| SAMPLE JOB TITLES | SAMPLE JOB DESCRIPTION |
| Accountant I | Prepares balance sheets, profit and loss statements, and other financial reports. Responsibilities also include analyzing trends, costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses. Reports organization's finances to management, and offers suggestions about resource utilization, tax strategies, and assumptions underlying budget forecasts. May require a bachelor's degree in accounting and 0-2 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager. (www.salary.com) |
| Auditing Supervisor I | Oversees the auditing of accounting and financial data of various departments within an organization. Inspects and audits the operations and financials of the organization and reports any evidence of fraud. A level I supervisor is considered a working supervisor with little authority for personnel actions. May require a bachelor's degree or its equivalent. Familiar with a variety of the field's concepts, practices, and procedures. Relies on experience and judgment to plan and accomplish goals. Supervises a staff of analysts/clerks and typically reports to the auditing manager. (www.salary.com) |
| Branch Management Trainee | Management training position. Learns daily operations of the branch office. Performs credit, collection, and loan activities. Requires a high school diploma or its equivalent with 0-3 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to the Branch Manager. (www.salary.com) |
| Budget Analyst I | Analyzes accounting records to determine financial resources required to implement programs and makes recommendations for budget allocations to ensure conformance to budgetary limits. Also responsible for reviewing operating budgets periodically in order to analyze trends affecting budget needs. Requires a bachelor's degree and 0-2 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager. (www.salary.com) |
| Business Banking Developer/Officer | Develops business banking strategies in order to sell products and services to prospective clients. Responsible for the initial relationship with prospects and works with business banking relationship manager to close selling process. Requires a bachelor's degree in area of specialty and 1-3 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a manager or head of a unit/department. (www.salary.com) |
| Commercial Loan Business Development Officer | Sells commercial loan services to prospective clients. Responsible for the initial relationship with prospects and works with loan relationship manager to close selling process. Requires a bachelor's degree in area of specialty and 1-3 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a manager or head of a unit/department. (www.salary.com) |
| Commercial Loan Clerk | Creates and maintains loan records, notices and reports. Calculates loan and interest payment and ensures loan is processed. May require a bachelor's degree in area of specialty and 2-4 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a supervisor or manager. (www.salary.com) |
| Commercial Loan Officer | Responsible for soliciting and servicing a variety of commercial loans. Interviews applicants and recommends approval of customer applications for commercial loans. Analyzes applicant financial status and credit to determine feasibility of granting loan. Approves loan within established limits or refers loan to loan committee for approval. Verifies loan agreements are complete and accurate according to policy. Requires a bachelor's degree in area of specialty and 1-3 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a manager or head of a unit/department. (www.salary.com) |
| Consumer Credit Analyst | Reviews credit data to evaluate consumer loan requests in order to approve or deny applications. Analyzes financial information, such as income growth, quality of management, and market share to determine profitability of loan. Requires a bachelor's degree in area of specialty and 0-2 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Typically reports to a supervisor or manager. (www.salary.com) |
| Controller Assistant | Assists the corporate controller in directing an organization's accounting functions. These functions include establishing and maintaining an organization's accounting principles, practices, and procedures. Oversees the preparation and evaluation of budgets and other financial operating reports, and presents findings and recommendations to top management. Requires a bachelor's degree in a related area. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. Typically reports to the corporate controller. (www.salary.com) |
| Credit Analyst | Duties include researching and examining credit risks, assessing credit history, and approving or disapproving extension of credit. May work with accounts receivable department. May require a bachelor's degree and 0-2 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager. (www.salary.com) |
| Direct Sales Representative | Develops new business prospects in specific geographic areas through cold calls. Interacts with existing customers to increase sales of the bank's products and services. Requires a high school diploma or equivalent and 2-4 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision; typically reports to a supervisor or manager. A certain degree of creativity and latitude is required. (www.salary.com) |
| Financial Associate (Corporate) | Gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining and negotiating financial aspects of mergers and acquisitions. Advises on new investment opportunities for the company. Requires a bachelor's degree in area of specialty and 0-3 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a manager or head of a unit/department. (www.salary.com) |
| Financial Associate (Public) | Gathers and interprets financial data in order to assist in funding public projects. Collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Requires a bachelor's degree in area of specialty and 0-3 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a manager or head of a unit/department. (www.salary.com) |
| Fraud Detection Associate | Monitors account activity to detect possible customer fraud. Performs analysis to identify possible front-end and/or back-end fraud. Identifies areas for increased security procedures and recommends to fraud prevention associates. May contact customers to verify or explain unusual account activity. Requires a bachelor's degree in area of specialty and 0-2 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Typically reports to a supervisor or manager. (www.salary.com) |
| Fraud Prevention Associate | Researches and analyzes customer accounts for possible cases of fraud and to prevent future fraud. Identifies valid or fraudulent transactions. Identifies areas that need increased security procedures or software to protect customer accounts. Researches and reports on advanced security options. May require a bachelor's degree in area of specialty and 0-2 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Typically reports to a supervisor or manager. (www.salary.com) |
| Internal Auditor | Audits the accounting and financial data of various departments within an organization to ensure accuracy and compliance with government guidelines and laws. Identifies improper accounting or documentation and researches issues and makes recommendations to improve policies or procedures accordingly. May work with outside auditors to help reconcile discrepancies or support the external auditing function. Requires a bachelor's degree in accounting and 0-2 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager. (www.salary.com) |
| Loan Workout Officer | Restructures loans; works with lending personnel and borrowers to better secure collateral and/or assets of the borrower. Works with small- and mid-size loans of little to medium complexity. May require a bachelor's degree in area of specialty and 1-3 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a manager or head of a unit/department. (www.salary.com) |
| Mortgage Credit Analyst | Gathers necessary credit information and evaluates mortgage loan requests in order to approve or deny applications. May require a bachelor's degree in area of specialty and 0-2 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Typically reports to a supervisor or manager. (www.salary.com) |
| Relationship Manager | Manages and maintains current business relationships and seeks new accounts. Responsible for a portfolio of small to mid-sized businesses. Requires a bachelor's degree in area of specialty and 1-3 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. A certain degree of creativity and latitude is required. Typically reports to a manager or head of a unit/department. (www.salary.com) |
| Trader (Block) | Responsible for the timely buying and selling of block orders. Reviews orders to ensure accuracy, proper record keeping, and conformance to regulations. Evaluates market volatility and ensures clients receive the best rate available. Requires a bachelor's degree in area of specialty and 0-3 years of experience in the field or in a related area and may require state licensure. Familiar with a variety of the field's concepts, practices, and procedures. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is expected. Typically reports to a manager. (www.salary.com) |
| Trader (Corporate Bond) | Responsible for the timely buying and selling of corporate bonds. Reviews orders to ensure accuracy, proper record keeping, and conformance to regulations. Carries out trades and maintains the corporation's accounts. Requires a bachelor's degree in area of specialty and 0-3 years of experience in the field or in a related area, and may require state licensure. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a manager. (www.salary.com) |
| Trader (OTC) | Responsible for timely buying and selling in the over-the-counter market. Reviews orders to ensure accuracy, proper record keeping, and conformance to regulations. Evaluates market volatility, carries out trades, and maintains accounts to ensure customer satisfaction. Develops relationships with dealers to obtain optimal trade execution. Requires a bachelor's degree in area of specialty and 0-3 years of experience in the field or in a related area, and may require state licensure. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a manager. (www.salary.com) |
| Treasury Analyst | Responsible for financial planning and analysis to forecast budgets and financial status. Researches economic trends and investment opportunities. Determines procurement of funds and monitors investments and collections. May require a bachelor's degree in area of specialty and 0-2 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Typically reports to a supervisor. (www.salary.com |
| Venture Capitalist | Responsible for targeting and acquiring profitable investment opportunities on behalf of the company. Manages assets of size $50,000-$2,000,000. Requires a bachelor's degree in area of specialty and 1-5 years of experience in the field or in a related area. Familiar with a variety of the field's concepts, practices, and procedures. Relies on experience and judgment to plan and accomplish goals. Performs a variety of tasks. A wide degree of creativity and latitude is expected. Typically reports to a manager or head of a unit/department. (www.salary.com) |
