Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.
- Coupon Clerk
- Foreign Banknote Teller-Trader
- Teller
- Teller, Vault
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- Arrange monies received in cash boxes and coin dispensers according to denomination.
- Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
- Carry out special services for customers, such as ordering bank cards and checks.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- Compute financial fees, interest, and service charges.
- Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
- Count, verify, and post armored car deposits.
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
- Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
- Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
- Identify transaction mistakes when debits and credits do not balance.
- Inform customers about foreign currency regulations, and compute transaction fees for currency exchanges.
- Issue checks to bond owners in settlement of transactions.
- Monitor bank vaults to ensure cash balances are correct.
- Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
- Order a supply of cash to meet daily needs.
- Perform clerical tasks such as typing, filing, and microfilm photography.
- Prepare and verify cashier's checks.
- Prepare work schedules for staff.
- Process and maintain records of customer loans.
- Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Quote unit exchange rates, following daily international rate sheets or computer displays.
- Receive and count daily inventories of cash, drafts, and travelers' checks.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Resolve problems or discrepancies concerning customers' accounts.
- Sort and file deposit slips and checks.
- answer customer or public inquiries
- assign work to staff or employees
- calculate monetary exchange
- compile data for financial reports
- compute financial data
- examine financial documents to verify issue
- greet customers, guests, visitors, or passengers
- maintain account records
- maintain records, reports, or files
- monitor currency, coin, or checks in cash drawer
- note discrepancies in financial records
- obtain information from individuals
- operate business machines
- prepare bank deposits
- prepare correspondence relating to financial discrepancies
- provide customer service
- receive or disburse cash related to payments received
- reconcile or balance financial records
- resolve customer or public complaints
- sell products or services
- use computers to enter, access or retrieve data
- use oral or written communication techniques
- use spreadsheet software
- verify bank or financial transactions
- verify signatures for financial transactions
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