af05383bb1
Snapshot before the quality program (relevance gates, tiered mapping, QA linter). v1 is the immutable before/after reference; evidence crawl was at ~175/3039 occupations when tagged. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PDKeXvpT6tENSvyQGLV1Uq
41 lines
2.2 KiB
Markdown
41 lines
2.2 KiB
Markdown
# Tasks & work activities — bank account manager
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Source: O*NET 30.3, occupation 43-4141.00 (New Accounts Clerks).
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## Task statements
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- **[Core]** Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
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- **[Core]** Compile information about new accounts, enter account information into computers, and file related forms or other documents.
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- **[Core]** Refer customers to appropriate bank personnel to meet their financial needs.
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- **[Core]** Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
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- **[Core]** Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
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- **[Core]** Collect and record customer deposits and fees and issue receipts, using computers.
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- **[Core]** Investigate and correct errors upon customers' request, according to customer and bank records.
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- **[Core]** Perform teller duties as required.
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- **[Core]** Execute wire transfers of funds.
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- **[Core]** Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
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- **[Supplemental]** Process loan applications.
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- **[Supplemental]** Obtain credit records from reporting agencies.
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- **[Supplemental]** Duplicate records for distribution to branch offices.
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- **[Supplemental]** Perform foreign currency transactions and sell traveler's checks.
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- **[Supplemental]** Schedule repairs for locks on safe-deposit boxes.
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## Detailed work activities
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- Collect deposits, payments or fees.
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- Compile data or documentation.
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- Discuss goods or services information with customers or patrons.
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- Distribute materials to employees or customers.
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- Enter information into databases or software programs.
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- Execute sales or other financial transactions.
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- Explain regulations, policies, or procedures.
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- Interview employees, customers, or others to collect information.
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- Issue money, credit, or vouchers.
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- Obtain personal or financial information about customers or applicants.
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- Operate office equipment.
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- Refer customers to appropriate personnel.
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- Respond to customer problems or complaints.
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- Schedule appointments.
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- Sell products or services.
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- Type documents.
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