Profession bank teller

Counter clerks deal directly with clients of banks or post offices in connection with receiving, changing and paying out money, or providing mail services.

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Personality Type

  • Conventional / Enterprising

Related professions banking

  • Account manager
  • Account manager for other clients
  • Account manager for private clients
  • Account manager for wholesale clients
  • Bank clerk (back-office)
  • Bank teller (front-office)
  • Commodity broker
  • 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

Knowledge

  • Banking activities

    The broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, foreign exchange trading, commodity trading, trading in equities, futures and options trading.

  • Financial jurisdiction

    Financial rules and procedures applicable to a certain location, whose regulatory bodies decide on its jurisdiction

  • Customer service

    Processes and principles related to the customer, client, service user and to personal services; these may include procedures to evaluate customer's or service user's satisfaction.

  • Financial products

    The different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.

Skills

  • Handle financial transactions

    Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.

  • Produce statistical financial records

    Review and analyse individual and company financial data in order to produce statistical reports or records.

  • Provide financial product information

    Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.

  • Offer financial services

    Provide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.

  • Maintain financial records

    Keep track of and finalise all formal documents representing the financial transactions of a business or project.

  • Communicate with customers

    Respond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.

  • Convert currency

    Convert valuta from one currency to another at a financial institution such as a bank at the right exchange rate.

  • Trace financial transactions

    Observe, track and analyse financial transactions made in companies or in banks. Determine the validity of the transaction and check for suspicious or high-risk transactions in order to avoid mismanagement.

  • Maintain records of financial transactions

    Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.

Optional knowledge and skills

operate money-processing machine health and safety regulations protect client interests perform clerical duties archive documentation related to the work prepare financial statements advise on financial matters manage digital archives financial markets attach accounting certificates to accounting transactions manage bank vault electronic communication securities accounting techniques foreign valuta ensure safe transport of money ensure proper document management obtain financial information maintain customer records actuarial science operate financial instruments guarantee customer satisfaction manage vault access create a financial report order supplies economics