Professions in Banking | Baamboozle - Baamboozle

Collects payments from people who owe money to a company or bank

debt collector

Helps people buy or sell property and explains mortgage options

mortgage broker

Works at a cash desk and handles payments and transactions

cashier

Approves or rejects loan applications after reviewing financial information

credit analyst

Works with customers who have credit cards or loans and helps manage payments

credit officer

Helps businesses plan budgets and control spending

financial planner

Manages people’s investments and retirement savings

investment manager

Helps people choose insurance plans and manage financial risk

insurance agent

Studies financial data and gives advice about investments or business decisions

financial analyst

Works at a bank and helps customers with loans accounts and services

banking advisor

Manages the money and financial activities of a company

finance manager

Checks a company’s financial records to make sure they are correct and legal

auditor

Helps people buy sell and invest in stocks and other investments

stockbroker

Lends money to people or businesses and manages loans

loan officer

Manages a company’s financial records and checks that the numbers are correct

bookkeeper

Helps people prepare and file their taxes correctly

tax preparer

Keeps financial records and prepares financial reports for a business or person

accountant

Studies money and the economy to understand how markets work

economist

Helps people plan how to use their money and save for the future

financial advisor

Works at a bank and helps customers open accounts deposit money and ask questions

bank teller