Typical Tasks
Refer customers to appropriate bank personnel to meet their financial needs.
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.
Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
Compile information about new accounts, enter account information into computers, and file related forms or other documents.
A day in the life
What kind of work is this?
Conventional
Organized, Procedural Work
Enterprising
Business based Work
Social
Working with people
What personality traits do you need to succeed?
Integrity
Attention to Detail
Cooperation
Dependability
Adaptability/Flexibility
Initiative
What key skills are needed for this job?
Active Listening
Speaking
Reading Comprehension
Service Orientation
Social Perceptiveness
Coordination
Expected Knowledge
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Sales and Marketing
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
Administrative
Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
Common Activities
Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
Communicating with Supervisors, Peers, or Subordinates
Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
Establishing and Maintaining Interpersonal Relationships
Developing constructive and cooperative working relationships with others, and maintaining them over time.
