Opens accounts, explains and processes investments and other financial services, and corrects records by interviewing customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, savings bonds, and securities. Rents safe deposit boxes. Types account information obtained from customer on record card or form, and enters into computer. Answers customer questions and investigates and corrects errors, following customer and establishment records. Presents funds received from customer to Teller for deposit, and obtains receipt for customer. Executes wire transfers of funds.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED