Will “Personal Banking Assistant” be Replaced By Robots? 🤔
99% Chance of Automation
“Personal Banking Assistant” will certainly be replaced by robots.
This job is ranked #693 out of #702. A higher ranking (i.e., a lower number) means the job is less likely to be replaced.
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
- The SOC (Standard Occupational Classification) code is 43-4141.00
- The Mean Annual Wage in the U.S. is $ 36,480.00
- The Mean Hourly Wage is $ 17.00
- Currently, there are 41,630 people on this job
☝️ Information based on the reference occupation “New Accounts Clerks”.
Also Known As…
- New Accounts Clerks
- Retail Service Representative
- Retail Banker
- Relationship Manager
- Personal Banker
- New Accounts Representative
- Member Service Representative
- Loan Processor
- Financial Services Representative
- Customer Service Representative
- Administrative Assistant
- Universal Banker
- Savings Counselor
- Sales Specialist
- Safe Deposit Box Rental Clerk
- Retail Personal Banker
- Relationship Banker
- Personal Banking Representative
- New Client Banking Services Clerk
- New Accounts Banking Representative
- Financial Services Counselor
- Financial Service Representative
- Customer Service Specialist
- Customer Service Officer
- Consumer Banker
- Banking Services Clerk
- Bank Representative
- Application Processor
Tasks for “Personal Banking Assistant”
- Schedule repairs for locks on safe-deposit boxes.
- Perform teller duties as required.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Duplicate records for distribution to branch offices.
- Execute wire transfers of funds.
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
- Process loan applications.
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
- Collect and record customer deposits and fees and issue receipts, using computers.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
- Obtain credit records from reporting agencies.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Perform foreign currency transactions and sell traveler's checks.
Related Technology & Tools
- Personal computers
- Teller terminals
- 10-key calculators
- Microsoft Excel
- Microsoft Word
- DCI iCore
- Financial needs analysis software
- Systems Union Group MIS DecisionWare
- Email software
- Microsoft PowerPoint
- Microsoft SharePoint
- IPS-Sendero Relationship Profitability Manager Catalyst
- Web browser software
- IBM Lotus Notes
- Harland Financial Solutions DepositPro
- Corporate Information Factory CIF
- Microsoft Office
- Microsoft Internet Explorer
- Data entry software