Any mentor is expected to perform well at:

• Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.
• Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.
• Convincing others to accept and idea or to otherwise change their minds or actions in accordance to the companies objectives.
• Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Analyzers will often perform the following tasks:

• Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
• Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
• Assessing the value, importance, or quality of things or people.
• Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

• Determining customers’ financial services needs and preparing proposals to selling services that address these needs.
• Contacting prospective customers for presenting information and explaining available services.
• Selling services or equipment, such as trusts, investments, or checking processing services.
• Preparing forms or agreements for completing sales.
• Developing prospects from current commercial customers, referral leads, or sales or trade meetings.
• Reviewing business trends to advising customers regarding expected fluctuations.
• Making presentations on financial services to groups for attracting new clients.