Banking and Financial Account

Job Description

• Assess clients’ financial situation to determine if they need financial services such as investment services, insurance, or certificates of deposit
• Recommend both short-term and long-term investment options for clients
• Understand investment goals and recommend asset selection strategies
• Develop corrective financial action plans
• Prepare budget and cost reports for management
• Analyze and report variances for projects
• Perform or assist with financial compliance and procedural audits
• Ensure that a company’s internal controls and policies are functional and adequate and that they comply with regulatory rules