How do they match: Tellers

  • Customer Relationship Specialist
  • Customer Service Associate
  • Customer Service Representative
  • Receiving Teller

  • Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.

  • Receive and count daily inventories of cash, drafts, and travelers' checks.
  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  • Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
  • Answer telephones and assist customers with their questions.
  • Arrange monies received in cash boxes and coin dispensers according to denomination.
  • Carry out special services for customers, such as ordering bank cards and checks.
  • Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
  • Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
  • Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
  • Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
  • Explain, promote, or sell products or services, such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
  • Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
  • Process and maintain records of customer loans.
  • Resolve problems or discrepancies concerning customers' accounts.

  • Answer customer questions about goods or services.
  • Issue documentation or identification to customers or employees.
  • Obtain personal or financial information about customers or applicants.
  • Respond to customer problems or complaints.