How do they match: Tellers

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

  • Answer telephones and assist customers with their questions.
  • 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.
  • Compute financial fees, interest, and service charges.
  • Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
  • 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.
  • Process and maintain records of customer loans.
  • Resolve problems or discrepancies concerning customers' accounts.

  • Answer customer questions about goods or services.
  • Calculate costs of 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.
  • Sell products or services.