What You'll Do

  • 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.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Obtain credit records from reporting agencies.
  • Collect and record customer deposits and fees and issue receipts, using computers.
  • Investigate and correct errors upon customers' request, according to customer and bank records.
  • Perform teller duties as required.
  • Execute wire transfers of funds.

Essential Skills

Active Listening 4.0/5
Speaking 4.0/5
Reading Comprehension 3.5/5
Service Orientation 3.38/5
Social Perceptiveness 3.25/5
Critical Thinking 3.12/5
Monitoring 3.12/5
Coordination 3.12/5
Writing 3.0/5
Persuasion 3.0/5
Judgment and Decision Making 3.0/5
Mathematics 2.88/5

Career Fit Overview

Use this summary to understand the kind of profile this role rewards. It helps you judge whether this career looks like a stronger match than your current role, a nearby move worth exploring, or a broader path to compare more seriously.

Top passions

  • Organizer: Bringing order to data and processes satisfies you.
  • Leader: Taking charge and moving ideas forward motivates you.
  • Helper: Supporting people and making a difference matters to you.

Common styles

Dependability, Attention to Detail, Cooperation, Integrity, Social Orientation

Want a personal read on fit? Take the free assessment and compare this career to your current role, nearby alternatives, and broader stronger-fit options.

Key Abilities

This career demands strong capabilities in the following areas:

Oral Comprehension 4.0/5
Oral Expression 4.0/5
Written Comprehension 3.75/5
Near Vision 3.75/5
Speech Recognition 3.62/5
Speech Clarity 3.62/5
Deductive Reasoning 3.25/5
Problem Sensitivity 3.12/5

Technologies & Tools

Accounting software Corporate Information Factory CIF DCI iCore Email software Financial needs analysis software Fiserv financial services software Harland Financial Solutions DepositPro IBM Lotus Notes IPS-Sendero Relationship Profitability Manager Catalyst Microsoft Dynamics GP Microsoft Excel Microsoft Internet Explorer Microsoft Office software Microsoft PowerPoint Microsoft SharePoint Microsoft Word Systems Union Group MIS DecisionWare Web browser software Word processing software

Work Environment & Strengths

Common Strengths for This Career

  • Dependability (High importance: 4.77/5)
  • Attention to Detail (High importance: 4.63/5)
  • Cooperation (High importance: 4.51/5)
  • Integrity (High importance: 4.49/5)
  • Social Orientation (High importance: 4.49/5)

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How to Become One

This career typically requires vocational school, related on-the-job experience, or an associate's degree. Some specialized training or certification may also be required.

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Also Known As

This career is known by many different job titles across industries. Here are all the variations:

Admit Clerk Bank Representative Banking Services Clerk Banking Services Representative Bilingual Personal Banker Bilingual Spanish Personal Banker Branch Service Specialist Customer Service Specialist Financial Service Representative Financial Services Officer Financial Services Representative Member Service Representative New Accounts Banking Representative New Accounts Clerk New Accounts Representative New Client Banking Services Clerk Personal Banker Personal Banker Associate Relationship Banker Retail Banker Retail Personal Banker Safe Deposit Box Rental Clerk Universal Banker

Career Fit FAQs

Is this career a good fit for me

This page shows the role itself. To see personal fit, use the assessment to compare your interests, motivations, and strengths against this career and against the role you are in now.

Can this help if I want to stay in my field

Yes. Many people use career pages like this to compare nearby roles in the same field and see whether they need a full switch or a better-fit version of the work they already know.

What should I compare first

Start with the daily tasks, the preparation level, and the work-style signals on this page. Then use the assessment to see whether this role looks like a stronger fit than your current role or just a different title.