loan documentation by analyzing financial and credit information, and transmits crucial information to underwriting for verification and booking. Performs and schedules loan closings. Assists co-workers in analyzing and evaluating credit information on loan applications. Sells and cross-sells full range of banking products to new and existing customers. Contributes to business development program by performing duties attached to assigned accounts. Possesses thorough familiarity with products and services available to bank customers.

Banker Personal

Banking Teller Foreign Banknotes

Buys and sells foreign currencies and drafts and sells travelers' checks, according to daily international exchange rates, working at counter in foreign exchange office. Questions patrons to determine type of currency or draft desired or offered for sale. Quotes unit exchange rate, following daily international rate sheet or computer display. Computes exchange value including fee for transaction and counts out currency.: Sells foreign and domestic travelers' checks. Prepares sales slips and records transactions in daily log. Gives information to patrons about foreign currency regulations. Prepares daily inventory of currency, drafts, and travelers' checks. Computes amounts on log sheets and reconciles totals with inventory report.

Personal Shopper

Selects and purchases merchandise for department store customers, according to mail or telephone requests. Visits wholesale establishments or other department stores to purchase merchandise which is out-of-stock or which store does not carry. Records and processes mail orders and merchandise returned for exchange. May escort customer through store.

Personal Attendant

Performs personal services to employer in private household. Brushes, cleans, presses, and mends employer's clothing. Lays out employer's clothing, and assists employer to dress. Packs clothing for travel. Cleans employer's quarters. Prepares bath. Purchases clothing and accessories. Answers telephone. Drives car to perform errands.: Mixes and services drinks. May prepare and serve refreshments. May shampoo and groom employer's hair, shave face, manicure nails, give body or facial massages, or apply cosmetics for employer. May change linens, and make employer's bed.

Banking Teller Receiving

Receives checks and cash for deposit, verifies amounts, and examines checks for endorsements. Enters customers' transactions into computer to record and issues receipt.: Receives money, and keeps records of money and negotiable instruments involved in various banking and other financial transactions. Counts incoming cash, and prepares cash for shipment. May enter deposits in depositors' passbooks.

Banking Savings Teller

Receives and pays out money, and keeps records of money and negotiable instruments involved in various banking and other financial transactions. Receives checks and cash for deposit, verifies amounts, and examines checks for endorsements. Enters deposits in depositors' passbooks or issues receipts.: Cashes checks and pays out money upon verification of signatures and customer balances. Places holds on accounts for uncollected funds. Orders supply of cash to meet daily needs, counts incoming cash, and prepares cash for shipment.

Loan Teller

Accepts payments on loans and maintains custody of securities. Accepts cash or checks and issues receipts. Ascertains principal, interest, and discounts, and posts entries to computer records and payment books. Prepares loan forms and documents, such as notes, contracts, and loan renewals.: Examines collateral for negotiability. Examines documents on secured loans to ascertain that necessary pledges, powers, chattel mortgages, and assignments are present. Surrenders note and collateral to customer upon payment of loan.

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