Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
- Administrative Assistant
- Application Processor
- Bank Representative
- Banking Services Clerk
- Consumer Banker
- Customer Service Officer
- Customer Service Representative
- Customer Service Specialist
- Financial Service Representative
- Financial Services Counselor
- Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
- Perform teller duties as required.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Collect and record customer deposits and fees, and issue receipts using computers.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Execute wire transfers of funds.
- Perform foreign currency transactions and sell traveler's checks.
People who work in this occupation generally have the interest code: CES.
This means people who work in this occupation generally have Conventional interests, but also prefer Enterprising and Social environments.
People who work in this occupation generally prize Support, but also value Relationships 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.
- 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.
- Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
- English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
- Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
- 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.
- Service Orientation - Actively looking for ways to help people.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
- Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
These occupations usually require a high school diploma.
In 2012, the average annual wage in California was $35,970.00 with most people making between $26,460.00 and $46,990.00
During 2010, this occupation employed approximately 4,600 people in California. It is projected that there will be 5,000 employed in 2020.
This occupation will have about 50 openings due to growth and about 130 replacement openings for approximately 180 total annual openings.
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- Executive Secretaries and Executive Administrative Assistants
- Legal Secretaries
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majorBanking and Financial Support Services
collegeCity College of San Francisco
onetCounter and Rental Clerks
majorAccounting and Finance
collegeCalifornia State University-Fresno
collegeSeton Hill University
collegeUniversity of California-Berkeley
onetCustomer Service Representatives