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Financial Services Sales Agents
Taxonomy Code: YO-7900.2000
Individuals who sell any of a wide variety of banking and related services for banks and savings and loan associations. They contact potential customers to explain their services and to ascertain customers' banking and other financial needs. In so doing, they discuss services such as loans, deposit accounts, lines of credit, sales or inventory financing, certificates of deposit, cash management, mutual funds or investment services. They also may solicit businesses to participate in consumer credit card programs. Financial services sales agents who serve all the financial needs of a single affluent individual or a business often are called private bankers or relationship managers.
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