---
esco_uri: http://data.europa.eu/esco/skill/4ab4e298-4e35-4e2e-938c-da2c1e11864c
esco_label: "create banking accounts"
relation: optional
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# create banking accounts — Financial Advisor

For a Financial Advisor, 'creating banking accounts' isn’t just paperwork; it’s a *facilitation* skill deeply tied to implementing client financial plans. It rarely means physically going to a branch. Instead, you're guiding clients through selecting the right cash management account (CMA), high-yield savings account, or potentially even credit cards – all chosen strategically to support their goals like emergency funds, bill payment strategies, or reward optimization. Daily tasks involve pre-filling applications based on client data gathered during discovery, explaining fee structures and terms clearly, and ensuring proper KYC/AML compliance. Tools used are typically online portals offered by banks (like Schwab, Fidelity, Chase), CRM systems to track application status, and potentially e-signature platforms.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
