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KNOWLEDGE
SKILLS
Job Description
• Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
• Examine, evaluate, or process loan applications.
• Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
• Oversee the flow of cash or financial instruments.
• Recruit staff members and oversee training programs.
• Network within communities to find and attract new business.
• Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
• Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
• Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
• Review collection reports to determine the status of collections and the amounts of outstanding balances.
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