# Tasks & work activities — bank teller

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.