Job holders in this unit group manage client accounts or departments within financial institutions (such as banks and insurance companies) or manage a variety of financial accounts within other organisations.
Develops and manages business accounts to increase sales of financial products
Takes responsibility for the efficient and effective operation of several business accounts
Manages teams handling insurance claims
Checks customers’ credit rating with banks and credit reference agencies, and decides whether to offer credit
Establishes terms of credit and ensures timely payment by customer, renegotiates payment terms and initiates legal action to recover debts if necessary
Carries out and/or supervises general accounting and administrative work.
There are no formal academic requirements although professional qualifications in accountancy may be required by some employers. These qualifications can be linked to NVQs/SVQs in Accounting at Levels 2, 3 and 4, and apprenticeships may be available in some areas.
Encourage / Engage / Educate
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