How do they match: Tellers

  • Customer Service Associate
  • Customer Service Representative
  • Customer Relationship Specialist
  • Financial Services Representative
  • Member Services Representative
  • Sales and Service Specialist

  • Compute financial fees, interest, and service charges.
  • Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
  • 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.
  • 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.
  • Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
  • Quote unit exchange rates, following daily international rate sheets or computer displays.
  • Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.

  • Answer customer questions about goods or services.
  • Calculate costs of goods or services.
  • Calculate financial data.
  • Enter information into databases or software programs.
  • Sell products or services.
  • Verify accuracy of financial or transactional data.