Matching Pairs People who work in the bankOnline version Dear appprendices, Ths activity aims to practice some vocabulary and definitions about bank positions. Regards, by CARLOS ANDRÉS MORA GONZÁLEZ 1 Investment banker 2 A receptionist or secretary 3 A teller 4 A stock broker 5 A bank manager 6 A financial planner The person in charge of a local office of the bank (called a branch). If you have a serious problem, you may need to speak to him or her. This is the person you have to speak to if you want to buy or sell stock. This is a person who helps people make sure that they have enough money for the future. When people get older, and especially when they retire, they often meet with them. is someone who works at a large, important bank that lends money to other banks. They may help you with simple tasks while you wait to speak to a teller or bank manager is responsible for interacting with customers. They usually sit behind a counter, or sometimes behind piece of glass.