Description
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
- • 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.
- • Duplicate records for distribution to branch offices.
- • Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
- • Perform foreign currency transactions and sell traveler's checks.
- • Schedule repairs for locks on safe-deposit boxes.
- • Process loan applications.
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
