The Service Tree lists all services in "branched" groups, starting with the very general and moving to the very specific. Click on the name of any group name to see the sub-groups available within it. Click on a service code to see its details and the providers who offer that service.
Banking Industry Personnel
Taxonomy Code: YO-1000.1000
Individuals who are employed by financial institutions (such as commercial banks, credit unions, mortgage and finance companies and savings and loans associations) to oversee various banking functions such as lending, trusts, mortgages and investments, or programs including sales, operations or electronic financial services. They may be required to solicit business, authorize loans and direct the investment of funds, adhering to applicable laws and regulations. Included are branch managers who administer and manage all of the functions of a branch office which may include hiring personnel, approving loans and lines of credit, establishing rapport with the community to attract business and assisting customers with account problems; and loan officers and counselors who facilitate the ability of individuals to obtain loans to purchase a house, car, or college education or of businesses to obtain financing to start a company, purchase inventory or invest in capital equipment. Loan officers gather personal information about clients and businesses to ensure that an informed decision is made regarding the creditworthiness of the borrower and the probability of repayment.
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