Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
- Banking Services Representative
- Customer Service Specialist
- Financial Service Representative
- Financial Services Representative
- Member Service Representative
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- New Accounts Clerk
- New Accounts Representative
- Personal Banker
- Relationship Banker
- Universal Banker
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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.
All 15 displayed
- 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.
- Process loan applications.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Schedule repairs for locks on safe-deposit boxes.
5 of 15 displayed
- Collect deposits, payments or fees.
- Compile data or documentation.
- Discuss goods or services information with customers or patrons.
- Distribute materials to employees or customers.
- Enter information into databases or software programs.
All 15 displayed
- Collect deposits, payments or fees.
- Compile data or documentation.
- Discuss goods or services information with customers or patrons.
- Distribute materials to employees or customers.
- Enter information into databases or software programs.
- Execute sales or other financial transactions.
- Explain regulations, policies, or procedures.
- Interview employees, customers, or others to collect information.
- Obtain personal or financial information about customers or applicants.
- Operate office equipment.
- Refer customers to appropriate personnel.
- Respond to customer problems or complaints.
- Schedule appointments.
- Sell products or services.
- Type documents.
- Financial Management Technician (Army - Enlisted)
- Pay Clerk (Navy - Enlisted)
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- Unit Supply Specialist (Army - Enlisted)
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No information available.
- Customer Service Representative
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- Safe-Deposit-Box Rental Clerk
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