Interview persons desiring to open bank accounts. Explain banking services available to prospective customers and assist them in preparing application form.
- Customer Service Representative
- Safe-Deposit-Box Rental Clerk
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- Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
- Collect and record customer deposits and fees, and issue receipts using computers.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Duplicate records for distribution to branch offices.
- Execute wire transfers of funds.
- Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
- Obtain credit records from reporting agencies.
- Perform foreign currency transactions and sell traveler's checks.
- Perform teller duties as required.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Schedule repairs for locks on safe-deposit boxes.
- answer customer or public inquiries
- collect deposit or payment
- collect fees
- detect discrepancies on records or reports
- explain credit application information
- explain rules, policies or regulations
- fill out business or government forms
- greet customers, guests, visitors, or passengers
- interview customers
- maintain records, reports, or files
- obtain information from individuals
- provide clerical assistance to customers or patients
- provide customer service
- receive or disburse cash related to payments received
- request reports or records
- resolve customer or public complaints
- use computers to enter, access or retrieve data
- use interviewing procedures
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