How do they match: Loan Officers

  • Work with clients to identify their financial goals and to find ways of reaching those goals.
  • Supervise loan personnel.
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
  • Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.

  • Supervise employees.
  • Market products, services, or events.
  • Recommend products or services to customers.