skills-core/relationship-banking-manager
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relationship-banking-manager/references/ai-skills.md
skillfactor-pipeline f67afe1991 feat: relationship-banking-manager skill package v0.1.0
2026-08-15 14:23:01 +02:00

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External AI agent skills — relationship-banking-manager

Proven, publicly available AI agent skills mapped to this occupation. Nothing is copied from the sources: every entry is a name, a one-line summary and a link to the upstream skill package. Each section names its source repository, commit, license and retrieval date.

Tiers: core = the skill directly exercises a top market hard skill, tool or method (from gated job-ad evidence) or an essential ESCO competence of this occupation; adjacent = plausibly useful, secondary. Entries are capped at 12 per source and 80 in total per occupation (core first, strongest matches survive); everything beyond the caps is excluded and logged in the pipeline audit trail, not in this package.

Matched deterministically (ISCO group + title/competence keywords, tiered against market evidence + ESCO essentials) by pipeline/p5_enrich_ai_skills.py on 2026-07-14.

Source: anthropics/skills

  • Repository: https://github.com/anthropics/skills (commit f6656c1, retrieved 2026-07-14)
  • License: Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available — see the LICENSE.txt in the upstream skill folder
Skill Tier What it adds Upstream
docx adjacent Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to … source
pdf adjacent Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating … source
xlsx adjacent Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, … source

Source: a5c-ai/babysitter

Skill Tier What it adds Upstream
throughput-accountant core TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support source
three-statement-model-builder core Integrated three-statement financial model builder linking income statement, balance sheet, and cash flow statement with circular reference handling source
xbrl-filing-generator core XBRL financial statement tagging and SEC filing preparation skill source
portfolio-construction core Construct and optimize investment portfolios — asset allocation, risk budgeting, factor exposure management, and mean-variance optimization. source
fraud-risk-assessor core Fraud risk assessment skill based on the fraud triangle with red flag detection source
monte-carlo-financial-simulator adjacent Stochastic simulation skill for financial modeling with probability distributions and risk quantification source
financial-dashboard-generator adjacent Automated financial dashboard and KPI visualization skill with executive reporting capabilities source

Source: aaron-he-zhu/aaron-marketing-skills

Skill Tier What it adds Upstream
attribution-reconciler core Use when platform-reported conversions disagree with GA4/ecommerce, when you suspect Meta and Google are double-counting the same sales, or for a standing (monthly) reconciliation workbook that de-dups stacked credit against an order-ID … source

Source: affaan-m/everything-claude-code

Skill Tier What it adds Upstream
investor-materials core Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or … source

Source: AgriciDaniel/claude-ads

Skill Tier What it adds Upstream
ads-plan core Create a professional paid-advertising strategy covering objectives, economics, platform selection, campaign architecture, audiences, budget, creative, measurement, experiments, governance, rollout, and reporting. Use for ad plan, media … source
ads-optimize adjacent Diagnose and draft or explicitly apply paid-ad optimizations using evidence, financial constraints, experiments, and capability-gated adapters. Use for campaign optimization, budget reallocation, bid changes, pausing or archiving ads, … source

Source: ahacker-1/cre-agent-skills

Skill Tier What it adds Upstream
cre-office core CRE Office analysis suite - 8 specialist skills for U.S. office acquisitions, refinancings, lease-up, tenant credit, TI/LC underwriting, financing fit, and investment committee memo writing. source
cre-due-diligence core CRE Due Diligence analysis suite — 7 specialist skills for multifamily property analysis including rent roll validation, expense benchmarking, market study, physical inspection, environmental review, title review, and tenant credit … source
cre-asset-management adjacent CRE Asset Management analysis suite — 9 specialist skills for post-acquisition multifamily operations including annual budgeting, monthly variance analysis, rent collection, renewal decisions, lease-up tracking, capex execution, NOI … source

Source: alirezarezvani/claude-skills

Skill Tier What it adds Upstream
financial-analyst core Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or … source
risk-management-specialist core Medical device risk management specialist implementing ISO 14971 throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use when user mentions risk management, ISO … source
finance-skills core Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance … source
tech-stack-evaluator core Technology stack evaluation and comparison with TCO analysis, security assessment, and ecosystem health scoring. Use when comparing frameworks, evaluating technology stacks, calculating total cost of ownership, assessing migration paths, … source
cmo-advisor core Marketing leadership for scaling companies. Brand positioning, growth model design, marketing budget allocation, and marketing org design. Use when designing brand strategy, selecting growth models (PLG vs sales-led vs community-led), … source
ma-playbook core M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation. source

Source: basicmachines-co/basic-memory

Skill Tier What it adds Upstream
memory-tasks adjacent Task management via Basic Memory schemas: create, track, and resume structured tasks that survive context compaction. Uses BM's schema system for uniform notes queryable through the knowledge graph. source

Source: brycewang-stanford/Auto-Empirical-Research-Skills

Skill Tier What it adds Upstream
cost-benefit core Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … source
education-data-source-nccs adjacent NCCS — Form 990 data for private nonprofit colleges (Portal: IPEDS-matched, 1993-2016). Revenue, expenses, assets, endowment, governance beyond IPEDS. Use when IRS financial depth needed. Portal ends 2016; public institutions excluded (no … source

Source: codeaholicguy/ai-devkit

Skill Tier What it adds Upstream
dev-planning core AI DevKit · Planning phase guidance for creating and reconciling feature task plans. Use when the user wants to create an implementation plan, update planning docs, mark task progress, capture blockers or new tasks, or run dev-lifecycle … source

Source: coreyhaines31/makerskills

Skill Tier What it adds Upstream
personal-cfo adjacent When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow forecasts, big-purchase decisions, savings/investment what-ifs. For personal … source

Source: davepoon/buildwithclaude

Skill Tier What it adds Upstream
financial-model core Run deterministic financial models for startup valuation and SaaS health analysis. Triggered by: "/venture-capital-intelligence:financial-model", "run a financial model on X", "DCF this company", "model the financials", "calculate runway", … source

Source: davila7/claude-code-templates

Skill Tier What it adds Upstream
risk-management-specialist core Senior Risk Management specialist for medical device companies implementing ISO 14971 risk management throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use for … source
gh-fix-ci core Inspect GitHub PR checks with gh, pull failing GitHub Actions logs, summarize failure context, then create a fix plan and implement after user approval. Use when a user asks to debug or fix failing PR CI/CD checks on GitHub Actions and … source

Source: foryourhealth111-pixel/Vibe-Skills

Skill Tier What it adds Upstream
edgartools core Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), … source

Source: googleworkspace/cli

Skill Tier What it adds Upstream
recipe-log-deal-update core Append a deal status update to a Google Sheets sales tracking spreadsheet. source

Source: harperreed/dotfiles

Skill Tier What it adds Upstream
personal-finance-planning core Use when asked to organize finances, create a budget, plan debt payoff, build savings goals, audit subscriptions, or do any personal money management task. Triggers on "budget", "finances", "savings", "debt", "subscriptions", "emergency … source

Source: himself65/finance-skills

Skill Tier What it adds Upstream
yfinance-data core Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market … source

Source: indranilbanerjee/digital-marketing-pro

Skill Tier What it adds Upstream
qbr-plan core Prepare a Quarterly Business Review. Use when: building QBR presentations, client performance reviews, or strategy updates. source
media-plan core Create a paid media plan. Use when: building media buy schedules, cross-channel budget allocation, or creative rotation calendars. source

Source: jeremylongshore/claude-code-plugins-plus-skills

Skill Tier What it adds Upstream
fondo-debug-bundle core Collect diagnostic information for Fondo support including integration status, transaction discrepancies, and financial data reconciliation issues. Trigger: "fondo debug", "fondo support", "fondo diagnostic", "fondo reconciliation". source
find-cpa-firm core Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A … source
fondo-core-workflow-a core Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo … source
fondo-upgrade-migration core Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity. Trigger: "migrate to fondo", "switch to fondo", "fondo migration", "change accountant". source
fondo-webhooks-events core Implement event-driven financial workflows using webhooks from Fondo-connected services: Stripe payment events, Gusto payroll events, and Plaid transactions. Trigger: "fondo webhooks", "fondo events", "stripe payroll webhooks", "financial … source
snowflake-cost-tuning core Optimize Snowflake costs with resource monitors, warehouse auto-suspend, right-sizing, and credit consumption analysis. Use when analyzing Snowflake billing, reducing credit consumption, or implementing cost controls and budget alerts. … source
form-deck core Use when asked to design a pitch deck, presentation, or slide set. Examples: "design a pitch deck", "create a sales deck", "make a conference presentation", "build an investor deck", "help me present this to the board", "create slides for … source
hubspot-bulk-migration core Bulk-migrate CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or export off HubSpot — with field mapping, ID continuity, association re-linking, dedup safety, rate-limit budgeting, and rollback mitigation across 100K+ record … source
oraclecloud-sdk-patterns core Production-grade OCI SDK patterns for client lifecycle, retry logic, and memory leak avoidance. Use when building long-running OCI services, fixing memory leaks with Instance Principal auth, or implementing retry/backoff. Trigger with "oci … source
calculating-crypto-taxes core Calculate cryptocurrency tax obligations with cost basis tracking, capital gains computation, and Form 8949 generation. Use when calculating crypto taxes, generating tax reports, comparing cost basis methods, or identifying taxable events. … source
ink-calendar core Build a content calendar — editorial plan, publishing cadence, topic assignment, and distribution workflow. Use when asked to "build a content calendar", "plan our content for the quarter", "how often should we publish", or "create an … source
fondo-hello-world adjacent Verify Fondo setup by checking financial data sync, reviewing categorized transactions, and confirming R&D tax credit eligibility. Trigger: "fondo first sync", "fondo verify", "fondo hello world", "fondo test". source

Source: K-Dense-AI/claude-scientific-skills

Skill Tier What it adds Upstream
xlsx core Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … source

Source: K-Dense-AI/scientific-agent-skills

Skill Tier What it adds Upstream
xlsx core Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … source

Source: kazukinagata/shinkoku

Skill Tier What it adds Upstream
settlement core This skill should be used when the user needs to perform year-end closing adjustments (決算整理), review financial statements (決算書), compute depreciation, or review their trial balance. Trigger phrases include: "決算", "決算整理", "決算書を作る", "減価償却", … source

Source: microsoft/skills

Skill Tier What it adds Upstream
azure-ai-projects-dotnet core Azure AI Projects SDK for .NET. High-level client for Azure AI Foundry projects including agents, connections, datasets, deployments, evaluations, and indexes. Use for AI Foundry project management, versioned agents, and orchestration. … source

Source: mohitagw15856/pm-claude-skills

Skill Tier What it adds Upstream
credit-memo core Write a credit memo for a lending decision: borrower story, facility structure, repayment sources, financial-ratio spread with covenant headroom, risk factors with mitigants, risk-rating rationale, and a recommendation. Use when asked to … source
kyc-escalation core Write an internal KYC/AML escalation memo: a factual time-stamped trigger description, customer-profile vs activity mismatch analysis, red-flag taxonomy mapping, outstanding information, and a recommendation with rationale. Use when asked … source
financial-statement-explainer core Explain a financial statement (P&L, balance sheet, or cash flow) in plain English. Use when asked to explain a P&L / income statement, a balance sheet, a cash flow statement, or to make financials understandable to a non-finance reader. … source
invoice-generator core Create a professional, complete invoice for a client or customer. Use when asked to write an invoice, create a bill, draft a freelance/contractor invoice, or set up an invoice template. Produces a clear invoice — your and the client's … source
lifecycle-crm-plan core Design lifecycle marketing / CRM journeys across the customer lifecycle. Use when asked to plan onboarding emails, lifecycle/CRM campaigns, drip sequences, re-engagement or winback flows, or a messaging calendar. Produces a lifecycle plan … source
win-loss-analysis core Analyze why deals are won and lost and turn it into an action plan. Use when asked to run a win/loss analysis, review closed-won and closed-lost deals, understand why the team is losing to a competitor, or summarize sales feedback into … source
slide-deck core Build a real, editable PowerPoint (.pptx) deck from an outline or brief. Use when asked to make a slide deck, a PowerPoint, a pitch/board/sales deck as an actual file, or to turn a doc/notes into slides. Produces an actual .pptx via a … source
multi-source-signal-synthesiser core Synthesises user signals from multiple research sources into a unified, weighted insight brief. Use when you have data from interviews, support tickets, NPS verbatims, app reviews, or sales calls and need to reconcile contradictions, … source
excel-model adjacent Build a real, formula-driven Excel (.xlsx) model — not a static table. Use when asked to build an Excel model, a financial model, a budget/forecast spreadsheet, or any .xlsx with live formulas a user can edit. Produces an actual .xlsx file … source
financial-model-narrative adjacent Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive … source

Source: mukul975/Anthropic-Cybersecurity-Skills

Skill Tier What it adds Upstream
analyzing-macro-malware-in-office-documents core Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … source

Source: nexscope-ai/eCommerce-Skills

Skill Tier What it adds Upstream
supply-chain-optimization-tiktok core Supply Chain Bottleneck Analyzer for TikTok Shop sellers. Diagnose cash flow, inventory turnover, affiliate commissions, and return rates. Includes FBT cost analysis, influencer payout optimization, and viral product lifecycle management. … source
supply-chain-optimization-shopify core Supply Chain Bottleneck Analyzer for Shopify/DTC stores. Diagnose cash flow, inventory, shipping costs, and customer acquisition efficiency. Includes CAC/LTV analysis, 3PL cost optimization, and ad spend benchmarks. No API key required for … source
shopify-tax-compliance core Tax setup and compliance — sales tax, VAT, duty collection, tax-exempt customers, reporting source
etsy-advertising adjacent Etsy Ads strategy — budget allocation, bid management, promoted listings, offsite ads opt-out analysis source

Source: nexu-io/open-design

Skill Tier What it adds Upstream
slides core Create and edit .pptx presentation decks with PptxGenJS. Useful for sales decks, kickoff briefs, and design-system showcases. source
huashu-bento-insight core Open Design vs closed cloud design tools: a side-by-side displacement case on control, cost (BYOK), and lock-in. Built as a decision-grade B2B sales deck for evaluation committee. source
finance-report adjacent Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief mentions "financial report", "Q3 report", "MRR review", "P&L", or "财报". source

Source: nowork-studio/NotFair

Skill Tier What it adds Upstream
google-ads core Manage Google Ads — performance, keywords, bids, budgets, negatives, campaigns, ads, search terms, QS, location targeting, bulk operations, experiments, asset management, portfolio bidding, offline conversions. Use for any mention of … source

Source: nowork-studio/notfair-plugin

Skill Tier What it adds Upstream
google-ads core Manage Google Ads — performance, keywords, bids, budgets, negatives, campaigns, ads, search terms, QS, location targeting, bulk operations, experiments, asset management, portfolio bidding, offline conversions. Use for any mention of … source
paid-ads-launch core Plan and prepare a new paid-media campaign or cross-channel test before it can spend. Use when asked to create, launch, start, set up, or allocate budget to an advertising campaign on any supported platform. source

Source: open-gitagent/opengap

Skill Tier What it adds Upstream
document-review core Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the … source

Source: ruvnet/claude-code-flow

Skill Tier What it adds Upstream
pod-sales core Run one tick of the sales business-pod (ADR-164 §4.1, Phase 2). Loads templates/sales.json, validates it against the pod-schema, resolves agents against ruflo's agent registry, reserves budget via the Phase-2 file-based stub ledger (atomic … source

Source: ruvnet/ruflo

Skill Tier What it adds Upstream
pod-sales core Run one tick of the sales business-pod (ADR-164 §4.1, Phase 2). Loads templates/sales.json, validates it against the pod-schema, resolves agents against ruflo's agent registry, reserves budget via the Phase-2 file-based stub ledger (atomic … source

Source: sergebulaev/linkedin-skills

Skill Tier What it adds Upstream
linkedin-employee-advocacy core Stand up and run a LinkedIn employee advocacy program for a marketing or sales team. Covers 14-day launch playbook, brand-guideline governance, per-post time budget, cadence benchmarks, and team ROI (reach, engagement, pipeline). Triggers … source

Source: vibeeval/vibecosystem

Skill Tier What it adds Upstream
minimax-xlsx core Open, create, read, analyze, edit, or validate Excel/spreadsheet files (.xlsx, .xlsm, .csv, .tsv). Use when the user asks to create, build, modify, analyze, read, validate, or format any Excel spreadsheet, financial model, pivot table, or … source

Source: zebbern/claude-code-guide

Skill Tier What it adds Upstream
vc-industry-research core Generate professional primary market / venture capital industry research reports, including sector deep-dives, investment memos, and market analysis. Produces detailed PDF reports covering TMT, consumer, healthcare, and industrials. … source