Profession bank clerk (back-office)

Bank clerks handle the inputting, coding or follow-up of all or part of the administrative tasks related to the financial transactions (changes, funds, transfers, etc.) of clients or the bank.

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Tasks bank clerk (back-office)

• Answer customers' questions and give advice on 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.
• Interview customers to obtain information needed for opening accounts or renting safety deposit boxes.
• Inform customers of procedures for applying for banking services, such as ATM cards, direct deposit of cheques and certificates of deposit.
• Obtain credit records from reporting agencies.
• Collect and record customer deposits and fees, and issue receipts.
• Investigate and correct errors upon customers' request using customer and bank records.
• Perform counter duties as required.
• Execute transfers of funds.

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