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Description
Interview prospective customers to open new accounts, explain available products and services, verify required documentation, and assist with application completion and account setup.
Skills
Content
  • • Reading Comprehension
  • • Active Listening
  • • Writing
  • • Speaking
Process
  • • Critical Thinking
  • • Monitoring
Social Skills
  • • Social Perceptiveness
  • • Coordination
  • • Persuasion
  • • Service Orientation
Systems Skills
  • • Judgment and Decision Making
Abilities
Verbal Abilities
  • • Oral Comprehension
  • • Written Comprehension
  • • Oral Expression
  • • Written Expression
Idea Generation and Reasoning Abilities
  • • Problem Sensitivity
  • • Deductive Reasoning
  • • Inductive Reasoning
  • • Information Ordering
Quantitative Abilities
  • • Mathematical Reasoning
Visual Abilities
  • • Near Vision
Auditory and Speech Abilities
  • • Speech Recognition
  • • Speech Clarity
Knowledge
Business and Management
  • • Administrative
  • • Economics and Accounting
  • • Sales and Marketing
  • • Customer and Personal Service
Engineering and Technology
  • • Computers and Electronics
Mathematics and Science
  • • Mathematics
Arts and Humanities
  • • English Language
Law and Public Safety
  • • Public Safety and Security
Interview options
Interview options
Interviewee gender
Interviewee accent
Interview time
Related Pathways
Financial Services View
Source
Tasks & skills: O*NET occupational data (work activities, skills, knowledge). Learn more
Sources & Standards: This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
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