Job catalog - Employment
Cataleg D ocupacions capçalera
Breadcrumb
Catalogue of occupations
Ocupacions
Bank account manager
Account manager sme Account managers Account managers sme Bank account manager Bank accounts manager Bank operations manager Bank relationship manager Banking accounts manager Banking officer Commercial bank manager Consumer banker Retail personal banker
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.
Tasks
Tasks include -
(a) Interviewing applicants for personal, mortgage, student and business loans;
(b) Researching and evaluating loan applicant’s financial status, references, credit and ability to repay the loan;
(c) Submitting credit and loan applications to management with recommendations for approval or rejection;
(d) Approving or rejecting loan applications within authorized limits ensuring that credit standards of the institution are respected;
(e) Keeping records of payments, and preparing routine letters requesting payment for overdue accounts and forwarding these for legal action;
(f) Completing credit and loan documentation.
Knowledge
- Finance, banking and insurance
- Management and administration
- Work skills
- Economics
- Computer use
Digital competencies
- Providing financial advice
- Communicating with colleagues and clients
- Developing financial, business or marketing plans
- Promoting products, services, or programs
- Preparing financial documents, records, reports, or budgets
Digital competencies
No skills and knowledge of the occupation have been found. Only skills and knowledge relevant and requested by companies in their job offers are displayed.
Personal competencies
- Supporting others
- Communicating
- Processing information, ideas and concepts
- Following ethical code of conduct
Professional groups of the occupation
Technicians and associate professionals
Business and administration associate professionals
Financial and mathematical associate professionals
Credit and loans officers
Other occupations of the professional group
Do you want to know the demand for this occupation in the market?
Contracts and job seekers in the last year in Barcelonès
Credit and loans officers
115
Number of contracts in Barcelonès
69,70%
Percentage of contracts in Catalonia
11,65% Interannual variation of contracts in Barcelonès
98,26%
Permanent contracts over total contracts in Barcelonès
20,00%
Part-time contracts
1,01% Turnover index
149
Average of job seekers in Barcelonès
-3%
Interannual variation of job seekers in Barcelonès
Data source: Observatori del Treball i Model Productiu, Government of Catalonia
The market for this profile is hiring
Contracts in u00e8 over the past year by sex and age
Contracts by gender in Barcelonès.
Business and administration associate professionals
61%
39%
Data source: Observatori del Treball i Model Productiu, Government of Catalonia
Contracts by age groups.
Business and administration associate professionals
Data source: Observatori del Treball i Model Productiu, Government of Catalonia
What vacancies are published in the professional family?
Vacancies published by professional family and type of contract in Barcelonès over the past year
Financial and mathematical associate professionals
| Occupation | Vacancies | Permanent contracts |
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Data source: Data generated from the analysis of Lightcast data and the Observatory of Work and Productive Model of the Government of Catalonia.
What experience is required for the vacancies? Which sectors are looking for this occupation?
Credit and loans officers
Data source: Own elaboration based on the data of vacancies extracted by Lightcast.
The vacancies published are for working in:
Job vacancies posted by county
Data source: Own elaboration based on the data of vacancies extracted by Lightcast.
Occupations that share knowledge and skills
This service uses the ESCO classification of the European Commission.
