records. Banker: Addresses account inquiries, recommends financial plans, and explains agreement policies. Financial Advisor : Introduces account options or strategizes business plans according to customer needs and budgeting concerns. Mortgage Consultant: Contacts lenders to recommend mortgage plans to individuals/businesses. Credit Analyst: Determines the probability that an individual can repay loans by reviewing credit checks and payment records. Relationship Manager: Builds relationships between business clients and the financial institution by spotting upselling or cross-selling opportunities. Loan Officer : Offers and explains

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