---
esco_uri: http://data.europa.eu/esco/skill/66baba7d-178e-4c51-935f-03a9049ff2f6
esco_label: "communicate with banking professionals"
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
---

# communicate with banking professionals — Financial Advisor

As a Financial Advisor, 'communicating with banking professionals' isn’t just about polite phone calls; it's core to delivering advice. Daily, you'll be contacting relationship managers at banks (commercial & private), loan officers, and sometimes even treasury departments. Tasks include verifying client account details *beyond* what they self-report – confirming balances, understanding transaction history for unusual activity, clarifying lien positions on assets, or investigating the specifics of existing mortgages/loans impacting financial planning. Tools are typically phone, secure messaging portals banks offer (increasingly common), and email (though security is paramount).

## Weitere Anreicherung

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