Qassim Shubber

works as a salesperson and customer services agent, deducing a customer's needs, answering their questions, and matching them to financial services they may find helpful. Bank sales agents need to be familiar with their bank's offered checking or savings accounts, mortgages, or securities portfolios in order to deduce which would best fit the prospective customer.

Acting as the conduit between senior management and staff, a team leader is responsible for managing a group of people and will spend time delegating tasks, negotiating workloads, assessing performance and reporting on developments.

Allocating tasks to staff
Ensuring the performance of the staff is of a high standard
Reporting to management
Organising holidays and training
Discussing and resolving problems
Carrying out performance reviews