Personal Banking Representative
Competency-based
ONET: 43-3071.00
1
Years
17
Skills
Curriculum
- Financial Accounting & Lab
- Banking Fundamentals, Evolution and Compliance, formally known as Principles of Banking
- Marketing for Financial Services
- Money, Banking and Financial Markets
- Essentials for Retail Lending
- Relationship Selling and Sales Strategies
On-the-job training
- Execute Sales or Other Financial Transactions
- Execute wire transfers of funds
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
- Balance currency and coin in cash drawers at the end of shift(s) and calculate daily transactions, using computers and calculators
- Carry out special services for customers, such as ordering bank cards and checks
- Collect Deposits, Payments or Fees
- Collect and record customer deposits and fees, verify amounts, check accuracy of deposit slips, prepare large currency reports, and issue receipts using computers
- Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to the Federal Reserve
- Compile Data or Documentation
- Compile information about new accounts, enter account information into computers, and file related forms or other documents
- Enter Information into Databases or Software Programs
- Compile information about new accounts, enter account information into computers, and file related forms or other documents
- Type Documents
- Compile information about new accounts, enter account information into computers, and file related forms or other documents
- Explain Regulations, Policies, or Procedures
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit
- Discuss Goods or Services Information with Customers or Patrons
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities
- Obtain Personal or Financial Information About Customers or Applicants
- Obtain and process information required for the provision of services, such as opening accounts, savings plans, obtain credit records, renting safe-deposit boxes, and purchasing bonds.
- Refer Customers to Appropriate Personnel
- Refer customers to appropriate bank personnel to meet their financial needs
- Respond to Customer Problems or Complaints
- Investigate and correct errors upon customers' request, according to customer and bank records
- Distribute Materials to Employees or Customers
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults
- Sell Products or Services
- Explain, promote, or sell products or services, such as certificate of deposit, safe- deposit boxes, and cashier's checks, using computerized information about customers to tailor recommendations
- Operate Office Equipment
- Answer telephones and assist customers with their questions
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Made in the USA.