Description
Advise clients, open and service personal accounts, recommend banking products, process applications, and provide ongoing support across branch and digital channels.
- • Conduct financial needs assessments and recommend checking, savings, credit card, and consumer loan products.
- • Open new personal accounts, gather KYC/CIP information, and complete required documentation.
- • Enroll clients in digital banking, debit cards, direct deposit, mobile deposit, and bill pay.
- • Process applications for credit cards, personal loans, and lines of credit; obtain and review credit reports.
- • Fund new accounts, collect required fees, and issue receipts.
- • Answer client inquiries on account features, rates, fees, and policies.
- • Investigate and resolve account errors or service issues using bank records and systems.
- • Execute domestic and international wire transfers and set up ACH services per policy.
- • Assist with teller transactions and branch coverage during peak periods.
- • Provide access to and manage safe-deposit box services, including admissions, key issuance, and maintenance requests.
- • Support foreign currency purchases and related travel services as available.
- • Refer clients to specialists for mortgages, investments, small-business banking, and insurance.
- • Maintain accurate records, file forms, and ensure compliance with BSA/AML, CIP, and privacy regulations.
- • Build and manage a book of business through outreach, appointment setting, and follow-ups.
- • Track sales activities and meet individual and branch performance goals.
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
