SOC 41-3031 · Job decomposition
Securities, Commodities, and Financial Services Sales Agents
What this job actually does, classified into Automate, Augment, and Human-only. Decomposed from 7 canonical roles mapped to this SOC across Nuvepro's real-world JD corpus.
489,570
U.S. employment
BLS OEWS
$78,660
Median annual wage
BLS OEWS
44%
AEI exposure
Anthropic Economic Index
231
Distinct tasks
From 7 roles
Task mix (by distinct task)
Automate · 11 (5%)
Augment · 140 (61%)
Human-only · 80 (35%)
Automate
11 of 11
AI does it end-to-end
- Document other client activity in 360 View.17 jobs · 1 role · 100% confidence
- Document referrals in 360 View.17 jobs · 1 role · 100% confidence
- Obtain client and account information.13 jobs · 1 role · 100% confidence
- Process client and account information.13 jobs · 1 role · 100% confidence
- Obtain and process client and account information.10 jobs · 1 role · 100% confidence
- Answer inquiries and provide accurate information about business banking products and services.9 jobs · 1 role · 78% confidence
- Execute work to deliver timely, accurate, and efficient service.9 jobs · 1 role · 56% confidence
- Document referrals and client activity in 360 View.8 jobs · 1 role · 100% confidence
- Report sales revenue accurately.4 jobs · 1 role · 75% confidence
- Complete required compliance trainings.3 jobs · 1 role · 100% confidence
- Consult with clients through voicemail communication.3 jobs · 1 role · 67% confidence
Augment
12 of 140
Human + AI together
- Recommend financial solutions based on each client’s goals and needs.29 jobs · 1 role · 100% confidence
- Open Certificates of Deposit.24 jobs · 1 role · 100% confidence
- Open Individual Retirement Accounts.24 jobs · 1 role · 100% confidence
- Answer client questions.23 jobs · 1 role · 100% confidence
- Assist clients with issues.23 jobs · 1 role · 74% confidence
- Deliver financial expertise to business clients.22 jobs · 1 role · 86% confidence
- Count currency and coin accurately.21 jobs · 1 role · 48% confidence
- Maintain Certificates of Deposit.21 jobs · 1 role · 100% confidence
- Maintain Individual Retirement Accounts.21 jobs · 1 role · 100% confidence
- Open business checking accounts.21 jobs · 1 role · 100% confidence
- Open business savings accounts.21 jobs · 1 role · 100% confidence
- Open consumer checking accounts.21 jobs · 1 role · 100% confidence
Human-only
12 of 80
Judgment, taste, accountability
- Serve as the primary advisor for business clients.32 jobs · 1 role · 100% confidence
- Deliver personalized customer service in person and over the phone.24 jobs · 1 role · 100% confidence
- Hold financial conversations with clients and prospects to determine needs.22 jobs · 1 role · 100% confidence
- Build, develop, and manage new and existing business client relationships.18 jobs · 1 role · 100% confidence
- Build client relationships through outbound measures.15 jobs · 1 role · 100% confidence
- Build client relationships through proactive measures.15 jobs · 1 role · 100% confidence
- Attend to business clients’ banking needs.14 jobs · 1 role · 86% confidence
- Build strong, long-term relationships with business clients.12 jobs · 1 role · 100% confidence
- Bring new business clients to the bank through business development and prospecting.10 jobs · 1 role · 100% confidence
- Develop relationships with centres of influence in the local market.9 jobs · 1 role · 100% confidence
- Build, develop, enrich, and manage new and existing business client relationships.8 jobs · 1 role · 100% confidence
- Develop client rapport and build credibility and trust as relationship manager.8 jobs · 1 role · 100% confidence
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