Will “Financial Service Representative” be Automated?

Core Skills & Abilities

• Collect and record customer deposits and fees and issue receipts, using computers.

• Refer customers to appropriate bank personnel to meet their financial needs.

• Investigate and correct errors upon customers' request, according to customer and bank records.

• Obtain credit records from reporting agencies.

• Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.

• Process loan applications.

• Perform foreign currency transactions and sell traveler's checks.

• Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.

• Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.

• Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.

• Schedule repairs for locks on safe-deposit boxes.

• Duplicate records for distribution to branch offices.

• Execute wire transfers of funds.

• Compile information about new accounts, enter account information into computers, and file related forms or other documents.

• Perform teller duties as required.