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.

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

• 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.

• 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.

• 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.

Skills

• 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.

• 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.

• 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.

• 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.

• Provide financial product information

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

• Maintain financial records

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

• Convert currency

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

Optional knowledge and skills

Source: Sisyphus ODB