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; 1,703 entry-level openings are live across them now.
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
18 open now
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
411 open now
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)
311 open now
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
33 open now
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
807 open now
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
68 open now
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
55 open now
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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