- Interview clients and take their calls to provide customer service and obtain information on claims.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 4 | 4 | 3 | 43-4111.00 | Interviewers, Except Eligibility and Loan |
| 3 | 3 | 2 | 43-4031.00 | Court, Municipal, and License Clerks |
| 3 | 3 | 4 | 11-9121.01 | Clinical Research Coordinators 
|
| 2 | 3 | 2 | 43-2021.00 | Telephone Operators |
| 2 | 2 | 2 | 43-6013.00 | Medical Secretaries and Administrative Assistants
|
| 2 | 2 | 3 | 43-4061.00 | Eligibility Interviewers, Government Programs |
| 2 | 2 | 2 | 43-5031.00 | Public Safety Telecommunicators |
| 2 | 2 | 4 | 11-3061.00 | Purchasing Managers |
| 2 | 2 | 2 | 43-2011.00 | Switchboard Operators, Including Answering Service |
| 2 | 2 | 4 | 11-3121.00 | Human Resources Managers
|
| 1 | 4 | 2 | 43-3011.00 | Bill and Account Collectors |
| 1 | 4 | 3 | 43-4131.00 | Loan Interviewers and Clerks |
| 1 | 4 | 4 | 11-9081.00 | Lodging Managers
|
| 1 | 3 | 2 | 43-4041.00 | Credit Authorizers, Checkers, and Clerks |
| 1 | 3 | 2 | 41-2011.00 | Cashiers
|
| 1 | 2 | 2 | 43-4171.00 | Receptionists and Information Clerks
|
| 1 | 2 | 3 | 53-6041.00 | Traffic Technicians |
| 1 | 2 | 4 | 13-1071.00 | Human Resources Specialists
|
| 1 | 2 | 3 | 43-3021.00 | Billing and Posting Clerks |
| 1 | 2 | 2 | 43-6014.00 | Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
|
| 1 | 2 | 2 | 43-4121.00 | Library Assistants, Clerical |
| 1 | 1 | 3 | 43-4011.00 | Brokerage Clerks |
| 1 | 1 | 2 | 41-9041.00 | Telemarketers |
| 1 | 1 | 3 | 29-2099.08 | Patient Representatives
|
| 1 | 1 | 3 | 43-6012.00 | Legal Secretaries and Administrative Assistants |
| 1 | 1 | 2 | 33-9032.00 | Security Guards
|
| 1 | 1 | 4 | 43-9111.00 | Statistical Assistants |
| 1 | 1 | 3 | 43-4141.00 | New Accounts Clerks |
| 1 | 1 | 4 | 11-9151.00 | Social and Community Service Managers
|
| 1 | 1 | 2 | 11-9071.00 | Gambling Managers |
| 1 | 1 | 3 | 43-4161.00 | Human Resources Assistants, Except Payroll and Timekeeping |
| 1 | 1 | 2 | 43-9022.00 | Word Processors and Typists |
| 1 | 1 | 2 | 43-9061.00 | Office Clerks, General
|
| 1 | 1 | 3 | 43-6011.00 | Executive Secretaries and Executive Administrative Assistants |
| 1 | 1 | 3 | 11-9171.00 | Funeral Home Managers |
| 1 | 1 | 1 | 37-2012.00 | Maids and Housekeeping Cleaners
|
| 1 | 1 | 4 | 11-9199.08 | Loss Prevention Managers |
| 1 | 1 | 2 | 43-3071.00 | Tellers |
| 1 | 1 | 3 | 43-3031.00 | Bookkeeping, Accounting, and Auditing Clerks
|
| 1 | 1 | 4 | 11-3071.00 | Transportation, Storage, and Distribution Managers
|
- Ask questions in accordance with instructions to obtain various specified information, such as person's name, address, age, religious preference, or state of residency.
- Perform patient services, such as answering the telephone or assisting patients with financial or medical questions.
- Identify and resolve inconsistencies in interviewees' responses by means of appropriate questioning or explanation.
- Contact individuals to be interviewed at home, place of business, or field location, by telephone, mail, or in person.
- Identify and report problems in obtaining valid data.
- Ensure payment for services by verifying benefits with the person's insurance provider or working out financing options.
- Perform office duties, such as telemarketing or customer service inquiries, maintaining staff records, billing patients, or receiving payments.
- Review data obtained from interview for completeness and accuracy.
- Compile, record, and code results or data from interview or survey, using computer or specified form.
- Assist individuals in filling out applications or questionnaires.
- Supervise or train other staff members.
- Prepare reports to provide answers in response to specific problems.
- Meet with supervisor daily to submit completed assignments and discuss progress.
- Locate and list addresses and households.
- Collect and analyze data, such as studying old records, tallying the number of outpatients entering each day or week, or participating in federal, state, or local population surveys as a Census Enumerator.
- Explain survey objectives and procedures to interviewees and interpret survey questions to help interviewees' comprehension.
- Recruit participants for focus groups.
- Ask questions in accordance with instructions to obtain various specified information, such as person's name, address, age, religious preference, or state of residency.
- Perform patient services, such as answering the telephone or assisting patients with financial or medical questions.
- Identify and resolve inconsistencies in interviewees' responses by means of appropriate questioning or explanation.
- Contact individuals to be interviewed at home, place of business, or field location, by telephone, mail, or in person.
- Perform administrative tasks, such as answering telephone calls, filing court documents, or maintaining office supplies or equipment.
- Question applicants to obtain required information, such as name, address, or age, and record data on prescribed forms.
- Search files and contact witnesses, attorneys, or litigants to obtain information for the court.
- Evaluate information on applications to verify completeness and accuracy and to determine whether applicants are qualified to obtain desired licenses.
- Verify the authenticity of documents, such as foreign identification or immigration documents.
- Record and edit the minutes of meetings and distribute to appropriate officials or staff members.
- Issue public notification of all official activities or meetings.
- Record and maintain all vital and fiscal records and accounts.
- Record case dispositions, court orders, or arrangements made for payment of court fees.
- Answer questions or provide advice to the public regarding licensing policies, procedures, or regulations.
- Prepare meeting agendas or packets of related information.
- Examine legal documents submitted to courts for adherence to laws or court procedures.
- Prepare ordinances, resolutions, or proclamations so that they can be executed, recorded, archived, or distributed.
- Answer inquiries from the general public regarding judicial procedures, court appearances, trial dates, adjournments, outstanding warrants, summonses, subpoenas, witness fees, or payment of fines.
- Code information on license applications for entry into computers.
- Prepare documents recording the outcomes of court proceedings.
- Perform budgeting duties, such as assisting in budget preparation, expenditure review, or budget administration.
- Prepare and issue orders of the court, such as probation orders, release documentation, sentencing information, or summonses.
- Perform record checks on past or current licensees, as required by investigations.
- Perform general office duties, such as taking or transcribing dictation, typing or proofreading correspondence, distributing or filing official forms, or scheduling appointments.
- Instruct parties about timing of court appearances.
- Respond to requests for information from the public, other municipalities, state officials, or state and federal legislative offices.
- Coordinate or maintain office tracking systems for correspondence or follow-up actions.
- Train other workers or coordinate their work, as necessary.
- Research information in the municipal archives upon request of public officials or private citizens.
- Perform contract administration duties, assisting with bid openings or the awarding of contracts.
- Participate in the administration of municipal elections, such as preparation or distribution of ballots, appointment or training of election officers, or tabulation or certification of results.
- Issue various permits and licenses, such as marriage, fishing, hunting, and dog licenses, and collect appropriate fees.
- Plan or direct the maintenance, filing, safekeeping, or computerization of all municipal documents.
- Prepare dockets or calendars of cases to be called.
- Perform administrative tasks, such as answering telephone calls, filing court documents, or maintaining office supplies or equipment.
- Question applicants to obtain required information, such as name, address, or age, and record data on prescribed forms.
- Search files and contact witnesses, attorneys, or litigants to obtain information for the court.
- Perform specific protocol procedures such as interviewing subjects, taking vital signs, and performing electrocardiograms.
- Assess eligibility of potential subjects through methods such as screening interviews, reviews of medical records, or discussions with physicians and nurses.
- Contact outside health care providers and communicate with subjects to obtain follow-up information.
- Schedule subjects for appointments, procedures, or inpatient stays as required by study protocols.
- Prepare study-related documentation, such as protocol worksheets, procedural manuals, adverse event reports, institutional review board documents, or progress reports.
- Inform patients or caregivers about study aspects and outcomes to be expected.
- Record adverse event and side effect data and confer with investigators regarding the reporting of events to oversight agencies.
- Monitor study activities to ensure compliance with protocols and with all relevant local, federal, and state regulatory and institutional polices.
- Oversee subject enrollment to ensure that informed consent is properly obtained and documented.
- Maintain required records of study activity including case report forms, drug dispensation records, or regulatory forms.
- Identify protocol problems, inform investigators of problems, or assist in problem resolution efforts, such as protocol revisions.
- Review proposed study protocols to evaluate factors such as sample collection processes, data management plans, or potential subject risks.
- Collaborate with investigators to prepare presentations or reports of clinical study procedures, results, and conclusions.
- Track enrollment status of subjects and document dropout information such as dropout causes and subject contact efforts.
- Code, evaluate, or interpret collected study data.
- Direct the requisition, collection, labeling, storage, or shipment of specimens.
- Instruct research staff in scientific and procedural aspects of studies including standards of care, informed consent procedures, or documentation procedures.
- Maintain contact with sponsors to schedule and coordinate site visits or to answer questions about issues such as incomplete data.
- Prepare for or participate in quality assurance audits conducted by study sponsors, federal agencies, or specially designated review groups.
- Order drugs or devices necessary for study completion.
- Participate in the development of study protocols including guidelines for administration or data collection procedures.
- Confer with health care professionals to determine the best recruitment practices for studies.
- Communicate with laboratories or investigators regarding laboratory findings.
- Review scientific literature, participate in continuing education activities, or attend conferences and seminars to maintain current knowledge of clinical studies affairs and issues.
- Organize space for study equipment and supplies.
- Develop advertising and other informational materials to be used in subject recruitment.
- Dispense medical devices or drugs, and calculate dosages and provide instructions as necessary.
- Arrange for research study sites and determine staff or equipment availability.
- Interpret protocols and advise treating physicians on appropriate dosage modifications or treatment calculations based on patient characteristics.
- Contact industry representatives to ensure equipment and software specifications necessary for successful study completion.
- Register protocol patients with appropriate statistical centers as required.
- Solicit industry-sponsored trials through contacts and professional organizations.
- Participate in preparation and management of research budgets and monetary disbursements.
- Perform specific protocol procedures such as interviewing subjects, taking vital signs, and performing electrocardiograms.
- Assess eligibility of potential subjects through methods such as screening interviews, reviews of medical records, or discussions with physicians and nurses.
- Contact outside health care providers and communicate with subjects to obtain follow-up information.
- Listen to customer requests, referring to alphabetical or geographical directories to answer questions and provide telephone information.
- Operate telephone switchboards and systems to advance and complete connections, including those for local, long distance, pay telephone, mobile, person-to-person, and emergency calls.
- Provide assistance for customers with special billing requests.
- Suggest and check alternate spellings, locations, or listing formats to customers lacking details or complete information.
- Offer special assistance to persons such as those who are unable to dial or who are in emergency situations.
- Observe signal lights on switchboards, and dial or press buttons to make connections.
- Calculate and quote charges for services such as long-distance connections.
- Monitor automated systems for placing collect calls and intervene for a callers needing assistance.
- Perform clerical duties such as typing, proofreading, and sorting mail.
- Consult charts to determine charges for pay-telephone calls, requesting coin deposits for calls as necessary.
- Interrupt busy lines if an emergency warrants.
- Provide relay service for hearing-impaired users.
- Promote company products, services, and savings plans when appropriate.
- Operate paging systems or other systems of bells or buzzers to notify recipients of incoming calls.
- Update directory information.
- Keep records of calls placed and received, and of related toll charges.
- Listen to customer requests, referring to alphabetical or geographical directories to answer questions and provide telephone information.
- Operate telephone switchboards and systems to advance and complete connections, including those for local, long distance, pay telephone, mobile, person-to-person, and emergency calls.
- Provide assistance for customers with special billing requests.
- Answer telephones and direct calls to appropriate staff.
- Interview patients to complete documents, case histories, or forms, such as intake or insurance forms.
- Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.
- Complete insurance or other claim forms.
- Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
- Transmit correspondence or medical records by mail, e-mail, or fax.
- Maintain medical records, technical library, or correspondence files.
- Receive and route messages or documents, such as laboratory results, to appropriate staff.
- Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records.
- Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records.
- Perform various clerical or administrative functions, such as ordering and maintaining an inventory of supplies.
- Transcribe recorded messages or practitioners' diagnoses or recommendations into patients' medical records.
- Compile and record medical charts, reports, or correspondence, using typewriter or personal computer.
- Schedule tests or procedures for patients, such as lab work or x-rays, based on physician orders.
- Arrange hospital admissions for patients.
- Prepare correspondence or assist physicians or medical scientists with preparation of reports, speeches, articles, or conference proceedings.
- Answer telephones and direct calls to appropriate staff.
- Interview patients to complete documents, case histories, or forms, such as intake or insurance forms.
- Interview and investigate applicants for public assistance to gather information pertinent to their applications.
- Interview benefits recipients at specified intervals to certify their eligibility for continuing benefits.
- Compute and authorize amounts of assistance for programs, such as grants, monetary payments, and food stamps.
- Keep records of assigned cases, and prepare required reports.
- Compile, record, and evaluate personal and financial data to verify completeness and accuracy, and to determine eligibility status.
- Interpret and explain information such as eligibility requirements, application details, payment methods, and applicants' legal rights.
- Initiate procedures to grant, modify, deny, or terminate assistance, or refer applicants to other agencies for assistance.
- Check with employers or other references to verify answers and obtain further information.
- Answer applicants' questions about benefits and claim procedures.
- Provide social workers with pertinent information gathered during applicant interviews.
- Refer applicants to job openings or to interviews with other staff, in accordance with administrative guidelines or office procedures.
- Schedule benefits claimants for adjudication interviews to address questions of eligibility.
- Provide applicants with assistance in completing application forms, such as those for job referrals or unemployment compensation claims.
- Prepare applications and forms for applicants for such purposes as school enrollment, employment, and medical services.
- Investigate claimants for the possibility of fraud or abuse.
- Conduct annual, interim, and special housing reviews and home visits to ensure conformance to regulations.
- Monitor the payments of benefits throughout the duration of a claim.
- Interview and investigate applicants for public assistance to gather information pertinent to their applications.
- Interview benefits recipients at specified intervals to certify their eligibility for continuing benefits.
- Receive incoming telephone or alarm system calls regarding emergency and non-emergency police and fire service, emergency ambulance service, information, and after-hours calls for departments within a city.
- Answer routine inquiries, and refer calls not requiring dispatches to appropriate departments and agencies.
- Provide emergency medical instructions to callers.
- Question callers to determine their locations and the nature of their problems to determine type of response needed.
- Determine response requirements and relative priorities of situations, and dispatch units in accordance with established procedures.
- Relay information and messages to and from emergency sites, to law enforcement agencies, and to all other individuals or groups requiring notification.
- Record details of calls, dispatches, and messages.
- Monitor various radio frequencies, such as those used by public works departments, school security, and civil defense, to stay apprised of developing situations.
- Read and effectively interpret small-scale maps and information from a computer screen to determine locations and provide directions.
- Maintain access to, and security of, highly sensitive materials.
- Enter, update, and retrieve information from teletype networks and computerized data systems regarding such things as wanted persons, stolen property, vehicle registration, and stolen vehicles.
- Scan status charts and computer screens, and contact emergency response field units to determine emergency units available for dispatch.
- Learn material and pass required tests for certification.
- Observe alarm registers and scan maps to determine whether a specific emergency is in the dispatch service area.
- Maintain files of information relating to emergency calls, such as personnel rosters and emergency call-out and pager files.
- Test and adjust communication and alarm systems, and report malfunctions to maintenance units.
- Operate and maintain mobile dispatch vehicles and equipment.
- Monitor alarm systems to detect emergencies, such as fires and illegal entry into establishments.
- Receive incoming telephone or alarm system calls regarding emergency and non-emergency police and fire service, emergency ambulance service, information, and after-hours calls for departments within a city.
- Answer routine inquiries, and refer calls not requiring dispatches to appropriate departments and agencies.
- Locate vendors of materials, equipment or supplies, and interview them to determine product availability and terms of sales.
- Interview and hire staff, and oversee staff training.
- Develop and implement purchasing and contract management instructions, policies, and procedures.
- Prepare bid awards requiring board approval.
- Direct and coordinate activities of personnel engaged in buying, selling, and distributing materials, equipment, machinery, and supplies.
- Review purchase order claims and contracts for conformance to company policy.
- Review, evaluate, and approve specifications for issuing and awarding bids.
- Administer online purchasing systems.
- Prepare and process requisitions and purchase orders for supplies and equipment.
- Develop cost reduction strategies and savings plans.
- Control purchasing department budgets.
- Resolve vendor or contractor grievances and claims against suppliers.
- Analyze market and delivery systems to assess present and future material availability.
- Participate in the development of specifications for equipment, products, or substitute materials.
- Maintain records of goods ordered and received.
- Represent companies in negotiating contracts and formulating policies with suppliers.
- Prepare reports regarding market conditions and merchandise costs.
- Arrange for disposal of surplus materials.
- Locate vendors of materials, equipment or supplies, and interview them to determine product availability and terms of sales.
- Interview and hire staff, and oversee staff training.
- Answer incoming calls, greeting callers, providing information, transferring calls or taking messages as necessary.
- Monitor emergency and code alarms, make emergency announcements, or route emergency calls to the appropriate location.
- Operate communication systems, such as telephone, switchboard, intercom, two-way radio, or public address.
- Greet visitors, log them in and out of the facility, assign them security badges, and contact employee escorts.
- Record messages, suggesting rewording for clarity or conciseness.
- Page individuals to inform them of telephone calls, using paging or interoffice communication equipment.
- Relay or route written or verbal messages.
- Perform various cash handling tasks, such as collecting payments, making bank deposits, or managing petty cash.
- Place telephone calls or arrange conference calls as instructed.
- Process incoming or outgoing mail, packages, or deliveries.
- Perform various data entry or word processing tasks, such as updating phone directories, typing or proofreading documents, or creating schedules.
- Perform administrative tasks, such as accepting orders, scheduling appointments or meeting rooms, or sending and receiving faxes.
- Monitor alarm systems to ensure that secure conditions are maintained.
- Contact security staff members when necessary, using radio-telephones.
- Complete forms for sales orders.
- Answer simple questions about clients' businesses, using reference files.
- Stamp messages with time and date and file them appropriately.
- Keep records of calls placed and charges incurred.
- Place orders, such as for equipment, supplies, or catering for meetings.
- Answer incoming calls, greeting callers, providing information, transferring calls or taking messages as necessary.
- Monitor emergency and code alarms, make emergency announcements, or route emergency calls to the appropriate location.
- Identify staff vacancies and recruit, interview, and select applicants.
- Conduct exit interviews to identify reasons for employee termination.
- Serve as a link between management and employees by handling questions, interpreting and administering contracts and helping resolve work-related problems.
- Advise managers on organizational policy matters, such as equal employment opportunity and sexual harassment, and recommend needed changes.
- Analyze and modify compensation and benefits policies to establish competitive programs and ensure compliance with legal requirements.
- Perform difficult staffing duties, including dealing with understaffing, refereeing disputes, firing employees, and administering disciplinary procedures.
- Represent organization at personnel-related hearings and investigations.
- Negotiate bargaining agreements and help interpret labor contracts.
- Plan, direct, supervise, and coordinate work activities of subordinates and staff relating to employment, compensation, labor relations, and employee relations.
- Prepare personnel forecast to project employment needs.
- Provide current and prospective employees with information about policies, job duties, working conditions, wages, opportunities for promotion, and employee benefits.
- Investigate and report on industrial accidents for insurance carriers.
- Administer compensation, benefits, and performance management systems, and safety and recreation programs.
- Analyze statistical data and reports to identify and determine causes of personnel problems and develop recommendations for improvement of organization's personnel policies and practices.
- Plan, organize, direct, control, or coordinate the personnel, training, or labor relations activities of an organization.
- Allocate human resources, ensuring appropriate matches between personnel.
- Oversee the evaluation, classification, and rating of occupations and job positions.
- Plan and conduct new employee orientation to foster positive attitude toward organizational objectives.
- Analyze training needs to design employee development, language training, and health and safety programs.
- Study legislation, arbitration decisions, and collective bargaining contracts to assess industry trends.
- Maintain records and compile statistical reports concerning personnel-related data such as hires, transfers, performance appraisals, and absenteeism rates.
- Prepare and follow budgets for personnel operations.
- Develop, administer, and evaluate applicant tests.
- Develop or administer special projects in areas such as pay equity, savings bond programs, day care, and employee awards.
- Contract with vendors to provide employee services, such as food service, transportation, or relocation service.
- Provide terminated employees with outplacement or relocation assistance.
- Identify staff vacancies and recruit, interview, and select applicants.
- Conduct exit interviews to identify reasons for employee termination.
- Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
- Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
- Advise customers of necessary actions and strategies for debt repayment.
- 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.
- Record information about financial status of customers and status of collection efforts.
- 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.
- Answer customer questions regarding problems with their accounts.
- Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
- Receive payments and post amounts paid to customer accounts.
- 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.
- Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
- Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
- Advise customers of necessary actions and strategies for debt repayment.
- 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.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- Answer questions and advise customers regarding loans and transactions.
- Present loan and repayment schedules to customers.
- Verify and examine information and accuracy of loan application and closing documents.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Submit loan applications with recommendation for underwriting approval.
- File and maintain loan records.
- Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
- Check value of customer collateral to be held as loan security.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
- Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.
- Accept payment on accounts.
- Schedule and conduct closings of mortgage transactions.
- Establish credit limits and grant extensions of credit on overdue accounts.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- Answer questions and advise customers regarding loans and transactions.
- Present loan and repayment schedules to customers.
- Interview and hire applicants.
- Answer inquiries pertaining to hotel policies and services, and resolve occupants' complaints.
- Greet and register guests.
- Arrange telephone answering services, deliver mail and packages, or answer questions regarding locations for eating and entertainment.
- Participate in financial activities, such as the setting of room rates, the establishment of budgets, and the allocation of funds to departments.
- Confer and cooperate with other managers to ensure coordination of hotel activities.
- Monitor the revenue activity of the hotel or facility.
- Manage and maintain temporary or permanent lodging facilities.
- Train staff members.
- Observe and monitor staff performance to ensure efficient operations and adherence to facility's policies and procedures.
- Coordinate front-office activities of hotels or motels, and resolve problems.
- Inspect guest rooms, public areas, and grounds for cleanliness and appearance.
- Assign duties to workers, and schedule shifts.
- Receive and process advance registration payments, mail letters of confirmation, or return checks when registrations cannot be accepted.
- Purchase supplies, and arrange for outside services, such as deliveries, laundry, maintenance and repair, and trash collection.
- Collect payments and record data pertaining to funds and expenditures.
- Develop and implement policies and procedures for the operation of a department or establishment.
- Prepare required paperwork pertaining to departmental functions.
- Show, rent, or assign accommodations.
- Perform marketing and public relations activities.
- Organize and coordinate the work of staff and convention personnel for meetings to be held at a particular facility.
- Provide assistance to staff members by inspecting rooms, setting tables, or doing laundry.
- Meet with clients to schedule and plan details of conventions, banquets, receptions and other functions.
- Book tickets for guests for local tours and attractions.
- Interview and hire applicants.
- Answer inquiries pertaining to hotel policies and services, and resolve occupants' complaints.
- Greet and register guests.
- Arrange telephone answering services, deliver mail and packages, or answer questions regarding locations for eating and entertainment.
- Interview credit applicants by telephone or in person to obtain personal and financial data needed to complete credit report.
- Relay credit report information to subscribers by mail or by telephone.
- Call customers to collect payment on delinquent accounts.
- Keep records of customers' charges and payments.
- Compile and analyze credit information gathered by investigation.
- Obtain information about potential creditors from banks, credit bureaus, and other credit services, and provide reciprocal information if requested.
- Evaluate customers' computerized credit records and payment histories to decide whether to approve new credit, based on predetermined standards.
- File sales slips in customers' ledgers for billing purposes.
- Receive charge slips or credit applications by mail, or receive information from salespeople or merchants by telephone.
- Mail charge statements to customers.
- Examine city directories and public records to verify residence property ownership, bankruptcies, liens, arrest record, or unpaid taxes of applicants.
- Prepare credit cards or charge account plates.
- Consult with customers to resolve complaints or verify financial or credit transactions.
- Contact former employers and other acquaintances to verify applicants' references, employment, health history, or social behavior.
- Prepare reports of findings and recommendations.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Interview credit applicants by telephone or in person to obtain personal and financial data needed to complete credit report.
- Relay credit report information to subscribers by mail or by telephone.
- Call customers to collect payment on delinquent accounts.
- Answer incoming phone calls.
- Help customers find the location of products.
- Offer customers carry-out service at the completion of transactions.
- Receive payment by cash, check, credit cards, vouchers, or automatic debits.
- Answer customers' questions, and provide information on procedures or policies.
- Issue receipts, refunds, credits, or change due to customers.
- Greet customers entering establishments.
- Supervise others and provide on-the-job training.
- Assist customers by providing information and resolving their complaints.
- Maintain clean and orderly checkout areas, and complete other general cleaning duties, such as mopping floors and emptying trash cans.
- Establish or identify prices of goods, services, or admission, and tabulate bills, using calculators, cash registers, or optical price scanners.
- Bag, box, wrap, or gift-wrap merchandise, and prepare packages for shipment.
- Assist with duties in other areas of the store, such as monitoring fitting rooms or bagging and carrying out customers' items.
- Stock shelves, sort and reshelve returned items, and mark prices on items and shelves.
- Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change.
- Calculate total payments received during a time period, and reconcile this with total sales.
- Keep periodic balance sheets of amounts and numbers of transactions.
- Compute and record totals of transactions.
- Monitor checkout stations to ensure they have adequate cash available and are staffed appropriately.
- Sort, count, and wrap currency and coins.
- Weigh items sold by weight to determine prices.
- Issue trading stamps, and redeem food stamps and coupons.
- Pay company bills by cash, vouchers, or checks.
- Post charges against guests' or patients' accounts.
- Request information or assistance, using paging systems.
- Process merchandise returns and exchanges.
- Cash checks for customers.
- Sell tickets and other items to customers.
- Compile and maintain non-monetary reports and records.
- Answer incoming phone calls.
- Help customers find the location of products.
- Offer customers carry-out service at the completion of transactions.
- Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
- Enroll individuals to participate in programs and notify them of their acceptance.
- 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.
- Hear and resolve complaints from customers or the public.
- 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.
- Take orders for merchandise or materials and send them to the proper departments to be filled.
- Conduct tours or deliver talks describing features of public facilities, such as a historic site or national park.
- Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
- Enroll individuals to participate in programs and notify them of their acceptance.
- Interview motorists about specific intersections or highways to gather road-condition information for use in planning.
- Interact with the public to answer traffic-related questions, respond to complaints or requests, or discuss traffic control ordinances, plans, policies, or procedures.
- Study traffic delays by noting times of delays, the numbers of vehicles affected, and vehicle speed through the delay area.
- Prepare graphs, charts, diagrams, or other aids to illustrate observations or conclusions.
- Analyze data related to traffic flow, accident rates, or proposed development to determine the most efficient methods to expedite traffic flow.
- Prepare work orders for repair, maintenance, or changes in traffic systems.
- Plan, design, and improve components of traffic control systems to accommodate current or projected traffic and to increase usability and efficiency.
- Compute time settings for traffic signals or speed restrictions, using standard formulas.
- Prepare drawings of proposed signal installations or other control devices, using drafting instruments or computer-automated drafting equipment.
- Study factors affecting traffic conditions, such as lighting or sign and marking visibility, to assess their effectiveness.
- Gather and compile data from hand count sheets, machine count tapes, or radar speed checks and code data for computer input.
- Measure and record the speed of vehicular traffic, using electrical timing devices or radar equipment.
- Lay out pavement markings for striping crews.
- Provide technical supervision regarding traffic control devices to other traffic technicians or laborers.
- Operate counters and record data to assess the volume, type, and movement of vehicular or pedestrian traffic at specified times.
- Place and secure automatic counters, using power tools, and retrieve counters after counting periods end.
- Review traffic control or barricade plans to issue permits for parades or other special events or for construction work that affects rights of way, providing assistance with plan preparation or revision, as necessary.
- Time stoplights or other delays, using stopwatches.
- Maintain or make minor adjustments or field repairs to equipment used in surveys, including the replacement of parts on traffic data gathering devices.
- Visit development or work sites to determine projects' effect on traffic and the adequacy of traffic control and safety plans or to suggest traffic control measures.
- Establish procedures for street closures or for repair or construction projects.
- Provide traffic information, such as road conditions, to the public.
- Monitor street or utility projects for compliance to traffic control permit conditions.
- Develop plans or long-range strategies for providing adequate parking space.
- Interview motorists about specific intersections or highways to gather road-condition information for use in planning.
- Interact with the public to answer traffic-related questions, respond to complaints or requests, or discuss traffic control ordinances, plans, policies, or procedures.
- Conduct exit interviews and ensure that necessary employment termination paperwork is completed.
- Contact job applicants to inform them of the status of their applications.
- Interpret and explain human resources policies, procedures, laws, standards, or regulations.
- Hire employees and process hiring-related paperwork.
- Maintain current knowledge of Equal Employment Opportunity (EEO) and affirmative action guidelines and laws, such as the Americans with Disabilities Act (ADA).
- Prepare or maintain employment records related to events, such as hiring, termination, leaves, transfers, or promotions, using human resources management system software.
- Address employee relations issues, such as harassment allegations, work complaints, or other employee concerns.
- Review employment applications and job orders to match applicants with job requirements.
- Inform job applicants of details such as duties and responsibilities, compensation, benefits, schedules, working conditions, or promotion opportunities.
- Select qualified job applicants or refer them to managers, making hiring recommendations when appropriate.
- Schedule or conduct new employee orientations.
- Maintain and update human resources documents, such as organizational charts, employee handbooks or directories, or performance evaluation forms.
- Confer with management to develop or implement personnel policies or procedures.
- Interview job applicants to obtain information on work history, training, education, or job skills.
- Perform searches for qualified job candidates, using sources such as computer databases, networking, Internet recruiting resources, media advertisements, job fairs, recruiting firms, or employee referrals.
- Provide management with information or training related to interviewing, performance appraisals, counseling techniques, or documentation of performance issues.
- Analyze employment-related data and prepare required reports.
- Advise management on organizing, preparing, or implementing recruiting or retention programs.
- Develop or implement recruiting strategies to meet current or anticipated staffing needs.
- Administer employee benefit plans.
- Schedule or administer skill, intelligence, psychological, or drug tests for current or prospective employees.
- Conduct reference or background checks on job applicants.
- Review and evaluate applicant qualifications or eligibility for specified licensing, according to established guidelines and designated licensing codes.
- Evaluate recruitment or selection criteria to ensure conformance to professional, statistical, or testing standards, recommending revisions, as needed.
- Coordinate with outside staffing agencies to secure temporary employees, based on departmental needs.
- Evaluate selection or testing techniques by conducting research or follow-up activities and conferring with management or supervisory personnel.
- Conduct exit interviews and ensure that necessary employment termination paperwork is completed.
- Contact job applicants to inform them of the status of their applications.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Contact customers to obtain or relay account information.
- 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.
- 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.
- Estimate market value of products or services.
- Review compiled data on operating costs and revenues to set rates.
- Match statements with batches of canceled checks by account numbers.
- 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.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Contact customers to obtain or relay account information.
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
- Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
- Create, maintain, and enter information into databases.
- Use computers for various applications, such as database management or word processing.
- Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
- Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
- Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.
- Schedule and confirm appointments for clients, customers, or supervisors.
- Maintain scheduling and event calendars.
- Compose, type, and distribute meeting notes, routine correspondence, or reports, such as presentations or expense, statistical, or monthly reports.
- Complete forms in accordance with company procedures.
- Locate and attach appropriate files to incoming correspondence requiring replies.
- Conduct searches to find needed information, using such sources as the Internet.
- Open, read, route, and distribute incoming mail or other materials and answer routine letters.
- Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions.
- Make copies of correspondence or other printed material.
- Learn to operate new office technologies as they are developed and implemented.
- Train and assist staff with computer usage.
- Order and dispense supplies.
- Prepare conference or event materials, such as flyers or invitations.
- Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
- Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
- Establish work procedures or schedules and keep track of the daily work of clerical staff.
- Provide services to customers, such as order placement or account information.
- Prepare and mail checks.
- Arrange conference, meeting, or travel reservations for office personnel.
- Supervise other clerical staff and provide training and orientation to new staff.
- Manage projects or contribute to committee or team work.
- Coordinate conferences, meetings, or special events, such as luncheons or graduation ceremonies.
- Mail newsletters, promotional material, or other information.
- Take dictation in shorthand or by machine and transcribe information.
- Develop or maintain internal or external company Web sites.
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
- Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
- Perform clerical activities, such as answering phones, sorting mail, filing, typing, word processing, and photocopying and mailing out material.
- Select substitute titles when requested materials are unavailable, following criteria such as age, education, and interests.
- Sort books, publications, and other items according to established procedure and return them to shelves, files, or other designated storage areas.
- Open and close library during specified hours and secure library equipment, such as computers and audio-visual equipment.
- Locate library materials for patrons, including books, periodicals, tape cassettes, Braille volumes, and pictures.
- Enter and update patrons' records on computers.
- Answer routine inquiries and refer patrons in need of professional assistance to librarians.
- Manage reserve materials by placing items on reserve for library patrons, checking items in and out of library, and removing out-of-date items.
- Lend, reserve, and collect books, periodicals, videotapes, and other materials at circulation desks and process materials for inter-library loans.
- Instruct patrons on how to use reference sources, card catalogs, and automated information systems.
- Inspect returned books for condition and due-date status and compute any applicable fines.
- Maintain records of items received, stored, issued, and returned and file catalog cards according to system used.
- Register new patrons and issue borrower identification cards that permit patrons to borrow books and other materials.
- Process new materials including books, audio-visual materials, and computer software.
- Provide assistance to librarians in the maintenance of collections of books, periodicals, magazines, newspapers, and audio-visual and other materials.
- Review records, such as microfilm and issue cards, to identify titles of overdue materials and delinquent borrowers.
- Send out notices and accept fine payments for lost or overdue books.
- Maintain library equipment, such as photocopiers, scanners, and computers, and instruct patrons in proper use of such equipment.
- Schedule, supervise, and train clerical workers, volunteers, student assistants, and other library employees.
- Repair books using mending tape, paste, and brushes or prepare books to be sent to a bindery for repair.
- Take action to deal with disruptive or problem patrons.
- Prepare, store, and retrieve classification and catalog information, lecture notes, or other information related to stored documents, using computers.
- Prepare library statistics reports.
- Deliver and retrieve items to and from departments by hand or using push carts.
- Assist in the preparation of book displays.
- Classify and catalog items according to content and purpose.
- Operate small branch libraries, under the direction of off-site librarian supervisors.
- Plan or participate in library events and programs, such as story time with children.
- Perform accounting and bookkeeping activities, such as invoicing, maintaining financial records, budgeting, and handling cash.
- Operate and maintain audio-visual equipment.
- Place books in mailing containers, affix address labels, and secure containers with straps for mailing to blind library patrons.
- Design or maintain library web site and online catalogues.
- Acquire books, pamphlets, periodicals, audio-visual materials, and other library supplies by checking prices, figuring costs, and preparing appropriate order forms and facilitating the ordering process by providing such information to others.
- Perform clerical activities, such as answering phones, sorting mail, filing, typing, word processing, and photocopying and mailing out material.
- Select substitute titles when requested materials are unavailable, following criteria such as age, education, and interests.
- Perform clerical tasks, such as answering phones or distributing mail.
- 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.
- 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.
- Perform clerical tasks, such as answering phones or distributing mail.
- Answer telephone calls from potential customers who have been solicited through advertisements.
- Contact businesses or private individuals by telephone to solicit sales for goods or services, or to request donations for charitable causes.
- Obtain customer information such as name, address, and payment method, and enter orders into computers.
- Explain products or services and prices, and answer questions from customers.
- Record names, addresses, purchases, and reactions of prospects contacted.
- Maintain records of contacts, accounts, and orders.
- Deliver prepared sales talks, reading from scripts that describe products or services, to persuade potential customers to purchase a product or service or to make a donation.
- Telephone or write letters to respond to correspondence from customers or to follow up initial sales contacts.
- Adjust sales scripts to better target the needs and interests of specific individuals.
- Obtain names and telephone numbers of potential customers from sources such as telephone directories, magazine reply cards, and lists purchased from other organizations.
- Schedule appointments for sales representatives to meet with prospective customers or for customers to attend sales presentations.
- Conduct client or market surveys to obtain information about potential customers.
- Answer telephone calls from potential customers who have been solicited through advertisements.
- Interview patients or their representatives to identify problems relating to care.
- Coordinate communication between patients, family members, medical staff, administrative staff, or regulatory agencies.
- Refer patients to appropriate health care services or resources.
- Maintain knowledge of community services and resources available to patients.
- Explain policies, procedures, or services to patients using medical or administrative knowledge.
- Investigate and direct patient inquiries or complaints to appropriate medical staff members and follow up to ensure satisfactory resolution.
- Read current literature, talk with colleagues, continue education, or participate in professional organizations or conferences to keep abreast of developments in the field.
- Develop and distribute newsletters, brochures, or other printed materials to share information with patients or medical staff.
- Provide consultation or training to volunteers or staff on topics, such as guest relations, patients' rights, or medical issues.
- Analyze patients' abilities to pay to determine charges on a sliding scale.
- Identify and share research, recommendations, or other information regarding legal liabilities, risk management, or quality of care.
- Collect and report data on topics, such as patient encounters or inter-institutional problems, making recommendations for change when appropriate.
- Teach patients to use home health care equipment.
- Interview patients or their representatives to identify problems relating to care.
- Receive and place telephone calls.
- Prepare, proofread, or process legal documents, such as summonses, subpoenas, complaints, appeals, motions, or pretrial agreements.
- Mail, fax, or arrange for delivery of legal correspondence to clients, witnesses, and court officials.
- Schedule and make appointments.
- Organize and maintain law libraries, documents, and case files.
- Make photocopies of correspondence, documents, and other printed matter.
- Assist attorneys in collecting information such as employment, medical, and other records.
- Draft and type office memos.
- Complete various forms, such as accident reports, trial and courtroom requests, and applications for clients.
- Prepare and distribute invoices to bill clients or pay account expenses.
- Submit articles and information from searches to attorneys for review and approval for use.
- Make travel arrangements for attorneys.
- Review legal publications and perform database searches to identify laws and court decisions relevant to pending cases.
- Attend legal meetings, such as client interviews, hearings, or depositions, and take notes.
- Receive and place telephone calls.
- Answer telephone calls to take messages, answer questions, and provide information during non-business hours or when switchboard is closed.
- Lock doors and gates of entrances and exits to secure buildings.
- Patrol industrial or commercial premises to prevent and detect signs of intrusion and ensure security of doors, windows, and gates.
- Respond to medical emergencies by administering basic first aid or by obtaining assistance from paramedics.
- Answer alarms and investigate disturbances.
- Circulate among visitors, patrons, or employees to preserve order and protect property.
- Monitor and authorize entrance and departure of employees, visitors, and other persons to guard against theft and maintain security of premises.
- Write reports of daily activities and irregularities, such as equipment or property damage, theft, presence of unauthorized persons, or unusual occurrences.
- Warn persons of rule infractions or violations, and apprehend or evict violators from premises, using force when necessary.
- Call police or fire departments in cases of emergency, such as fire or presence of unauthorized persons.
- Operate detecting devices to screen individuals and prevent passage of prohibited articles into restricted areas.
- Inspect and adjust security systems, equipment, or machinery to ensure operational use and to detect evidence of tampering.
- Escort or drive motor vehicle to transport individuals to specified locations or to provide personal protection.
- Monitor and adjust controls that regulate building systems, such as air conditioning, furnace, or boiler.
- Answer telephone calls to take messages, answer questions, and provide information during non-business hours or when switchboard is closed.
- Interview people and keep track of their responses.
- Compute and analyze data, using statistical formulas and computers or calculators.
- Check source data to verify completeness and accuracy.
- Enter data into computers for use in analyses or reports.
- Compile reports, charts, or graphs that describe and interpret findings of analyses.
- Participate in the publication of data or information.
- File data and related information, and maintain and update databases.
- Organize paperwork, such as survey forms or reports, for distribution or analysis.
- Code data prior to computer entry, using lists of codes.
- Compile statistics from source materials, such as production or sales records, quality-control or test records, time sheets, or survey sheets.
- Check survey responses for errors, such as the use of pens instead of pencils, and set aside response forms that cannot be used.
- Select statistical tests for analyzing data.
- Discuss data presentation requirements with clients.
- Send out surveys.
- Interview people and keep track of their responses.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Collect and record customer deposits and fees and issue receipts, using computers.
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Execute wire transfers of funds.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
- Process loan applications.
- Obtain credit records from reporting agencies.
- Schedule repairs for locks on safe-deposit boxes.
- Perform foreign currency transactions and sell traveler's checks.
- Duplicate records for distribution to branch offices.
- Perform teller duties as required.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Recruit, interview, and hire or sign up volunteers and staff.
- Establish and oversee administrative procedures to meet objectives set by boards of directors or senior management.
- Direct activities of professional and technical staff members and volunteers.
- Evaluate the work of staff and volunteers to ensure that programs are of appropriate quality and that resources are used effectively.
- Participate in the determination of organizational policies regarding such issues as participant eligibility, program requirements, and program benefits.
- Prepare and maintain records and reports, such as budgets, personnel records, or training manuals.
- Provide direct service and support to individuals or clients, such as handling a referral for child advocacy issues, conducting a needs evaluation, or resolving complaints.
- Establish and maintain relationships with other agencies and organizations in community to meet community needs and to ensure that services are not duplicated.
- Research and analyze member or community needs to determine program directions and goals.
- Implement and evaluate staff, volunteer, or community training programs.
- Act as consultants to agency staff and other community programs regarding the interpretation of program-related federal, state, and county regulations and policies.
- Speak to community groups to explain and interpret agency purposes, programs, and policies.
- Analyze proposed legislation, regulations, or rule changes to determine how agency services could be impacted.
- Plan and administer budgets for programs, equipment, and support services.
- Represent organizations in relations with governmental and media institutions.
- Direct fundraising activities and the preparation of public relations materials.
- Recruit, interview, and hire or sign up volunteers and staff.
- Interview and hire workers.
- Resolve customer complaints regarding problems, such as payout errors.
- Remove suspected cheaters, such as card counters or other players who may have systems that shift the odds of winning to their favor.
- Track supplies of money to tables and perform any required paperwork.
- Explain and interpret house rules, such as game rules or betting limits.
- Prepare work schedules and station arrangements and keep attendance records.
- Monitor staffing levels to ensure that games and tables are adequately staffed for each shift, arranging for staff rotations and breaks and locating substitute employees as necessary.
- Maintain familiarity with all games used at a facility, as well as strategies or tricks employed in those games.
- Train new workers or evaluate their performance.
- Market or promote the casino to bring in business.
- Direct the distribution of complimentary hotel rooms, meals, or other discounts or free items given to players, based on their length of play and betting totals.
- Establish policies on issues, such as the type of gambling offered and the odds, the extension of credit, or the serving of food and beverages.
- Circulate among gaming tables to ensure that operations are conducted properly, that dealers follow house rules, or that players are not cheating.
- Set and maintain a bank and table limit for each game.
- Direct the compilation of summary sheets that show wager amounts and payoffs for races or events.
- Review operational expenses, budget estimates, betting accounts, or collection reports for accuracy.
- Record, collect, or pay off bets, issuing receipts as necessary.
- Notify board attendants of table vacancies so that waiting patrons can play.
- Monitor credit extended to players.
- Interview and hire workers.
- Interview job applicants to obtain and verify information used to screen and evaluate them.
- Process, verify, and maintain personnel related documentation, including staffing, recruitment, training, grievances, performance evaluations, classifications, and employee leaves of absence.
- Record data for each employee, including such information as addresses, weekly earnings, absences, amount of sales or production, supervisory reports on performance, and dates of and reasons for terminations.
- Explain company personnel policies, benefits, and procedures to employees or job applicants.
- Provide assistance in administering employee benefit programs and worker's compensation plans.
- Answer questions regarding examinations, eligibility, salaries, benefits, and other pertinent information.
- Prepare and set up for new employee orientations.
- Gather personnel records from other departments or employees.
- Examine employee files to answer inquiries and provide information for personnel actions.
- Search employee files to obtain information for authorized persons and organizations, such as credit bureaus and finance companies.
- Compile and prepare reports and documents pertaining to personnel activities.
- Process and review employment applications to evaluate qualifications or eligibility of applicants.
- Inform job applicants of their acceptance or rejection of employment.
- Select applicants meeting specified job requirements and refer them to hiring personnel.
- Arrange for advertising or posting of job vacancies and notify eligible workers of position availability.
- Request information from law enforcement officials, previous employers, and other references to determine applicants' employment acceptability.
- Administer and score applicant and employee aptitude, personality, and interest assessment instruments.
- Prepare badges, passes, and identification cards, and perform other security-related duties.
- Arrange for in-house and external training activities.
- Interview job applicants to obtain and verify information used to screen and evaluate them.
- Perform other clerical duties, such as answering telephone, sorting and distributing mail, running errands or sending faxes.
- Check completed work for spelling, grammar, punctuation, and format.
- File and store completed documents on computer hard drive or disk, or maintain a computer filing system to store, retrieve, update, and delete documents.
- Print and make copies of work.
- Transmit work electronically to other locations.
- Address envelopes or prepare envelope labels, using typewriter or computer.
- Type correspondence, reports, text and other written material from rough drafts, corrected copies, voice recordings, dictation, or previous versions, using a computer, word processor, or typewriter.
- Gather, register, and arrange the material to be typed, following instructions.
- Compute and verify totals on report forms, requisitions, or bills, using adding machine or calculator.
- Keep records of work performed.
- Electronically sort and compile text and numerical data, retrieving, updating, and merging documents as required.
- Search for specific sets of stored, typed characters to make changes.
- Collate pages of reports and other documents.
- Reformat documents, moving paragraphs or columns.
- Adjust settings for format, page layout, line spacing, and other style requirements.
- Use data entry devices, such as optical scanners, to input data into computers for revision or editing.
- Operate and resupply printers and computers, changing print wheels or fluid cartridges, adding paper, and loading blank tapes, cards, or disks into equipment.
- Manage schedules and set dates, times, and locations for meetings and appointments.
- Work with technical material, preparing statistical reports, planning and typing statistical tables, and combining and rearranging material from different sources.
- Transcribe stenotyped notes of court proceedings.
- Perform other clerical duties, such as answering telephone, sorting and distributing mail, running errands or sending faxes.
- Answer telephones, direct calls, and take messages.
- Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
- Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
- 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.
- Make travel arrangements for office personnel.
- Troubleshoot problems involving office equipment, such as computer hardware and software.
- Answer telephones, direct calls, and take messages.
- Answer phone calls and direct calls to appropriate parties or take messages.
- Manage and maintain executives' schedules.
- Make travel arrangements for executives.
- Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.
- Coordinate and direct office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid executives.
- Prepare responses to correspondence containing routine inquiries.
- Open, sort, and distribute incoming correspondence, including faxes and email.
- Greet visitors and determine whether they should be given access to specific individuals.
- Prepare agendas and make arrangements, such as coordinating catering for luncheons, for committee, board, and other meetings.
- Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, and boards of directors.
- Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
- File and retrieve corporate documents, records, and reports.
- Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
- Provide clerical support to other departments.
- Attend meetings to record minutes.
- Process payroll information.
- Interpret administrative and operating policies and procedures for employees.
- Set up and oversee administrative policies and procedures for offices or organizations.
- Meet with individuals, special interest groups, and others on behalf of executives, committees, and boards of directors.
- Compile, transcribe, and distribute minutes of meetings.
- Supervise and train other clerical staff and arrange for employee training by scheduling training or organizing training material.
- Review operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures, or expenditures.
- Answer phone calls and direct calls to appropriate parties or take messages.
- Interview and hire new employees.
- Consult with families or friends of the deceased to arrange funeral details, such as obituary notice wording, casket selection, or plans for services.
- Direct and supervise work of embalmers, funeral attendants, death certificate clerks, cosmetologists, or other staff.
- Schedule funerals, burials, or cremations.
- Sell funeral services, products, or merchandise to clients.
- Monitor funeral service operations to ensure that they comply with applicable policies, regulations, and laws.
- Offer counsel and comfort to families and friends of the deceased.
- Negotiate contracts for prearranged funeral services.
- Respond to customer complaints, legal inquiries, payment negotiations, or other post-service matters.
- Plan and implement changes to service offerings to meet community needs or increase funeral home revenues.
- Direct or monitor administrative, support, repair, or maintenance services for funeral homes.
- Schedule work hours for funeral home or contract employees.
- Set marketing, sales, or other financial goals for funeral service establishments and monitor progress toward these goals.
- Explain goals, policies, or procedures to staff members.
- Complete and maintain records, such as state-required documents, tracking documents, or product inventories.
- Evaluate the performance of vendors, contract employees, or other service providers to ensure quality and cost-efficiency.
- Set prices or credit terms for funeral products or services.
- Review financial statements, sales or activity reports, or other performance data to identify opportunities for cost reductions or service improvements.
- Identify skill development needs for funeral home staff.
- Attend or make presentations at community events to promote funeral home services or build community relationships.
- Plan and implement sales promotions or other marketing strategies and activities for funeral home operations.
- Conduct market research and analyze industry trends.
- Interview and hire new employees.
- Answer telephones and doorbells.
- Keep storage areas and carts well-stocked, clean, and tidy.
- Carry linens, towels, toilet items, and cleaning supplies, using wheeled carts.
- Clean rooms, hallways, lobbies, lounges, restrooms, corridors, elevators, stairways, locker rooms, and other work areas so that health standards are met.
- Empty wastebaskets, empty and clean ashtrays, and transport other trash and waste to disposal areas.
- Sweep, scrub, wax, or polish floors, using brooms, mops, or powered scrubbing and waxing machines.
- Replenish supplies, such as drinking glasses, linens, writing supplies, and bathroom items.
- Clean rugs, carpets, upholstered furniture, and draperies, using vacuum cleaners and shampooers.
- Wash windows, walls, ceilings, and woodwork, waxing and polishing as necessary.
- Dust and polish furniture and equipment.
- Disinfect equipment and supplies, using germicides or steam-operated sterilizers.
- Observe precautions required to protect hotel and guest property and report damage, theft, and found articles to supervisors.
- Sort, count, and mark clean linens and store them in linen closets.
- Sort clothing and other articles, load washing machines, and iron and fold dried items.
- Assign duties to other staff and give instructions regarding work methods and routines.
- Move and arrange furniture and turn mattresses.
- Replace light bulbs.
- Deliver television sets, ironing boards, baby cribs, and rollaway beds to guests' rooms.
- Hang draperies and dust window blinds.
- Request repair services and wait for repair workers to arrive.
- Prepare rooms for meetings and arrange decorations, media equipment, and furniture for social or business functions.
- Remove debris from driveways, garages, and swimming pool areas.
- Wash dishes and clean kitchens, cooking utensils, and silverware.
- Polish silver accessories and metalwork, such as fixtures and fittings.
- Run errands, such as taking laundry to the cleaners and buying groceries.
- Answer telephones and doorbells.
- Investigate or interview individuals suspected of shoplifting or internal theft.
- Coordinate or conduct internal investigations of problems such as employee theft and violations of corporate loss prevention policies.
- Administer systems and programs to reduce loss, maintain inventory control, or increase safety.
- Review loss prevention exception reports and cash discrepancies to ensure adherence to guidelines.
- Train loss prevention staff, retail managers, or store employees on loss control and prevention measures.
- Provide recommendations and solutions in crisis situations such as workplace violence, protests, and demonstrations.
- Identify potential for loss and develop strategies to eliminate it.
- Hire or supervise loss prevention staff.
- Advise retail managers on compliance with applicable codes, laws, regulations, or standards.
- Develop and maintain partnerships with federal, state, or local law enforcement agencies or members of the retail loss prevention community.
- Perform or direct inventory investigations in response to shrink results outside of acceptable ranges.
- Maintain documentation of all loss prevention activity.
- Assess security needs across locations to ensure proper deployment of loss prevention resources, such as staff and technology.
- Monitor compliance to operational, safety, or inventory control procedures, including physical security standards.
- Verify correct use and maintenance of physical security systems, such as closed-circuit television, merchandise tags, and burglar alarms.
- Visit stores to ensure compliance with company policies and procedures.
- Analyze retail data to identify current or emerging trends in theft or fraud.
- Direct loss prevention audit programs including target store audits, maintenance audits, safety audits, or electronic article surveillance (EAS) audits.
- Collaborate with law enforcement to investigate and solve external theft or fraud cases.
- Coordinate theft and fraud investigations involving career criminals or organized group activities.
- Supervise surveillance, detection, or criminal processing related to theft and criminal cases.
- Perform cash audits and deposit investigations to fully account for store cash.
- Recommend improvements in loss prevention programs, staffing, scheduling, or training.
- Direct installation of covert surveillance equipment, such as security cameras.
- Monitor and review paperwork procedures and systems to prevent error-related shortages.
- Advise retail establishments on development of loss-investigation procedures.
- Maintain databases such as bad check logs, reports on multiple offenders, and alarm activation lists.
- Investigate or interview individuals suspected of shoplifting or internal theft.
- 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.
- Resolve problems or discrepancies concerning customers' accounts.
- 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.
- Prepare work schedules for staff.
- 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.
- Answer telephones and assist customers with their questions.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- Operate computers programmed with accounting software to record, store, and analyze information.
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
- Comply with federal, state, and company policies, procedures, and regulations.
- Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
- Receive, record, and bank cash, checks, and vouchers.
- Code documents according to company procedures.
- Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
- Reconcile or note and report discrepancies found in records.
- Access computerized financial information to answer general questions as well as those related to specific accounts.
- Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
- Match order forms with invoices, and record the necessary information.
- Perform personal bookkeeping services.
- Prepare and process payroll information.
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- Compute deductions for income and social security taxes.
- Calculate and prepare checks for utilities, taxes, and other payments.
- Monitor status of loans and accounts to ensure that payments are up to date.
- Reconcile records of bank transactions.
- Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
- Compare computer printouts to manually maintained journals to determine if they match.
- Transfer details from separate journals to general ledgers or data processing sheets.
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
- Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
- Prepare purchase orders and expense reports.
- Prepare trial balances of books.
- Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
- Maintain inventory records.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- Interview, select, and train warehouse and supervisory personnel.
- Supervise the activities of workers engaged in receiving, storing, testing, and shipping products or materials.
- Plan, develop, or implement warehouse safety and security programs and activities.
- Inspect physical conditions of warehouses, vehicle fleets, or equipment and order testing, maintenance, repairs, or replacements.
- Plan, organize, or manage the work of subordinate staff to ensure that the work is accomplished in a manner consistent with organizational requirements.
- Collaborate with other departments to integrate logistics with business systems or processes, such as customer sales, order management, accounting, or shipping.
- Analyze all aspects of corporate logistics to determine the most cost-effective or efficient means of transporting products or supplies.
- Resolve problems concerning transportation, logistics systems, imports or exports, or customer issues.
- Develop and document standard and emergency operating procedures for receiving, handling, storing, shipping, or salvaging products or materials.
- Monitor operations to ensure that staff members comply with administrative policies and procedures, safety rules, union contracts, environmental policies, or government regulations.
- Analyze the financial impact of proposed logistics changes, such as routing, shipping modes, product volumes or mixes, or carriers.
- Monitor inventory levels of products or materials in warehouses.
- Establish or monitor specific supply chain-based performance measurement systems.
- Prepare and manage departmental budgets.
- Monitor product import or export processes to ensure compliance with regulatory or legal requirements.
- Prepare management recommendations, such as proposed fee and tariff increases or schedule changes.
- Advise sales and billing departments of transportation charges for customers' accounts.
- Analyze expenditures and other financial information to develop plans, policies, or budgets for increasing profits or improving services.
- Confer with department heads to coordinate warehouse activities, such as production, sales, records control, or purchasing.
- Implement specific customer requirements, such as internal reporting or customized transportation metrics.
- Maintain metrics, reports, process documentation, customer service logs, or training or safety records.
- Examine invoices and shipping manifests for conformity to tariff and customs regulations.
- Plan or implement energy saving changes to transportation services, such as reducing routes, optimizing capacities, employing alternate modes of transportation, or minimizing idling.
- Evaluate contractors or business partners for operational efficiency or safety or environmental performance records.
- Negotiate with carriers, warehouse operators, or insurance company representatives for services and preferential rates.
- Develop or implement plans for facility modification or expansion, such as equipment purchase or changes in space allocation or structural design.
- Direct inbound or outbound operations, such as transportation or warehouse activities, safety performance, and logistics quality management.
- Plan or implement improvements to internal or external systems or processes.
- Recommend or authorize capital expenditures for acquisition of new equipment or property to increase efficiency and services.
- Review invoices, work orders, consumption reports, or demand forecasts to estimate peak performance periods and to issue work assignments.
- Interview, select, and train warehouse and supervisory personnel.
