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Investment Banker

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.

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

Personal Lines Underwriter

Reviews individual applications for insurance to evaluate degree of risk involved and accepts applications, following company's underwriting policies. Examines such documents as application form, inspection report, insurance maps, and medical reports to determine degree of risk from such factors as applicant's financial standing, age, occupation, accident experience, and value and condition of real property. : Reviews company records to ascertain amount of insurance in force on single risk or group of closely related risks, and evaluates possibility of losses due to catastrophe or excessive insurance. Declines risks that are too excessive to obligate company. Dictates correspondence for field representatives, medical personnel, and other insurance or inspection companies to obtain further information, quote rates, or explain company's underwriting policies. When risk is excessive, authorizes reinsurance, or when risk is substandard, limits company's obligation by decreasing value of policy, specifying applicable endorsements, or applying rating to ensure safe and profitable distribution of risks, using rate books, tables, code books, and other reference material. Typically workers who underwrite one type of insurance do not underwrite others and are designated according to type of insurance underwritten.

Personal Financial Representative

Develops and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate: interviews client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client. Prepares and submits documents to implement plan selected by client. Maintains contact with client to revise plan based on modified needs of client or changes in investment market. May refer client to other establishments to obtain services outlined in financial plan. May sell insurance to client, recommending amount and type of coverage sales agent, insurance. May buy and sell stocks and bonds for client registered representative. May rent, buy, and sell property for client sales agent, real estate. May be registered with professional self-regulatory association and be designated certified financial planner.

Personal Assistant

Provides high-level administrative support to an executive or other individual. Coordinates and organizes several aspects of employer's personal life. : Manages calendar and daily scheduling. Receives all incoming communications and routes appropriately. Composes business letters, e-mails, and other outgoing correspondence. Manages multiple projects and provides timely follow-up. Maintains records, enters data, and updates contact database. Attends meetings and takes notes. Arranges travel schedule as requested. Sets and confirms appointments. Coordinates internal and external meetings with customers, employees, and others. Serves as liaison with all professional contacts, family, and friends.

Insurance Customer Service Representative (Personal)

Provides customer service for the personal lines of insurance. Interacts with customers by phone or in person to ensure the best service possible. Answers customers' questions regarding product or service. Interviews customers to obtain information and explain available services. Receives and processes orders, provides information concerning pricing, changes in service, and discontinuance.: Investigates and corrects errors, following customer and company records. Adjusts complaints concerning billing or services rendered. Refers complaints of service failure to appropriate departments for investigation. Coordinates customers' service needs with other departments as required to ensure customer service. May visit customer premises to obtain order or resolve customer problems. May solicit sale of new or addition services or product. May obtain credit records from credit reporting agency.

In Store Banker

Markets bank products to customers and potential customers through in-store marketing and in-aisle prospecting within a host retail store partner. Acquires, retains, and expands new and existing bank customer relationships by profiling to discover needs, recommending the best products and services, completing sales, proactively contacting and meeting customers, asking for referrals, and conducting appointments in a bank branch within a grocery or department store location.: Schedules prospect appointments either through initial contact or by follow-up phone calls. Opens accounts, handles teller debit and credit transactions in compliance with established bank policies and procedures, sells/cross-sells bank products and services, and resolves complex customer service issues. Converts service opportunities into sales events. Closes sales by engaging prospects in a banking relationship. Refers customers to other bank resources as appropriate for additional sales and service issues. Maintains thorough working knowledge of the organization's product/services and policies and procedures.

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