How do they match: Loan Officers

  • Personal Banking Officer
  • Personal Loan Specialist
  • Commercial Relationship Manager

  • Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Handle customer complaints and take appropriate action to resolve them.
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
  • Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
  • Supervise loan personnel.

  • Correspond with customers to answer questions or resolve complaints.
  • Recommend products or services to customers.