Category
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Career 1
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Career 2
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Career 3
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Career Description
| Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments
| Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify correctness of, or establish authenticity of records.
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Tasks
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- Determine customers' financial services needs, and prepare proposals to sell services that address these needs.
- Contact prospective customers in order to present information and explain available services.
- Sell services and equipment, such as trusts, investments, and check processing services.
- Prepare forms or agreements to complete sales.
- Develop prospects from current commercial customers, referral leads, and sales and trade meetings.
- Review business trends in order to advise customers regarding expected fluctuations.
- Make presentations on financial services to groups in order to attract new clients.
- Evaluate costs and revenue of agreements in order to determine continued profitability.
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- Investigate activities of institutions in order to enforce laws and regulations and to ensure legality of transactions and operations or financial solvency.
- Recommend actions to ensure compliance with laws and regulations, or to protect solvency of institutions.
- Establish guidelines for procedures and policies that comply with new and revised regulations, and direct their implementation.
- Verify and inspect cash reserves, assigned collateral, and bank-owned securities in order to check internal control procedures.
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Interests
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- Enterprising - Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
- Conventional - Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
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- Enterprising - Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
- Conventional - Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
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Education
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- Education - Most of these occupations require a four-year bachelor's degree, but some do not.
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- Education - Most of these occupations require a four-year bachelor's degree, but some do not.
- Training - Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
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Knowledge
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- Law and Government - Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
- Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
- Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
- Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
- Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
- Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer
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- Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- Communications and Media - Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
- Law and Government - Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
- Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
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Skills
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- Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
- Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Speaking - Talking to others to convey information effectively.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Persuasion - Persuading others to change their minds or behavior.
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- Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
- Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Writing - Communicating effectively in writing as appropriate for the needs of the audience.
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Other:___________
| http://mappingyourfuture.org/planyourcareer/careership/career_summary.cfm?careerID=533&headerImage=_career_summary
| http://mappingyourfuture.org/
planyourcareer/careership/career_summary.cfm?careerID=80&headerImage=_career_summary
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Task 3 