Description
Provide front-line support to banking customers, explaining account and digital services, assisting with account opening and maintenance, processing routine transactions, resolving issues, and routing customers to appropriate specialists.
- • Answer customer questions and explain available banking and digital services.
- • Collect and verify information for new accounts and service requests; enter data and maintain records.
- • Interview customers to open accounts or update account features.
- • Guide customers through procedures for debit/ATM cards, direct deposit, online banking, and certificates of deposit.
- • Process deposits, payments, and fees and issue receipts using bank systems.
- • Initiate and monitor wire transfers and stop payments per policy.
- • Research and resolve account discrepancies or errors using customer and bank records.
- • Refer customers to loan officers, financial advisors, or other specialists as needed.
- • Perform teller or call center support duties during peak periods.
- • Assist customers with safe-deposit box access, keys, and maintenance requests.
- • Handle foreign currency exchange and sell official checks or money orders.
- • Prepare and distribute required disclosures, statements, or duplicate records to branches or customers.
- • Schedule service appointments and coordinate follow-up on open issues.
- • Accept and process loan or service applications and route them for approval.
- • Obtain credit or account history reports when required.
Related specializations
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Available on paid plans only
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Related Pathways
Financial Services
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
