Description
Interview and advise customers on banking services; open and service accounts, explain products and policies, assist with applications and digital enrollment, and make referrals to specialists as needed.
- • Answer customers' questions and explain banking products and services, including checking, savings, CDs, credit cards, and digital banking.
- • Open new accounts; collect documentation, enter data, and maintain electronic and paper records.
- • Assess needs and refer customers to specialists for mortgages, investments, and business services.
- • Interview customers and verify identity and eligibility for accounts, safe-deposit boxes, and services.
- • Explain and process applications for debit cards, direct deposit, overdraft services, and certificates of deposit.
- • Obtain and review credit reports for loans, credit cards, and overdraft lines.
- • Accept deposits, payments, and fees; post transactions and issue receipts.
- • Research and resolve account errors, disputes, and fee inquiries using bank systems and records.
- • Perform teller functions during peak times, including cash handling and balancing.
- • Initiate domestic and international wire transfers and set up ACH payments when applicable.
- • Scan, index, and route account documents for retention and audit purposes.
- • Manage safe-deposit access; issue keys, admit customers to vaults, and update records.
- • Process foreign currency orders and issue cashier's checks and money orders.
- • Coordinate maintenance for safe-deposit boxes, including lock repairs.
- • Take and process consumer loan and credit card applications; gather stipulations and communicate decisions.
Related specializations
Interview options
Interview options
Interviewee gender
Interviewee accent
Interview time
Related Pathways
Financial Services
View
Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
Learn more
Sources & Standards:
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
