Roles · Finance and mortgages

AI personal banker

Monitors markets and agrees on buying or selling prices at optimal levels for clients.

Kwame Williams“I monitor markets and agree on optimal prices for clients.”An example character, not a real person.
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Personal banker · What it does

Three tasks it takes off your hands

  1. Monitor markets or positions.
  2. Agree on buying or selling prices at optimal levels for clients.
  3. Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
Where these come from

The tasks of “Securities, Commodities, and Financial Services Sales Agents” (O*NET 41-3031.00), as O*NET lists them:

  • Monitor markets or positions.
  • Agree on buying or selling prices at optimal levels for clients.
  • Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.

Personal banker · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • C++
  • Linux
  • Microsoft Access
  • Microsoft Outlook

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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