Evaluate, purchase, or sell investments on behalf of clients.
Directs and coordinates activities of workers engaged in providing financial services to customers, and assists in cash management activities: Trains new employees, prepares work schedules, and monitors work performance. Examines documents prepared by subordinates, such as savings bond applications and safe deposit vault entry and exit records, to ensure compliance with establishment policies and procedures. Monitors branch office operations to ensure that security procedures are being followed. Evaluates establishment procedures and recommends changes to MANAGER, FINANCIAL INSTITUTION 186.167-086. Talks to customers to resolve account-related problems and to ensure positive public relations. Explains services to potential personal and business account customers to generate additional business for establishment. Assists workers to balance daily transactions, using calculator and computer terminal. Manages office in absence of MANAGER, FINANCIAL INSTITUTION. May remove, count, and record cash from automated teller machine. May examine, evaluate, and process loan applications. May prepare, type, and maintain records of financial transactions.