Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.
- Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
- Prepare work schedules for staff.
- Quote unit exchange rates, following daily international rate sheets or computer displays.
- Compute financial fees, interest, and service charges.
- Issue checks to bond owners in settlement of transactions.
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- Monitor bank vaults to ensure cash balances are correct.
- Count, verify, and post armored car deposits.
- Process and maintain records of customer loans.
People who work in this occupation generally have the interest code: CE.
This means people who work in this occupation generally have Conventional interests, but also prefer Enterprising environments.
People who work in this occupation generally prize Relationships, but also value Support and Independence in their jobs.
- Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
- Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
- Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
- Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Speaking - Talking to others to convey information effectively.
- Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
- Mathematics - Using mathematics to solve problems.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Service Orientation - Actively looking for ways to help people.
- Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
These occupations usually require a high school diploma.
In 2014, the average annual wage in United States was $26,650 with most people making between $20,070 and $35,950
During 2012, this occupation employed approximately 545,300 people in United States. It is projected that there will be 551,000 employed in 2022.
This occupation will have about 570 openings due to growth and about 25,410 replacement openings for approximately 25,980 total annual openings.
onetCustomer Service Representatives
majorAccounting and Business/Management
onetOffice Clerks, General
majorBusiness Administration and Management, General
collegeCity College of San Francisco
majorBanking and Financial Support Services
collegeUniversity of California-Berkeley
collegeFresno City College