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Finance, Banking, Insurances Audience

Banking Industry


Participants who work in a role at a company in the banking industry. The banking industry comprises various fields related to the operations of financial institutions, and their relationships between consumers, businesses, and governments.

Participants in this industry will likely be tech savvy, with skills in finance and economics. They often oversee a variety of services and tend to have persuasion skills.

Common audiences

These common audiences are made up of participants who hold job titles and roles in the banking industry. Each of these professionals can be targeted individually, or roles can be combined to create larger audiences.

  • Relationship manager – Retail and business banking both benefit from relationship management. Retail relationship managers are in charge of connecting with individual retail customers and explaining the bank’s variety of financial products and services. Corporate relationship managers, on the other hand, are in charge of corporate accounts for large corporations or small businesses.
  • Loan officer – in charge of the cash flow and financial activities that their companies provide. They also oversee the loan, line of credit, and other financial instrument approval processes for customers. Typically, a loan manager oversees the entire loan application process, from reviewing applicants’ financial backgrounds to accepting or declining their requests.
  • Credit analyst – customers’ loan and mortgage applications are scrutinized by credit analysts to guarantee that they have the financial means to repay the loan. They work in commercial banks, credit card firms, investment businesses, and other financial institutions that provide loan and mortgage services to their consumers, and are responsible for the approval or refusal of loan applications.
  • Bank clerk – customers can update their financial data in a bank’s computer system with the help of a bank clerk. Bank clerks typically execute a variety of data entry duties for customers, such as opening new accounts, updating current contact information, adding new data to income records, and deleting closed account records from bank databases.
  • Internal auditor – internal auditors in a banking firm analyze the effectiveness of the bank’s internal control framework on their own. They examine all internal procedures, controls, and systems in order to identify risks and the bank’s response to them. They not only implement value-added solutions to reduce risks, but they also gather and evaluate all firm documents to ensure compliance with industry rules.
  • Associate broker – assists a supervising broker in networking and creating client lists in banking and other financial activities such as stock investing. To engage with new clients and educate their market on their financial products and services, they often execute customer service and sales operations.
  • Senior bank official – Senior bank officials or executives are in charge of maintaining client interactions and have deep understanding of their banks’ products and services. They assist customers in understanding bank policies and regulations, and they frequently assist in the development of customer service standards for their branches’ operations.
  • Portfolio analyst – clients who invest in securities, such as stocks, bonds, mutual funds, and other investment instruments, work with portfolio analysts. They assist clients in evaluating investment possibilities, recommending lucrative investments, and keeping them informed about market developments that may affect investment values. Portfolio analysts may work for individuals or for larger financial firms.
  • Fraud specialist – the methods of researching and detecting fraudulent transactions are overseen by a fraud specialist. They frequently create and manage fraud prevention programs, analyze fraud risks in their firms, conduct interviews for investigations, and report their findings to management. Credit agencies, banks, investment firms, and insurance firms are just a few of the financial institutions where these experts work.
  • Foreign exchange trader – foreign exchange traders make a lot of money by selling and buying currencies in different foreign exchange markets after analyzing the various factors that influence exchange rates and economies. A foreign currency broker reads the press from other nations, analyzes reports, handles accounts, and spends the most of his time on the phone.