- Investigate and correct errors upon customers' request, according to customer and bank records.
Occupations with related tasks Save Table: XLSX CSV
- Check to ensure that appropriate changes were made to resolve customers' problems.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
- Refer unresolved customer grievances to designated departments for further investigation.
- Review insurance policy terms to determine whether a particular loss is covered by insurance.
- Solicit sales of new or additional services or products.
- Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
- Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.
- Check to ensure that appropriate changes were made to resolve customers' problems.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
- Search for lost articles or for parents of lost children.
- Settle seating disputes or help solve other customer concerns.
- Give door checks to patrons who are temporarily leaving establishments.
- Greet patrons attending entertainment events.
- Sell or collect admission tickets, passes, or facility memberships from patrons at entertainment events.
- Clean facilities.
- Examine tickets or passes to verify authenticity, using criteria such as color or date issued.
- Provide assistance with patrons' special needs, such as helping those with wheelchairs.
- Guide patrons to exits or provide other instructions or assistance in case of emergency.
- Refuse admittance to undesirable persons or persons without tickets or passes.
- Assist patrons by giving directions to points in or outside of the facility or providing information about local attractions.
- Assist patrons in finding seats, lighting the way with flashlights, if necessary.
- Maintain order and ensure adherence to safety rules.
- Operate refreshment stands during intermission or obtain refreshments for press box patrons during performances.
- Count and record number of tickets collected.
- Lead tours and answer visitors' questions about the exhibits.
- Manage inventory or sale of artist merchandise.
- Verify credentials of patrons desiring entrance into press box and permit only authorized persons to enter.
- Distribute programs to patrons.
- Manage informational kiosks or displays of event signs or posters.
- Work with others to change advertising displays.
- Page individuals wanted at the box office.
- Schedule or manage staff, such as volunteer usher corps.
- Search for lost articles or for parents of lost children.
- Settle seating disputes or help solve other customer concerns.
- Give door checks to patrons who are temporarily leaving establishments.
- Resolve problems or discrepancies concerning customers' accounts.
- Answer telephones and assist customers with their questions.
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Monitor bank vaults to ensure cash balances are correct.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- 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.
- Prepare and verify cashier's checks.
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Identify transaction mistakes when debits and credits do not balance.
- Carry out special services for customers, such as ordering bank cards and checks.
- Sort and file deposit slips and checks.
- Receive and count daily inventories of cash, drafts, and travelers' checks.
- Order a supply of cash to meet daily needs.
- Arrange monies received in cash boxes and coin dispensers according to denomination.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- 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.
- Count, verify, and post armored car deposits.
- Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Compute financial fees, interest, and service charges.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- Process and maintain records of customer loans.
- Quote unit exchange rates, following daily international rate sheets or computer displays.
- Issue checks to bond owners in settlement of transactions.
- Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
- Resolve problems or discrepancies concerning customers' accounts.
- Answer telephones and assist customers with their questions.
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- File, type, or operate standard office machines.
- Perform clerical tasks, such as answering phones or distributing mail.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
- Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
- Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
- Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
- Prepare reports summarizing daily transactions and earnings for individual customer accounts.
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
- Confer or correspond with establishment representatives to rectify problems, such as damages, shortages, or nonconformance to specifications.
- Examine shipment contents and compare with records, such as manifests, invoices, or orders, to verify accuracy.
- Requisition and store shipping materials and supplies to maintain inventory of stock.
- Prepare documents, such as work orders, bills of lading, or shipping orders, to route materials.
- Pack, seal, label, or affix postage to prepare materials for shipping, using hand tools, power tools, or postage meter.
- Record shipment data, such as weight, charges, space availability, damages, or discrepancies, for reporting, accounting, or recordkeeping purposes.
- Deliver or route materials to departments using handtruck, conveyor, or sorting bins.
- Contact carrier representatives to make arrangements or to issue instructions for shipping and delivery of materials.
- Determine shipping methods, routes, or rates for materials to be shipped.
- Compute amounts, such as space available, shipping, storage, or demurrage charges, using computer or price list.
- Compare shipping routes or methods to determine which have the least environmental impact.
- Confer or correspond with establishment representatives to rectify problems, such as damages, shortages, or nonconformance to specifications.
- Confer with customers or supervising personnel to address questions, problems, or requests for service or equipment.
- Schedule or dispatch workers, work crews, equipment, or service vehicles to appropriate locations, according to customer requests, specifications, or needs, using radios or telephones.
- Prepare daily work and run schedules.
- Relay work orders, messages, or information to or from work crews, supervisors, or field inspectors, using telephones or two-way radios.
- Receive or prepare work orders.
- Record and maintain files or records of customer requests, work or services performed, charges, expenses, inventory, or other dispatch information.
- Arrange for necessary repairs to restore service and schedules.
- Monitor personnel or equipment locations and utilization to coordinate service and schedules.
- Determine types or amounts of equipment, vehicles, materials, or personnel required, according to work orders or specifications.
- Advise personnel about traffic problems, such as construction areas, accidents, congestion, weather conditions, or other hazards.
- Oversee all communications within specifically assigned territories.
- Order supplies or equipment and issue them to personnel.
- Confer with customers or supervising personnel to address questions, problems, or requests for service or equipment.
- Respond to public suggestions and complaints.
- Calculate dimensions, square footage, profile and component specifications, and material quantities, using calculator or computer.
- Read and review project blueprints and structural specifications to determine dimensions of structure or system and material requirements.
- Draft detailed dimensional drawings and design layouts for projects to ensure conformance to specifications.
- Confer with supervisor to determine project details such as plan preparation, acceptance testing, and evaluation of field conditions.
- Analyze proposed site factors and design maps, graphs, tracings, and diagrams to illustrate findings.
- Prepare reports and document project activities and data.
- Report maintenance problems occurring at project site to supervisor and negotiate changes to resolve system conflicts.
- Inspect project site and evaluate contractor work to detect design malfunctions and ensure conformance to design specifications and applicable codes.
- Conduct materials test and analysis, using tools and equipment and applying engineering knowledge.
- Develop plans and estimate costs for installation of systems, utilization of facilities, or construction of structures.
- Develop project budgets by estimating the cost of project activities.
- Plan and conduct field surveys to locate new sites and analyze details of project sites.
- Negotiate with contractors on prices for new contracts or modifications to existing contracts.
- Respond to public suggestions and complaints.
- Answer customer questions regarding problems with their accounts.
- Record information about financial status of customers and status of collection efforts.
- Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
- Locate and monitor overdue accounts, using computers and a variety of automated systems.
- Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
- Advise customers of necessary actions and strategies for debt repayment.
- Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
- Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.
- Receive payments and post amounts paid to customer accounts.
- Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
- Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts.
- Sort and file correspondence and perform miscellaneous clerical duties, such as answering correspondence and writing reports.
- Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
- Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.
- Negotiate credit extensions when necessary.
- Answer customer questions regarding problems with their accounts.
- Represent work unit at meetings or conferences and serve as liaison for requests or complaints.
- Prepare and review operational reports and schedules to ensure accuracy and efficiency.
- Set goals and deadlines for the department.
- Acquire, distribute and store supplies.
- Analyze internal processes and recommend and implement procedural or policy changes to improve operations, such as supply changes or the disposal of records.
- Conduct classes to teach procedures to staff.
- Plan, administer, and control budgets for contracts, equipment, and supplies.
- Hire and terminate clerical and administrative personnel.
- Direct or coordinate the supportive services department of a business, agency, or organization.
- Communicate with and provide guidance for external vendors and service providers to ensure the organization, department, or work unit's business needs are met.
- Develop operational standards and procedures for the work unit or department.
- Establish work procedures or schedules to organize the daily work of administrative staff.
- Learn to operate new office technologies as they are developed and implemented.
- Manage paper or electronic filing systems by recording information, updating paperwork, or maintaining documents, such as attendance records or correspondence.
- Meet with other departmental leaders to establish organizational goals, strategic plans, and objectives, as well as make decisions about personnel, resources, and space or equipment needs.
- Oversee payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
- Read through contracts, regulations, and procedural guidelines to ensure comprehension and compliance.
- Supervise administrative staff and provide training and orientation to new staff.
- Represent work unit at meetings or conferences and serve as liaison for requests or complaints.
- Hear and resolve complaints from customers or the public.
- Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
- Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
- Receive payment and record receipts for services.
- Schedule appointments and maintain and update appointment calendars.
- Transmit information or documents to customers, using computer, mail, or facsimile machine.
- File and maintain records.
- Provide information about establishment, such as location of departments or offices, employees within the organization, or services provided.
- Perform administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with pay records, invoices, balance sheets, or other documents.
- Collect, sort, distribute, or prepare mail, messages, or courier deliveries.
- Perform duties, such as taking care of plants or straightening magazines to maintain lobby or reception area.
- Analyze data to determine answers to questions from customers or members of the public.
- Calculate and quote rates for tours, stocks, insurance policies, or other products or services.
- Keep a current record of staff members' whereabouts and availability.
- Schedule space or equipment for special programs and prepare lists of participants.
- Process and prepare memos, correspondence, travel vouchers, or other documents.
- Enroll individuals to participate in programs and notify them of their acceptance.
- Take orders for merchandise or materials and send them to the proper departments to be filled.
- Hear and resolve complaints from customers or the public.
- Receive and respond to customer complaints.
- Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
- Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
- Recommend merchandise or services that will meet customers' needs.
- Inspect outgoing work for compliance with customers' specifications.
- Check inventory records to determine availability of requested merchandise.
- Verify customer and order information for correctness, checking it against previously obtained information as necessary.
- Compute total charges for merchandise or services and shipping charges.
- Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.
- File copies of orders received, or post orders on records.
- Notify departments when supplies of specific items are low, or when orders would deplete available supplies.
- Prepare invoices, shipping documents, and contracts.
- Confer with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace shipments.
- Direct specified departments or units to prepare and ship orders to designated locations.
- Adjust inventory records to reflect product movement.
- Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
- Calculate and compile order-related statistics, and prepare reports for management.
- Recommend type of packing or labeling needed on order.
- Attempt to sell additional merchandise or services to prospective or current customers by telephone or through visits.
- Receive and respond to customer complaints.
- Respond to complaints regarding mail theft, delivery problems, and lost or damaged mail, filling out forms and making appropriate referrals for investigation.
- Weigh letters and parcels, compute mailing costs based on type, weight, and destination, and affix correct postage.
- Check mail to ensure correct postage and that packages and letters are in proper condition for mailing.
- Sort incoming and outgoing mail, according to type and destination, by hand or by operating electronic mail-sorting and scanning devices.
- Obtain signatures from recipients of registered or special delivery mail.
- Answer questions regarding mail regulations and procedures, postage rates, and post office boxes.
- Transport mail from one work station to another.
- Sell and collect payment for products such as stamps, prepaid mail envelopes, and money orders.
- Keep money drawers in order, and record and balance daily transactions.
- Register, certify, and insure letters and parcels.
- Complete forms regarding changes of address, or theft or loss of mail, or for special services such as registered or priority mail.
- Receive letters and parcels, and place mail into bags.
- Put undelivered parcels away, retrieve them when customers come to claim them, and complete any related documentation.
- Provide assistance to the public in complying with federal regulations of Postal Service and other federal agencies.
- Rent post office boxes to customers.
- Provide customers with assistance in filing claims for mail theft, or lost or damaged mail.
- Feed mail into postage canceling devices or hand stamp mail to cancel postage.
- Cash money orders.
- Order retail items and other supplies for office use.
- Respond to complaints regarding mail theft, delivery problems, and lost or damaged mail, filling out forms and making appropriate referrals for investigation.
- Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
- Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
- Answer telephones, direct calls, and take messages.
- Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- Review files, records, and other documents to obtain information to respond to requests.
- Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
- Compute, record, and proofread data and other information, such as records or reports.
- Complete work schedules, manage calendars, and arrange appointments.
- Type, format, proofread, and edit correspondence and other documents, from notes or dictating machines, using computers or typewriters.
- Inventory and order materials, supplies, and services.
- Deliver messages and run errands.
- Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.
- Complete and mail bills, contracts, policies, invoices, or checks.
- Process and prepare documents, such as business or government forms and expense reports.
- Monitor and direct the work of lower-level clerks.
- Prepare meeting agendas, attend meetings, and record and transcribe minutes.
- Train other staff members to perform work activities, such as using computer applications.
- Count, weigh, measure, or organize materials.
- Troubleshoot problems involving office equipment, such as computer hardware and software.
- Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
- Investigate and answer complaints regarding contested parking citations, determining their validity and routing them appropriately.
- Enter and retrieve information pertaining to vehicle registration, identification, and status, using hand-held computers.
- Patrol an assigned area by vehicle or on foot to ensure public compliance with existing parking ordinance.
- Write warnings and citations for illegally parked vehicles.
- Appear in court at hearings regarding contested traffic citations.
- Maintain assigned equipment and supplies, such as hand-held citation computers, citation books, rain gear, tire-marking chalk, and street cones.
- Respond to and make radio dispatch calls regarding parking violations and complaints.
- Maintain close communications with dispatching personnel, using two-way radios or cell phones.
- Perform simple vehicle maintenance procedures, such as checking oil and gas, and report mechanical problems to supervisors.
- Observe and report hazardous conditions, such as missing traffic signals or signs, and street markings that need to be repainted.
- Identify vehicles in violation of parking codes, checking with dispatchers when necessary to confirm identities or to determine whether vehicles need to be booted or towed.
- Train new or temporary staff.
- Make arrangements for illegally parked or abandoned vehicles to be towed, and direct tow-truck drivers to the correct vehicles.
- Provide information to the public regarding parking regulations and facilities, and the location of streets, buildings and points of interest.
- Prepare and maintain required records, including logs of parking enforcement activities, and records of contested citations.
- Perform traffic control duties such as setting up barricades and temporary signs, placing bags on parking meters to limit their use, or directing traffic.
- Mark tires of parked vehicles with chalk and record time of marking, and return at regular intervals to ensure that parking time limits are not exceeded.
- Locate lost, stolen, and counterfeit parking permits, and take necessary enforcement action.
- Collect coins deposited in meters.
- Wind parking meter clocks.
- Provide assistance to motorists needing help with problems, such as flat tires, keys locked in cars, or dead batteries.
- Assign and review the work of subordinates.
- Investigate and answer complaints regarding contested parking citations, determining their validity and routing them appropriately.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Verify accuracy of billing data and revise any errors.
- Resolve discrepancies in accounting records.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Operate typing, adding, calculating, or billing machines.
- Post stop-payment notices to prevent payment of protested checks.
- Verify signatures and required information on checks.
- Keep records of invoices and support documents.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Contact customers to obtain or relay account information.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Encode and cancel checks, using bank machines.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Update manuals when rates, rules, or regulations are amended.
- Review compiled data on operating costs and revenues to set rates.
- Answer inquiries regarding rates, routing, or procedures.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Resolve customer complaints or answer customers' questions regarding policies and procedures.
- Supervise the work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.
- Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.
- Review records or reports pertaining to activities such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance.
- Discuss job performance problems with employees to identify causes and issues and to work on resolving problems.
- Prepare and issue work schedules, deadlines, and duty assignments for office or administrative staff.
- Recruit, interview, and select employees.
- Interpret and communicate work procedures and company policies to staff.
- Evaluate employees' job performance and conformance to regulations and recommend appropriate personnel action.
- Train or instruct employees in job duties or company policies or arrange for training to be provided.
- Research, compile, and prepare reports, manuals, correspondence, or other information required by management or governmental agencies.
- Implement corporate or departmental policies, procedures, and service standards in conjunction with management.
- Compute figures such as balances, totals, or commissions.
- Coordinate activities with other supervisory personnel or with other work units or departments.
- Participate in the work of subordinates to facilitate productivity or to overcome difficult aspects of work.
- Make recommendations to management concerning such issues as staffing decisions or procedural changes.
- Develop or update procedures, policies, or standards.
- Maintain records pertaining to inventory, personnel, orders, supplies, or machine maintenance.
- Consult with managers or other personnel to resolve problems in areas such as equipment performance, output quality, or work schedules.
- Develop work schedules according to budgets and workloads.
- Analyze financial activities of establishments or departments and provide input into budget planning and preparation processes.
- Design, implement, or evaluate staff training and development programs, customer service initiatives, or performance measurement criteria.
- Keep informed of provisions of labor-management agreements and their effects on departmental operations.
- Coordinate or perform activities associated with shipping, receiving, distribution, or transportation.
- Monitor inventory levels and requisition or purchase supplies as needed.
- Plan for or coordinate office services, such as equipment or supply acquisition or organization, disposal of assets, relocation, parking, maintenance, or security services.
- Arrange for necessary maintenance or repair work.
- Plan layouts of stockrooms, warehouses, or other storage areas, considering turnover, size, weight, or related factors pertaining to items stored.
- Resolve customer complaints or answer customers' questions regarding policies and procedures.