skillfactor-pipeline/skills/bank-account-manager/references/tasks.md

Tasks & work activities — bank account manager

Source: O*NET 30.3, occupation 43-4141.00 (New Accounts Clerks).

Task statements

• [Core] Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
• [Core] Compile information about new accounts, enter account information into computers, and file related forms or other documents.
• [Core] Refer customers to appropriate bank personnel to meet their financial needs.
• [Core] Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
• [Core] Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
• [Core] Collect and record customer deposits and fees and issue receipts, using computers.
• [Core] Investigate and correct errors upon customers' request, according to customer and bank records.
• [Core] Perform teller duties as required.
• [Core] Execute wire transfers of funds.
• [Core] Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
• [Supplemental] Process loan applications.
• [Supplemental] Obtain credit records from reporting agencies.
• [Supplemental] Duplicate records for distribution to branch offices.
• [Supplemental] Perform foreign currency transactions and sell traveler's checks.
• [Supplemental] Schedule repairs for locks on safe-deposit boxes.

Detailed work activities

• Collect deposits, payments or fees.
• Compile data or documentation.
• Discuss goods or services information with customers or patrons.
• Distribute materials to employees or customers.
• Enter information into databases or software programs.
• Execute sales or other financial transactions.
• Explain regulations, policies, or procedures.
• Interview employees, customers, or others to collect information.
• Issue money, credit, or vouchers.
• Obtain personal or financial information about customers or applicants.
• Operate office equipment.
• Refer customers to appropriate personnel.
• Respond to customer problems or complaints.
• Schedule appointments.
• Sell products or services.
• Type documents.