According to people in this career, the main tasks are...
| Task | Importance |
|---|---|
| Perform teller duties as required. | 92% |
| Process loan applications. | 91% |
| Compile information about new accounts, enter account information into computers, and file related forms or other documents. | 91% |
| Collect and record customer deposits and fees and issue receipts, using computers. | 91% |
| Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit. | 90% |
| Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities. | 89% |
| Obtain credit records from reporting agencies. | 87% |
| Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes. | 86% |
| Refer customers to appropriate bank personnel to meet their financial needs. | 86% |
| Investigate and correct errors upon customers' request, according to customer and bank records. | 81% |
| Execute wire transfers of funds. | 81% |
| Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults. | 81% |
| Schedule repairs for locks on safe-deposit boxes. | 64% |
| Perform foreign currency transactions and sell traveler's checks. | 56% |
| Duplicate records for distribution to branch offices. | 53% |