Entry-level banking, insurance and real estate jobs: 8 roles explained
Roles that serve customers and process accounts, policies, loans and property. 8 starting roles in banking, insurance and real estate, with what each one does and the skills it takes.
Banking, insurance and real estate roles
- Bank Teller / Personal Banker
0 open now
Bank tellers and personal bankers help customers with deposits, accounts and loans at a branch. It blends service with light sales, and many banks train new hires from scratch.
Skills: Customer service, Cash handling, Attention to detail, Basic selling
- Loan Processor / Mortgage Processor
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A loan processor gathers and verifies the documents behind a loan, checks the file for completeness and passes it to underwriting.
Skills: Attention to detail, Loan software, Document checking, Deadlines
- Financial Advisor Associate / Client Associate
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A client associate supports a financial advisor: preparing client meetings, processing account paperwork and answering routine client questions. A path toward becoming an advisor.
Skills: Client service, Attention to detail, Financial products basics, Compliance awareness
- Management Trainee (banking and retail finance)
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A management trainee program rotates new hires through departments to prepare them for a first supervisor or manager role. Pay is usually a regular salary during training.
Skills: Coachability, Leadership potential, Communication, Reliability
- Insurance Agent or Customer Service Trainee
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Insurance agents and service representatives explain coverage, quote policies and handle changes. Many employers pay for training and the state licensing exam.
Skills: Sales and service skills, Attention to detail, Licensing study, Explaining clearly
- Claims Processor / Adjuster Trainee
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A claims processor reviews insurance or benefit claims, checks them against the policy and decides what to pay or what else is needed. Adjuster trainee programs exist at many insurers.
Skills: Attention to detail, Policy reading, Communication, Empathy
- Underwriting Assistant
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An underwriting assistant helps decide whether to insure or lend and at what price: collecting information, running checks and preparing files for an underwriter.
Skills: Attention to detail, Guideline reading, Math and analysis, Software skills
- Real Estate or Leasing Assistant
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Real estate and leasing assistants help sell, rent and manage property: showing units, preparing leases, tracking paperwork and answering tenant questions.
Skills: Customer service, Organization, Basic selling, Contracts basics
Other kinds of entry-level work
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