- Emphasize or recommend service features based on knowledge of customers' needs and vendor capabilities and limitations.
Occupations with related tasks Save Table: XLSX CSV
- Emphasize product features, based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
- Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
- Inform customers of estimated delivery schedules, service contracts, warranties, or other information pertaining to purchased products.
- Present information to customers about the energy efficiency or environmental impact of scientific or technical products.
- Provide customers with ongoing technical support.
- Advise customers on product usage to improve production.
- Inform customers about issues related to responsible use and disposal of products, such as waste reduction or product or byproduct recycling or disposal.
- Negotiate prices or terms of sales or service agreements.
- Prepare and submit sales contracts for orders.
- Visit establishments to evaluate needs or to promote product or service sales.
- Maintain customer records, using automated systems.
- Answer customers' questions about products, prices, availability, or credit terms.
- Quote prices, credit terms, or other bid specifications.
- Contact new or existing customers to discuss how specific products or services can meet their needs.
- Compute customer's installation or production costs and estimate savings from new services, products, or equipment.
- Prepare sales presentations or proposals to explain product specifications or applications.
- Complete expense reports, sales reports, or other paperwork.
- Verify that delivery schedules meet project deadlines.
- Identify prospective customers, using business directories, leads from existing clients, participation in organizations, or trade show or conference attendance.
- Collaborate with colleagues to exchange information, such as selling strategies or marketing information.
- Study documentation or other information for new scientific or technical products.
- Stock or distribute resources, such as samples or promotional or educational materials.
- Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, environmental regulations, or industry developments.
- Sell service contracts for technical or scientific products.
- Demonstrate the operation or use of technical or scientific products.
- Provide feedback to product design teams so that products can be tailored to clients' needs.
- Arrange for installation and testing of products or machinery.
- Initiate sales campaigns to meet sales and production expectations.
- Obtain building blueprints or specifications for use by engineering departments in bid preparations.
- Verify accuracy of materials lists.
- Verify customer credit ratings.
- Appraise equipment to determine contract terms or trade-in values.
- Consult with engineers regarding technical problems with products.
- Sell technical and scientific products that are environmentally sound or designed for environmental remediation.
- Visit establishments, such as pharmacies, to determine product sales.
- Research and convey information to customers about tax benefits or government rebates associated with energy-efficient scientific or technical products, such as solar panels.
- Emphasize product features, based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
- Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
- Inform customers of estimated delivery schedules, service contracts, warranties, or other information pertaining to purchased products.
- Present information to customers about the energy efficiency or environmental impact of scientific or technical products.
- Provide customers with ongoing technical support.
- Advise customers on product usage to improve production.
- Inform customers about issues related to responsible use and disposal of products, such as waste reduction or product or byproduct recycling or disposal.
- Recommend products to customers, based on customers' needs and interests.
- Estimate or quote prices, credit or contract terms, warranties, and delivery dates.
- Contact regular and prospective customers to demonstrate products, explain product features, and solicit orders.
- Consult with clients after sales or contract signings to resolve problems and to provide ongoing support.
- Answer customers' questions about products, prices, availability, product uses, and credit terms.
- Prepare sales contracts and order forms.
- Provide customers with product samples and catalogs.
- Monitor market conditions, product innovations, and competitors' products, prices, and sales.
- Perform administrative duties, such as preparing sales budgets and reports, keeping sales records, and filing expense account reports.
- Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.
- Negotiate with retail merchants to improve product exposure, such as shelf positioning and advertising.
- Check stock levels and reorder merchandise as necessary.
- Plan, assemble, and stock product displays in retail stores, or make recommendations to retailers regarding product displays, promotional programs, and advertising.
- Negotiate details of contracts and payments.
- Prepare drawings, estimates, and bids that meet specific customer needs.
- Obtain credit information about prospective customers.
- Forward orders to manufacturers.
- Arrange and direct delivery and installation of products and equipment.
- Buy products from manufacturers or brokerage firms and distribute them to wholesale and retail clients.
- Recommend products to customers, based on customers' needs and interests.
- Estimate or quote prices, credit or contract terms, warranties, and delivery dates.
- Contact regular and prospective customers to demonstrate products, explain product features, and solicit orders.
- Consult with clients after sales or contract signings to resolve problems and to provide ongoing support.
- Demonstrate or explain products, methods, or services to persuade customers to purchase products or use services.
- Suggest specific product purchases to meet customers' needs.
- Recommend product or service improvements to employers.
- Instruct customers in alteration of products.
- Provide product samples, coupons, informational brochures, or other incentives to persuade people to buy products.
- Sell products being promoted and keep records of sales.
- Keep areas neat while working and return items to correct locations following demonstrations.
- Record and report demonstration-related information, such as the number of questions asked by the audience or the number of coupons distributed.
- Research or investigate products to be presented to prepare for demonstrations.
- Set up and arrange displays or demonstration areas to attract the attention of prospective customers.
- Identify interested and qualified customers to provide them with additional information.
- Visit trade shows, stores, community organizations, or other venues to demonstrate products or services or to answer questions from potential customers.
- Transport, assemble, and disassemble materials used in presentations.
- Practice demonstrations to ensure that they will run smoothly.
- Learn about competitors' products or consumers' interests or concerns to answer questions or provide more complete information.
- Work as part of a team of demonstrators to accommodate large crowds.
- Prepare or alter presentation contents to target specific audiences.
- Stock shelves with products.
- Provide product information, using lectures, films, charts, or slide shows.
- Train demonstrators to present a company's products or services.
- Contact businesses or civic establishments to arrange to exhibit and sell merchandise.
- Write articles or pamphlets about products.
- Wear costumes or sign boards and walk in public to promote merchandise, services, or events.
- Develop lists of prospective clients from sources such as newspaper items, company records, local merchants, or customers.
- Demonstrate or explain products, methods, or services to persuade customers to purchase products or use services.
- Suggest specific product purchases to meet customers' needs.
- Recommend product or service improvements to employers.
- Instruct customers in alteration of products.
- Assist customers, such as responding to customer complaints and updating them about back-ordered parts.
- Demonstrate equipment to customers, and explain functioning of equipment.
- Advise customers on substitution or modification of parts when identical replacements are not available.
- Discuss use and features of various parts, based on knowledge of machines or equipment.
- Receive payment or obtain credit authorization.
- Fill customer orders from stock, and place orders when requested items are out of stock.
- Receive and fill telephone orders for parts.
- Locate and label parts, and maintain inventory of stock.
- Prepare sales slips or sales contracts.
- Read catalogs, microfiche viewers, or computer displays to determine replacement part stock numbers and prices.
- Determine replacement parts required, according to inspections of old parts, customer requests, or customers' descriptions of malfunctions.
- Examine returned parts for defects, and exchange defective parts or refund money.
- Manage shipments by researching shipping methods or costs and tracking packages.
- Mark and store parts in stockrooms, according to prearranged systems.
- Maintain and clean work and inventory areas.
- Place new merchandise on display.
- Measure parts, using precision measuring instruments, to determine whether similar parts may be machined to required sizes.
- Pick up and deliver parts.
- Repair parts or equipment.
- Assist customers, such as responding to customer complaints and updating them about back-ordered parts.
- Demonstrate equipment to customers, and explain functioning of equipment.
- Advise customers on substitution or modification of parts when identical replacements are not available.
- Discuss use and features of various parts, based on knowledge of machines or equipment.
- Provide information about rental items, such as availability, operation, or description.
- Recommend and provide advice on a wide variety of products and services.
- Advise customers on use and care of merchandise.
- Compute charges for merchandise or services and receive payments.
- Receive orders for services, such as rentals, repairs, dry cleaning, and storage.
- Explain rental fees, policies, and procedures.
- Greet customers and discuss the type, quality, and quantity of merchandise sought for rental.
- Answer telephones to provide information and receive orders.
- Inspect and adjust rental items to meet needs of customer.
- Prepare rental forms, obtaining customer signature and other information, such as required licenses.
- Rent items, arrange for provision of services to customers, and accept returns.
- Keep records of transactions and of the number of customers entering an establishment.
- Receive, examine, and tag articles to be altered, cleaned, stored, or repaired.
- Reserve items for requested times and keep records of items rented.
- Prepare merchandise for display or for purchase or rental.
- Allocate equipment to participants in sporting events or recreational activities.
- Provide information about rental items, such as availability, operation, or description.
- Recommend and provide advice on a wide variety of products and services.
- Advise customers on use and care of merchandise.
- Explain to customers how specific types of advertising will help promote their products or services in the most effective way possible.
- Inform customers of available options for advertisement artwork, and provide samples.
- Deliver advertising or illustration proofs to customers for approval.
- Prepare and deliver sales presentations to new and existing customers to sell new advertising programs and to protect and increase existing advertising.
- Maintain assigned account bases while developing new accounts.
- Provide clients with estimates of the costs of advertising products or services.
- Locate and contact potential clients to offer advertising services.
- Obtain and study information about clients' products, needs, problems, advertising history, and business practices to offer effective sales presentations and appropriate product assistance.
- Prepare promotional plans, sales literature, media kits, and sales contracts, using computer.
- Process all correspondence and paperwork related to accounts.
- Draw up contracts for advertising work, and collect payments due.
- Recommend appropriate sizes and formats for advertising, depending on medium used.
- Write copy as part of layout.
- Determine advertising medium to be used, and prepare sample advertisements within the selected medium for presentation to customers.
- Gather all relevant material for bid processes, and coordinate bidding and contract approval.
- Consult with company officials, sales departments, and advertising agencies to develop promotional plans.
- Identify new advertising markets, and propose products to serve them.
- Arrange for commercial taping sessions, and accompany clients to sessions.
- Attend sales meetings, industry trade shows, and training seminars to gather information, promote products, expand network of contacts, and increase knowledge.
- Write sales outlines for use by staff.
- Explain to customers how specific types of advertising will help promote their products or services in the most effective way possible.
- Inform customers of available options for advertisement artwork, and provide samples.
- Deliver advertising or illustration proofs to customers for approval.
- Prepare and deliver technical presentations that explain products or services to customers and prospective customers.
- Recommend improved materials or machinery to customers, documenting how such changes will lower costs or increase production.
- Provide technical and non-technical support and services to clients or other staff members regarding the use, operation, and maintenance of equipment.
- Develop, present, or respond to proposals for specific customer requirements, including request for proposal responses and industry-specific solutions.
- Collaborate with sales teams to understand customer requirements, to promote the sale of company products, and to provide sales support.
- Create sales or service contracts for products or services.
- Visit prospective buyers at commercial, industrial, or other establishments to show samples or catalogs, and to inform them about product pricing, availability, and advantages.
- Keep informed on industry news and trends, products, services, competitors, relevant information about legacy, existing, and emerging technologies, and the latest product-line developments.
- Identify resale opportunities and support them to achieve sales plans.
- Confer with customers and engineers to assess equipment needs and to determine system requirements.
- Plan and modify product configurations to meet customer needs.
- Maintain sales forecasting reports.
- Document account activities, generate reports, and keep records of business transactions with customers and suppliers.
- Research and identify potential customers for products or services.
- Secure and renew orders and arrange delivery.
- Develop sales plans to introduce products in new markets.
- Attend trade shows and seminars to promote products or to learn about industry developments.
- Attend company training seminars to become familiar with product lines.
- Arrange for demonstrations or trial installations of equipment.
- Train team members in the customer applications of technologies.
- Sell products requiring extensive technical expertise and support for installation and use, such as material handling equipment, numerical-control machinery, or computer systems.
- Provide information needed for the development of custom-made machinery.
- Diagnose problems with installed equipment.
- Write technical documentation for products.
- Report to supervisors about prospective firms' credit ratings.
- Prepare and deliver technical presentations that explain products or services to customers and prospective customers.
- Recommend improved materials or machinery to customers, documenting how such changes will lower costs or increase production.
- Provide technical and non-technical support and services to clients or other staff members regarding the use, operation, and maintenance of equipment.
- Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.
- Provide technical information about solar power, solar systems, equipment, and services to potential customers or dealers.
- Prepare proposals, quotes, contracts, or presentations for potential solar customers.
- Select solar energy products, systems, or services for customers based on electrical energy requirements, site conditions, price, or other factors.
- Gather information from prospective customers to identify their solar energy needs.
- Calculate potential solar resources or solar array production for a particular site considering issues such as climate, shading, and roof orientation.
- Generate solar energy customer leads to develop new accounts.
- Take quote requests or orders from dealers or customers.
- Assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software.
- Prepare or review detailed design drawings, specifications, or lists related to solar installations.
- Develop marketing or strategic plans for sales territories.
- Create customized energy management packages to satisfy customer needs.
- Demonstrate use of solar and related equipment to customers or dealers.
- Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.
- Provide technical information about solar power, solar systems, equipment, and services to potential customers or dealers.
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
- Describe merchandise and explain use, operation, and care of merchandise to customers.
- Greet customers and ascertain what each customer wants or needs.
- Compute sales prices, total purchases, and receive and process cash or credit payment.
- Prepare merchandise for purchase or rental.
- Answer questions regarding the store and its merchandise.
- Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
- Demonstrate use or operation of merchandise.
- Ticket, arrange, and display merchandise to promote sales.
- Inventory stock and requisition new stock.
- Exchange merchandise for customers and accept returns.
- Watch for and recognize security risks and thefts and know how to prevent or handle these situations.
- Place special orders or call other stores to find desired items.
- Clean shelves, counters, and tables.
- Maintain records related to sales.
- Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits.
- Prepare sales slips or sales contracts.
- Estimate and quote trade-in allowances.
- Bag or package purchases and wrap gifts.
- Help customers try on or fit merchandise.
- Sell or arrange for delivery, insurance, financing, or service contracts for merchandise.
- Estimate quantity and cost of merchandise required, such as paint or floor covering.
- Rent merchandise to customers.
- Estimate cost of repair or alteration of merchandise.
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
- Describe merchandise and explain use, operation, and care of merchandise to customers.
- Answer customers' questions, and provide information on procedures or policies.
- Assist customers by providing information and resolving their complaints.
- Receive payment by cash, check, credit cards, vouchers, or automatic debits.
- Help customers find the location of products.
- Issue receipts, refunds, credits, or change due to customers.
- Greet customers entering establishments.
- Supervise others and provide on-the-job training.
- Maintain clean and orderly checkout areas, and complete other general cleaning duties, such as mopping floors and emptying trash cans.
- Establish or identify prices of goods, services, or admission, and tabulate bills, using calculators, cash registers, or optical price scanners.
- Answer incoming phone calls.
- Bag, box, wrap, or gift-wrap merchandise, and prepare packages for shipment.
- Assist with duties in other areas of the store, such as monitoring fitting rooms or bagging and carrying out customers' items.
- Stock shelves, sort and reshelve returned items, and mark prices on items and shelves.
- Offer customers carry-out service at the completion of transactions.
- Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change.
- Calculate total payments received during a time period, and reconcile this with total sales.
- Keep periodic balance sheets of amounts and numbers of transactions.
- Compute and record totals of transactions.
- Monitor checkout stations to ensure they have adequate cash available and are staffed appropriately.
- Sort, count, and wrap currency and coins.
- Weigh items sold by weight to determine prices.
- Issue trading stamps, and redeem food stamps and coupons.
- Pay company bills by cash, vouchers, or checks.
- Post charges against guests' or patients' accounts.
- Request information or assistance, using paging systems.
- Process merchandise returns and exchanges.
- Cash checks for customers.
- Sell tickets and other items to customers.
- Compile and maintain non-monetary reports and records.
- Answer customers' questions, and provide information on procedures or policies.
- Assist customers by providing information and resolving their complaints.
- Display commercial, industrial, agricultural, and residential properties to clients and explain their features.
- Review plans for new construction with clients, enumerating and recommending available options and features.
- Prepare documents such as representation contracts, purchase agreements, closing statements, deeds, and leases.
- Present purchase offers to sellers for consideration.
- Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.
- Generate lists of properties that are compatible with buyers' needs and financial resources.
- Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of purchase agreements are met before closing dates.
- Promote sales of properties through advertisements, open houses, and participation in multiple listing services.
- Compare a property with similar properties that have recently sold to determine its competitive market price.
- Coordinate property closings, overseeing signing of documents and disbursement of funds.
- Interview clients to determine what kinds of properties they are seeking.
- Contact previous clients for prospecting of referral business.
- Review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings, to remain knowledgeable about real estate markets.
- Answer clients' questions regarding construction work, financing, maintenance, repairs, and appraisals.
- Coordinate appointments to show homes to prospective buyers.
- Contact property owners and advertise services to solicit property sales listings.
- Advise sellers on how to make homes more appealing to potential buyers.
- Advise clients on market conditions, prices, mortgages, legal requirements, and related matters.
- Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.
- Arrange for title searches to determine whether clients have clear property titles.
- Develop networks of attorneys, mortgage lenders, and contractors to whom clients may be referred.
- Inspect condition of premises, and arrange for necessary maintenance or notify owners of maintenance needs.
- Visit properties to assess them before showing them to clients.
- Investigate clients' financial and credit status to determine eligibility for financing.
- Evaluate mortgage options to help clients obtain financing at the best prevailing rates and terms.
- Appraise properties to determine loan values.
- Contact utility companies for service hookups to clients' property.
- Solicit and compile listings of available rental properties.
- Conduct seminars and training sessions for sales agents to improve sales techniques.
- Arrange meetings between buyers and sellers when details of transactions need to be negotiated.
- Rent or lease properties on behalf of clients.
- Secure construction or purchase financing with own firm or mortgage company.
- Locate and appraise undeveloped areas for building sites, based on evaluations of area market conditions.
- Display commercial, industrial, agricultural, and residential properties to clients and explain their features.
- Review plans for new construction with clients, enumerating and recommending available options and features.
- Explain products or services and prices and demonstrate use of products.
- Develop prospect lists.
- Deliver merchandise and collect payment.
- Write and record orders for merchandise or enter orders into computers.
- Arrange buying parties and solicit sponsorship of such parties to sell merchandise.
- Answer questions about product features and benefits.
- Distribute product samples or literature that details products or services.
- Circulate among potential customers or travel by foot, truck, automobile, or bicycle to deliver or sell merchandise or services.
- Persuade customers to purchase merchandise or services.
- Set up and display sample merchandise at parties or stands.
- Order or purchase supplies.
- Stock carts or stands.
- Explain products or services and prices and demonstrate use of products.
- Explain products or services and prices, and answer questions from customers.
- Contact businesses or private individuals by telephone to solicit sales for goods or services, or to request donations for charitable causes.
- Obtain customer information such as name, address, and payment method, and enter orders into computers.
- Record names, addresses, purchases, and reactions of prospects contacted.
- Maintain records of contacts, accounts, and orders.
- Answer telephone calls from potential customers who have been solicited through advertisements.
- Deliver prepared sales talks, reading from scripts that describe products or services, to persuade potential customers to purchase a product or service or to make a donation.
- Telephone or write letters to respond to correspondence from customers or to follow up initial sales contacts.
- Adjust sales scripts to better target the needs and interests of specific individuals.
- Obtain names and telephone numbers of potential customers from sources such as telephone directories, magazine reply cards, and lists purchased from other organizations.
- Schedule appointments for sales representatives to meet with prospective customers or for customers to attend sales presentations.
- Conduct client or market surveys to obtain information about potential customers.
- Explain products or services and prices, and answer questions from customers.
- Recommend treatment and prevention methods for pest problems to clients.
- Record work activities performed.
- Inspect premises to identify infestation source and extent of damage to property, wall, or roof porosity and access to infested locations.
- Spray or dust chemical solutions, powders, or gases into rooms, onto clothing, furnishings, or wood, or over marshlands, ditches, or catch basins.
- Clean work site after completion of job.
- Drive truck equipped with power spraying equipment.
- Measure area dimensions requiring treatment, calculate fumigant requirements, and estimate cost for service.
- Study preliminary reports or diagrams of infested area and determine treatment type required to eliminate and prevent recurrence of infestation.
- Direct, or assist other workers in, treatment or extermination processes to eliminate or control rodents, insects, or weeds.
- Post warning signs and lock building doors to secure area to be fumigated.
- Set mechanical traps, or place poisonous paste or bait in sewers, burrows, or ditches.
- Cut or bore openings in building or surrounding concrete, access infested areas, insert nozzle, and inject pesticide to impregnate ground.
- Clean and remove blockages from infested areas to facilitate spraying procedures and provide drainage, using brooms, mops, shovels, or rakes.
- Position and fasten edges of tarpaulins over building, and tape vents to ensure air-tight environment and to check for leaks.
- Dig up and burn weeds, or spray them with herbicides.
- Recommend treatment and prevention methods for pest problems to clients.
- Help customers select bicycles that fit their body sizes and intended bicycle uses.
- Install and adjust brakes and brake pads.
- Align wheels.
- Assemble new bicycles.
- Sell bicycles and accessories.
- Install, repair, and replace equipment or accessories, such as handlebars, stands, lights, and seats.
- Install new tires and tubes.
- Install and adjust speed and gear mechanisms.
- Clean and lubricate bicycle parts.
- Order bicycle parts.
- Disassemble axles to repair, adjust, and replace defective parts, using hand tools.
- Build wheels by cutting and threading new spokes.
- Shape replacement parts, using bench grinders.
- Repair holes in tire tubes, using scrapers and patches.
- Weld broken or cracked frames together, using oxyacetylene torches and welding rods.
- Paint bicycle frames, using spray guns or brushes.
- Help customers select bicycles that fit their body sizes and intended bicycle uses.
- Listen to and resolve customer complaints regarding services, products, or personnel.
- Monitor sales staff performance to ensure that goals are met.
- Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or performing specific services.
- Keep records pertaining to purchases, sales, and requisitions.
- Hire, train, and evaluate personnel.
- Confer with company officials to develop methods and procedures to increase sales, expand markets, and promote business.
- Plan and prepare work schedules, and assign employees to specific duties.
- Attend company meetings to exchange product information and coordinate work activities with other departments.
- Visit retailers and sales representatives to promote products and gather information.
- Formulate pricing policies on merchandise according to profitability requirements.
- Prepare sales and inventory reports for management and budget departments.
- Examine products purchased for resale or received for storage to determine product condition.
- Examine merchandise to ensure correct pricing and display, and that it functions as advertised.
- Analyze details of sales territories to assess their growth potential and to set quotas.
- Inventory stock and reorder when inventories drop to specified levels.
- Coordinate sales promotion activities, such as preparing merchandise displays and advertising copy.
- Prepare rental or lease agreements, specifying charges and payment procedures for use of machinery, tools, or other items.
- Provide staff with assistance in performing difficult or complicated duties.
- Listen to and resolve customer complaints regarding services, products, or personnel.
- Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
- Meet with applicants to obtain information for loan applications and to answer questions about the process.
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
- Submit applications to credit analysts for verification and recommendation.
- Review loan agreements to ensure that they are complete and accurate according to policy.
- Review and update credit and loan files.
- Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
- Work with clients to identify their financial goals and to find ways of reaching those goals.
- Handle customer complaints and take appropriate action to resolve them.
- Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
- Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
- Analyze potential loan markets and develop referral networks to locate prospects for loans.
- Compute payment schedules.
- Supervise loan personnel.
- Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.
- Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
- Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
- Authorize or sign mail collection letters.
- Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation.
- Confer with underwriters to resolve mortgage application problems.
- Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
- Contact borrowers with delinquent accounts to obtain payment in full or to negotiate repayment plans.
- Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
- Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
- Inform individuals and groups about the financial assistance available to college or university students.
- Maintain and review account records, updating and recategorizing them according to status changes.
- Review accounts to determine write-offs for collection agencies.
- Review billing for accuracy.
- Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
- Contact prospective customers to present information and explain available services.
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Report all positions or trading results.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Discuss financial options with clients and keep them informed about transactions.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Develop financial plans, based on analysis of clients' financial status.
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
- Devise trading, option, or hedge strategies.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
- Offer advice on the purchase or sale of particular securities.
- Explain stock market terms or trading practices to clients.
- Calculate costs for billings or commissions.
- Prepare financial reports to monitor client or corporate finances.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Supervise support staff and ensure proper execution of contracts.
- Relay buy or sell orders to securities exchanges or to firm trading departments.
- Evaluate costs and revenue of agreements to determine continued profitability.
- Sell services or equipment, such as trusts, investments, or check processing services.
- Negotiate prices or contracts for securities or commodities sales or purchases.
- Prepare and send requests for price quotations to all companies in a particular market.
- Price securities or commodities based on market conditions.
- Purchase or sell financial derivatives for customers.
- Contact prospective customers to present information and explain available services.
