431202 - Financial institution clerk

Provides financial services and manages related processes. provides advice on possible financial decisions and assistance to the client in making necessary decisions.


Main activities

* get to know each client to understand their financial situation and needs;
* provide advice on possible financial decisions and assistance to the client in making necessary decisions;
* provide various financial services to clients, such as deposits, loans, investments, and insurance services;
* help the client to make a suitable financial plan that will help achieve the client's financial goals;
* manage client financial documents, make contracts and collect payments.

Characteristic competences

* effectively communicate with clients and other specialists;
* educated in finance or accounting;
* analyze and interpret financial data;
* good communication and interpersonal skills;
* use financial management programs.

Versija: 2023
Pagrindinės grupės kodas: 4
Sub-major groups code: 43
Minor group code: 431
Unit group code: 4312