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Employer Quotes

The quotes below are from employers in this industry: Financial Services

They are talking about this topic: Workforce Trends & Challenges

 

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The quotes below are about this issue:
New job classifications and titles are needed to reflect changes in the industry.

Employer Quote Region
"Interviewer: [If you look at] occupation titles, do they look more like the 19th Century than the 21st Century?

Employer: I think under the finance category, 'personal banker' would be more of an appropriate name than 'loan officer' because I think most places you're cross-selling.

Interviewer: You're trying to get them to have an IRA or whatever?

Employer: Exactly."
Central
"Employer: I think under the taxation category a good occupational title would be—because it really doesn't hit on the high-level tax person—tax preparer, that's pretty low-level in my mind. So, tax specialist, tax manager, something like that.

Interviewer: Because you want to get beyond just the person who enters the data? You want somebody who actually knows the code.

Employer: Yes. Something that captures the very high level.

Interviewer: Who can actually work with the information?

Employer: And research."
Central
"I think some of those categories are combined as well. Like, my personal bankers are loan officers as well as financial advisors. I mean, we have licensed personal bankers. So, it combines them a little more." Central