What You'll Do

  • Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Obtain credit records from reporting agencies.
  • Collect and record customer deposits and fees and issue receipts, using computers.
  • Investigate and correct errors upon customers' request, according to customer and bank records.
  • Perform teller duties as required.
  • Execute wire transfers of funds.

Essential Skills

Active Listening 4.0/5
Speaking 4.0/5
Reading Comprehension 3.5/5
Service Orientation 3.38/5
Social Perceptiveness 3.25/5
Critical Thinking 3.12/5
Monitoring 3.12/5
Coordination 3.12/5
Writing 3.0/5
Persuasion 3.0/5
Judgment and Decision Making 3.0/5
Mathematics 2.88/5

Career Fit Overview

Use this summary to sense whether the day to day rhythm and focus of this path line up with what energizes you.

Top passions

  • Organizer: Bringing order to data and processes satisfies you.
  • Leader: Taking charge and moving ideas forward motivates you.
  • Helper: Supporting people and making a difference matters to you.

Common styles

Integrity, Attention to Detail, Cooperation, Dependability, Adaptability/Flexibility

Want a personal read on fit. Take the free assessment and see your exact compatibility with this career and many related roles.

Key Abilities

This career demands strong capabilities in the following areas:

Oral Comprehension 4.0/5
Oral Expression 4.0/5
Written Comprehension 3.75/5
Near Vision 3.75/5
Speech Recognition 3.62/5
Speech Clarity 3.62/5
Deductive Reasoning 3.25/5
Problem Sensitivity 3.12/5

Technologies & Tools

Accounting software Corporate Information Factory CIF DCI iCore Email software Financial needs analysis software Fiserv financial services software Harland Financial Solutions DepositPro IBM Lotus Notes IPS-Sendero Relationship Profitability Manager Catalyst Microsoft Dynamics GP Microsoft Excel Microsoft Internet Explorer Microsoft Office software Microsoft PowerPoint Microsoft SharePoint Microsoft Word Systems Union Group MIS DecisionWare Web browser software Word processing software

Work Environment & Style

Common Styles for This Career

  • Integrity (High importance: 4.68/5)
  • Attention to Detail (High importance: 4.48/5)
  • Cooperation (High importance: 4.36/5)
  • Dependability (High importance: 4.33/5)
  • Adaptability/Flexibility (High importance: 4.28/5)

Want to see how YOUR work style matches this career?

Take Free 15-Min Assessment →

How to Become One

This career typically requires vocational school, related on-the-job experience, or an associate's degree. Some specialized training or certification may also be required.

Similar Careers to Explore

Credit Authorizers, Checkers, and Clerks

99.8% similar profile

Tax Examiners and Collectors, and Revenue Agents

99.7% similar profile

Loan Interviewers and Clerks

99.7% similar profile

Human Resources Assistants, Except Payroll and Timekeeping

99.7% similar profile

Receptionists and Information Clerks

99.7% similar profile

Secretaries and Administrative Assistants, Except Legal, Medical, and Executive

99.7% similar profile

Court, Municipal, and License Clerks

99.6% similar profile

Bill and Account Collectors

99.5% similar profile

Also Known As

This career is known by many different job titles across industries. Here are all the variations:

Admit Clerk Bank Representative Banking Services Clerk Banking Services Representative Bilingual Personal Banker Bilingual Spanish Personal Banker Branch Service Specialist Customer Service Specialist Financial Service Representative Financial Services Officer Financial Services Representative Member Service Representative New Accounts Banking Representative New Accounts Clerk New Accounts Representative New Client Banking Services Clerk Personal Banker Personal Banker Associate Relationship Banker Retail Banker Retail Personal Banker Safe Deposit Box Rental Clerk Universal Banker