How do they match: Securities, Commodities, and Financial Services Sales Agents

  • Customer Agent
  • Relationship Banker
  • Relationship Manager
  • Personal Banker
  • Personal Banker Associate
  • Branch Relationship Banker
  • Client Relationship Consultant
  • Retail Personal Banker

  • Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.

  • Contact prospective customers to present information and explain available services.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
  • Purchase or sell financial derivatives for customers.

  • Customize financial products or services to meet customer needs.
  • Contact current or potential customers to promote products or services.
  • Develop professional relationships or networks.
  • Develop proposals for current or prospective customers.
  • Explain financial information to customers.
  • Explain technical product or service information to customers.
  • Gather customer or product information to determine customer needs.
  • Share sales-related or market information with colleagues.
  • Supervise sales or support personnel.