af05383bb1
Snapshot before the quality program (relevance gates, tiered mapping, QA linter). v1 is the immutable before/after reference; evidence crawl was at ~175/3039 occupations when tagged. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PDKeXvpT6tENSvyQGLV1Uq
57 lines
3.0 KiB
Markdown
57 lines
3.0 KiB
Markdown
---
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name: bank-account-manager
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description: "Occupational skill for the role 'bank account manager' (also: banking officer, consumer banker, bank operations manager, bank accounts manager, account manager SME, account managers SME). Use when the user asks for typical bank account manager work such as: Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.; Compile information about new accounts, enter account information into computers, and file related forms or other documents.; Refer customers to appropriate bank personnel to meet their financial needs."
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---
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# Bank Account Manager
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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.
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## Core workflow
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1. Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
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2. Compile information about new accounts, enter account information into computers, and file related forms or other documents.
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3. Refer customers to appropriate bank personnel to meet their financial needs.
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4. Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
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5. Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
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6. Collect and record customer deposits and fees and issue receipts, using computers.
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7. Investigate and correct errors upon customers' request, according to customer and bank records.
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8. Perform teller duties as required.
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## How to use this skill
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- Read [references/profile.md](references/profile.md) for the occupation profile and scope.
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- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory.
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- Check [references/skills.md](references/skills.md) for essential vs. optional competences.
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- Check [references/tools.md](references/tools.md) for the software commonly used in this role.
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- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution).
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## Key competences (essential)
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- advise on bank account
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- advise on financial matters
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- analyse financial performance of a company
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- apply technical communication skills
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- banking activities
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- core banking software
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- corporate social responsibility
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- create a financial plan
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- create banking accounts
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- electronic communication
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- enforce financial policies
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- ethics
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- financial analysis
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- financial management
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- financial statements
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## Hot technologies
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- Microsoft SharePoint
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- Microsoft Office software
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- Microsoft PowerPoint
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- Microsoft Excel
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- Microsoft Word
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---
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*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/5e4d156a-1f05-4b2c-b0f0-5abb82d52ed6), O*NET 30.3 (43-4141.00). See manifest.json for licensing/attribution.*
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