Module 4 – Match the Function - Freddie Mac
Match the Function
Understanding the roles people play in a financial institution will help you to know whom you should talk to when you visit. The objective of this exercise is to help you become familiar with the various job functions at a financial institution.
Directions:
In the left column, you will find a job title of someone who works at a financial institution. In the right column, you will find descriptions that will define each job title. You will want to match the job title to the job function. (Hint: There are two descriptions for each job function.)
When you have finished, place your pen or pencil down.
Good luck!
|Job Title |Job Function |
|Security Guard |Supervises the operations of the financial institution. |
|Teller |Explains services. |
|Customer Service Representative |Stands behind the counter and takes money. |
|Loan Officer |Takes applications for loans offered at the financial institution. |
|Branch Manager |Is stationed at the lobby or at the front door of the financial institution to protect |
| |the vault, money, and other valuables from theft. |
| |Cashes and deposits checks. |
| |Is seated at a desk in the lobby and helps you open your account. |
| |Helps fix problems that cannot be solved by other employees and is the person you ask for|
| |if you have a concern. |
| |Helps you fill out a loan application. |
| |Protects the employees who work there and its customers from someone intending to commit |
| |a crime. |
Match the Function Instructor Key
Below you will find the answers to the quiz. Take this opportunity to help your participants understand the importance of each role a person may play at a financial institution.
Security Guard
E. Is stationed at the lobby or at the front door of the financial institution to protect the vault, money, and other valuables from theft.
J. Protects the employees who work there and its customers from someone intending to commit a crime.
Teller
C. Stands behind the counter and takes money.
F. Cashes and deposits checks.
Customer Service Representative
B. Explains services.
G. Is seated at a desk in the lobby and helps you open your account.
Loan Officer
D. Takes applications for loans offered at the financial institution.
I. Helps you fill out a loan application.
Branch Manager
A. Supervises the operations of the financial institution.
H. Helps fix problems that cannot be solved by other employees and is the person you ask for if you have a concern.
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