Description
Interview prospective customers to open new accounts, explain available products and services, verify required documentation, and assist with application completion and account setup.
- • Answer customer questions and explain available products and services, including deposit accounts and certificates of deposit.
- • Collect and verify new-account information, capture identification per CIP/KYC, enter data, and file required documents.
- • Refer customers to appropriate bank staff for specialized services or advice.
- • Interview customers to obtain information for opening accounts or renting safe-deposit boxes.
- • Explain application procedures for debit/ATM cards, direct deposit, and other account services.
- • Obtain and review credit reports from reporting agencies when required.
- • Collect and record initial deposits and fees, and issue receipts.
- • Research and resolve account errors or discrepancies using bank and customer records.
- • Perform teller transactions as needed to support branch operations.
- • Process domestic and international wire transfers.
- • Duplicate and distribute account records to branch offices as needed.
- • Issue initial and replacement safe-deposit keys and admit customers to vaults.
- • Process foreign currency exchanges and sell traveler's checks.
- • Schedule repairs for safe-deposit box locks and coordinate with vendors.
- • Accept and process basic consumer loan applications or refer to lending staff.
Related specializations
Interview options
Interview options
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Related Pathways
Financial Services
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Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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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
