Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
Compile information about new accounts, enter account information into computers, and file related forms or other documents.
Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Operate office equipment.
Discuss goods or services information with customers or patrons.
Enter information into databases or software programs.
Interview employees, customers, or others to collect information.
Obtain personal or financial information about customers or applicants.
