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 of clients or the bank, such as changes, funds, transfers, etc.

Personality Type

• Conventional / Enterprising

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.

Related professions banking

• Account manager
• Account manager for other clients
• Account manager for private clients
• Account manager for wholesale clients
• Bank teller (front-office)
• Commodity broker
• Counter clerk
• Credit analyst
• Credit authorizer
• Financial services manager
• First line supervisor back-office clerks
• First line supervisor front-office tellers
• Key account manager
• National account manager
• Regional account manager
• Strategic account managaer

Source: Sisyphus ODB