- Total sales, and collect money from customers.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 3 | 3 | 2 | 41-2011.00 | Cashiers 
|
| 3 | 3 | 3 | 43-3021.00 | Billing and Posting Clerks |
| 2 | 3 | 2 | 43-9041.00 | Insurance Claims and Policy Processing Clerks |
| 2 | 2 | 2 | 11-9131.00 | Postmasters and Mail Superintendents |
| 2 | 2 | 4 | 11-9081.00 | Lodging Managers
|
| 2 | 2 | 2 | 53-7065.00 | Stockers and Order Fillers
|
| 1 | 4 | 2 | 41-2031.00 | Retail Salespersons
|
| 1 | 4 | 2 | 43-3071.00 | Tellers |
| 1 | 3 | 4 | 41-3031.00 | Securities, Commodities, and Financial Services Sales Agents
|
| 1 | 2 | 2 | 53-3031.00 | Driver/Sales Workers
|
| 1 | 2 | 2 | 41-3091.00 | Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
|
| 1 | 2 | 2 | 53-3054.00 | Taxi Drivers
|
| 1 | 2 | 2 | 43-4151.00 | Order Clerks |
| 1 | 2 | 2 | 43-4171.00 | Receptionists and Information Clerks
|
| 1 | 2 | 2 | 43-4181.00 | Reservation and Transportation Ticket Agents and Travel Clerks |
| 1 | 2 | 3 | 43-3031.00 | Bookkeeping, Accounting, and Auditing Clerks
|
| 1 | 2 | 4 | 13-1199.06 | Online Merchants
|
| 1 | 1 | 3 | 41-3041.00 | Travel Agents |
| 1 | 1 | 4 | 13-2041.00 | Credit Analysts |
| 1 | 1 | 4 | 13-1011.00 | Agents and Business Managers of Artists, Performers, and Athletes
|
| 1 | 1 | 3 | 49-3041.00 | Farm Equipment Mechanics and Service Technicians
|
| 1 | 1 | 2 | 43-4051.00 | Customer Service Representatives
|
| 1 | 1 | 3 | 13-1041.00 | Compliance Officers
|
| 1 | 1 | 2 | 41-2021.00 | Counter and Rental Clerks |
| 1 | 1 | 2 | 43-2021.00 | Telephone Operators |
| 1 | 1 | 2 | 43-5061.00 | Production, Planning, and Expediting Clerks |
| 1 | 1 | 2 | 43-9071.00 | Office Machine Operators, Except Computer |
| 1 | 1 | 2 | 49-9091.00 | Coin, Vending, and Amusement Machine Servicers and Repairers |
| 1 | 1 | 2 | 11-9071.00 | Gambling Managers |
| 1 | 1 | 4 | 41-3021.00 | Insurance Sales Agents
|
| 1 | 1 | 2 | 43-3061.00 | Procurement Clerks |
| 1 | 1 | 2 | 43-4021.00 | Correspondence Clerks |
| 1 | 1 | 2 | 43-4081.00 | Hotel, Motel, and Resort Desk Clerks |
| 1 | 1 | 2 | 49-9052.00 | Telecommunications Line Installers and Repairers
|
| 1 | 1 | 4 | 11-3031.01 | Treasurers and Controllers
|
| 1 | 1 | 2 | 43-5111.00 | Weighers, Measurers, Checkers, and Samplers, Recordkeeping |
| 1 | 1 | 2 | 51-8093.00 | Petroleum Pump System Operators, Refinery Operators, and Gaugers |
| 1 | 1 | 2 | 49-9011.00 | Mechanical Door Repairers
|
| 1 | 1 | 3 | 13-2081.00 | Tax Examiners and Collectors, and Revenue Agents |
| 1 | 1 | 2 | 11-9051.00 | Food Service Managers |
| 1 | 1 | 2 | 49-9031.00 | Home Appliance Repairers |
| 1 | 1 | 3 | 49-9012.00 | Control and Valve Installers and Repairers, Except Mechanical Door |
- Establish or identify prices of goods, services, or admission, and tabulate bills, using calculators, cash registers, or optical price scanners.
- Calculate total payments received during a time period, and reconcile this with total sales.
- Compute and record totals of transactions.
- Receive payment by cash, check, credit cards, vouchers, or automatic debits.
- Answer customers' questions, and provide information on procedures or policies.
- Help customers find the location of products.
- 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.
- Answer incoming phone calls.
- 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.
- Offer customers carry-out service at the completion of transactions.
- Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change.
- Keep periodic balance sheets of amounts and numbers 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.
- Establish or identify prices of goods, services, or admission, and tabulate bills, using calculators, cash registers, or optical price scanners.
- Calculate total payments received during a time period, and reconcile this with total sales.
- Compute and record totals of transactions.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Estimate market value of products or services.
- Verify accuracy of billing data and revise any errors.
- Resolve discrepancies in accounting records.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Operate typing, adding, calculating, or billing machines.
- Post stop-payment notices to prevent payment of protested checks.
- Verify signatures and required information on checks.
- Keep records of invoices and support documents.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Contact customers to obtain or relay account information.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- 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.
- Update manuals when rates, rules, or regulations are amended.
- 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.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Estimate market value of products or services.
- Calculate amount of claim.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Collect initial premiums and issue receipts.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Post or attach information to claim file.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Review insurance policy to determine coverage.
- Process and record new insurance policies and claims.
- Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
- Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
- Correspond with insured or agent to obtain information or to inform them of account status or changes.
- Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
- Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
- Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
- Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
- Notify insurance agent and accounting department of policy cancellation.
- Pay small claims.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Check computations of interest accrued, premiums due, and settlement surrender on loan values.
- Interview clients and take their calls to provide customer service and obtain information on claims.
- Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
- Compose business correspondence for supervisors, managers, and professionals.
- Apply insurance rating systems.
- Enter insurance- and claims-related information into database systems.
- Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
- Calculate amount of claim.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Collect initial premiums and issue receipts.
- Issue and cash money orders.
- Collect rents for post office boxes.
- Monitor employees' work schedules and attendance for payroll purposes.
- Organize and supervise activities, such as the processing of incoming and outgoing mail.
- Resolve customer complaints.
- Prepare employee work schedules.
- Direct and coordinate operational, management, and supportive services of one or a number of postal facilities.
- Hire and train employees, and evaluate their performance.
- Prepare and submit detailed and summary reports of post office activities to designated supervisors.
- Negotiate labor disputes.
- Select and train postmasters and managers of associate postal units.
- Inform the public of available services, and of postal laws and regulations.
- Confer with suppliers to obtain bids for proposed purchases and to requisition supplies, disbursing funds according to federal regulations.
- Issue and cash money orders.
- Collect rents for post office boxes.
- Receive and process advance registration payments, mail letters of confirmation, or return checks when registrations cannot be accepted.
- Collect payments and record data pertaining to funds and expenditures.
- Answer inquiries pertaining to hotel policies and services, and resolve occupants' complaints.
- 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.
- Greet and register guests.
- 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.
- Interview and hire applicants.
- Purchase supplies, and arrange for outside services, such as deliveries, laundry, maintenance and repair, and trash collection.
- 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.
- Arrange telephone answering services, deliver mail and packages, or answer questions regarding locations for eating and entertainment.
- Meet with clients to schedule and plan details of conventions, banquets, receptions and other functions.
- Book tickets for guests for local tours and attractions.
- Receive and process advance registration payments, mail letters of confirmation, or return checks when registrations cannot be accepted.
- Collect payments and record data pertaining to funds and expenditures.
- Compute prices of items or groups of items.
- Itemize and total customer merchandise selection at checkout counter, using cash register, and accept cash or charge card for purchases.
- Complete order receipts.
- Answer customers' questions about merchandise and advise customers on merchandise selection.
- Issue or distribute materials, products, parts, and supplies to customers or coworkers, based on information from incoming requisitions.
- Keep records of out-going orders.
- Stock shelves, racks, cases, bins, and tables with new or transferred merchandise.
- Operate equipment such as forklifts.
- Stamp, attach, or change price tags on merchandise, referring to price list.
- Obtain merchandise from bins or shelves.
- Receive and count stock items, and record data manually or on computer.
- Read orders to ascertain catalog numbers, sizes, colors, and quantities of merchandise.
- Receive, unload, open, unpack, or issue sales floor merchandise.
- Pack customer purchases in bags or cartons.
- Store items in an orderly and accessible manner in warehouses, tool rooms, supply rooms, or other areas.
- Mark stock items, using identification tags, stamps, electric marking tools, or other labeling equipment.
- Pack and unpack items to be stocked on shelves in stockrooms, warehouses, or storage yards.
- Take inventory or examine merchandise to identify items to be reordered or replenished.
- Clean display cases, shelves, and aisles.
- Keep records on the use or damage of stock or stock-handling equipment.
- Clean and maintain supplies, tools, equipment, and storage areas to ensure compliance with safety regulations.
- Determine proper storage methods, identification, and stock location, based on turnover, environmental factors, and physical capabilities of facilities.
- Dispose of damaged or defective items, or return them to vendors.
- Recommend disposal of excess, defective, or obsolete stock.
- Design and set up advertising signs and displays of merchandise on shelves, counters, or tables to attract customers and promote sales.
- Provide assistance or direction to other stockroom, warehouse, or storage yard workers.
- Examine and inspect stock items for wear or defects, reporting any damage to supervisors.
- Requisition merchandise from supplier, based on available space, merchandise on hand, customer demand, or advertised specials.
- Compare merchandise invoices to items actually received to ensure that shipments are correct.
- Transport packages to customers' vehicles.
- Compute prices of items or groups of items.
- Itemize and total customer merchandise selection at checkout counter, using cash register, and accept cash or charge card for purchases.
- Compute sales prices, total purchases, and receive and process cash or credit payment.
- Estimate and quote trade-in allowances.
- Estimate quantity and cost of merchandise required, such as paint or floor covering.
- Estimate cost of repair or alteration of merchandise.
- Greet customers and ascertain what each customer wants or needs.
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
- Prepare merchandise for purchase or rental.
- Answer questions regarding the store and its merchandise.
- Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
- Demonstrate use or operation of merchandise.
- Describe merchandise and explain use, operation, and care of merchandise to customers.
- Ticket, arrange, and display merchandise to promote sales.
- Inventory stock and requisition new stock.
- Exchange merchandise for customers and accept returns.
- Watch for and recognize security risks and thefts and know how to prevent or handle these situations.
- Place special orders or call other stores to find desired items.
- Clean shelves, counters, and tables.
- Maintain records related to sales.
- Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits.
- Prepare sales slips or sales contracts.
- Bag or package purchases and wrap gifts.
- Help customers try on or fit merchandise.
- Sell or arrange for delivery, insurance, financing, or service contracts for merchandise.
- Rent merchandise to customers.
- Compute sales prices, total purchases, and receive and process cash or credit payment.
- Estimate and quote trade-in allowances.
- Estimate quantity and cost of merchandise required, such as paint or floor covering.
- Estimate cost of repair or alteration of merchandise.
- Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Receive and count daily inventories of cash, drafts, and travelers' checks.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- 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.
- Answer telephones and assist customers with their questions.
- 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.
- Order a supply of cash to meet daily needs.
- Arrange monies received in cash boxes and coin dispensers according to denomination.
- 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.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Receive and count daily inventories of cash, drafts, and travelers' checks.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Calculate costs for billings or commissions.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Price securities or commodities based on market conditions.
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Report all positions or trading results.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Discuss financial options with clients and keep them informed about transactions.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Develop financial plans, based on analysis of clients' financial status.
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
- Devise trading, option, or hedge strategies.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
- Offer advice on the purchase or sale of particular securities.
- Contact prospective customers to present information and explain available services.
- Explain stock market terms or trading practices to clients.
- Prepare financial reports to monitor client or corporate finances.
- Supervise support staff and ensure proper execution of contracts.
- Relay buy or sell orders to securities exchanges or to firm trading departments.
- Evaluate costs and revenue of agreements to determine continued profitability.
- Sell services or equipment, such as trusts, investments, or check processing services.
- Negotiate prices or contracts for securities or commodities sales or purchases.
- Prepare and send requests for price quotations to all companies in a particular market.
- Purchase or sell financial derivatives for customers.
- Calculate costs for billings or commissions.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Price securities or commodities based on market conditions.
- Collect coins from vending machines, refill machines, and remove aged merchandise.
- Collect money from customers, make change, and record transactions on customer receipts.
- Drive trucks to deliver such items as food, medical supplies, or newspapers.
- Inform regular customers of new products or services and price changes.
- Record sales or delivery information on daily sales or delivery record.
- Listen to and resolve customers' complaints regarding products or services.
- Maintain trucks and food-dispensing equipment and clean inside of machines that dispense food or beverages.
- Arrange merchandise and sales promotion displays or issue sales promotion materials to customers.
- Write customer orders and sales contracts according to company guidelines.
- Review lists of dealers, customers, or station drops and load trucks.
- Call on prospective customers to explain company services or to solicit new business.
- Sell food specialties, such as sandwiches and beverages, to office workers and patrons of sports events.
- Collect coins from vending machines, refill machines, and remove aged merchandise.
- Collect money from customers, make change, and record transactions on customer receipts.
- Compute and compare costs of services.
- Quote prices, credit terms, contract terms, or fulfillment dates for services.
- Answer customers' questions about services, prices, availability, or credit terms.
- Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, regulations, or industry developments.
- Consult with clients after sales or contract signings to resolve problems and provide ongoing support.
- Contact prospective or existing customers to discuss how services can meet their needs.
- Create forms or agreements to complete sales.
- Develop sales presentations or proposals to explain service specifications.
- Distribute promotional materials at meetings, conferences, or trade shows.
- Emphasize or recommend service features based on knowledge of customers' needs and vendor capabilities and limitations.
- Identify prospective customers using business directories, leads from clients, or information from conferences or trade shows.
- Inform customers of contracts or other information pertaining to purchased services.
- Maintain customer records using automated systems.
- Monitor market conditions, innovations, and competitors' services, prices, and sales.
- Negotiate prices or terms of sales or service agreements.
- Compute and compare costs of services.
- Quote prices, credit terms, contract terms, or fulfillment dates for services.
- Turn the taximeter on when passengers enter the cab, and turn it off when they reach the final destination.
- Collect fares or vouchers from passengers, and make change or issue receipts as necessary.
- Communicate with dispatchers by radio, telephone, or computer to exchange information and receive requests for passenger service.
- Complete accident reports when necessary.
- Determine fares based on trip distances and times, using taximeters and fee schedules, and announce fares to passengers.
- Drive taxicabs or privately owned vehicles to transport passengers.
- Follow relevant safety regulations and state laws governing vehicle operation, and ensure that passengers follow safety regulations.
- Notify dispatchers or company mechanics of vehicle problems.
- Perform minor vehicle repairs, such as cleaning spark plugs, or take vehicles to mechanics for servicing.
- Perform routine vehicle maintenance, such as regulating tire pressure and adding gasoline, oil, and water.
- Pick up passengers at prearranged locations, at taxi stands, or by cruising streets in high-traffic areas.
- Provide passengers with assistance entering and exiting vehicles, and help them with any luggage.
- Provide passengers with information or advice about the local area, points of interest, hotels, or restaurants.
- Report to taxicab services or garages to receive vehicle assignments.
- Test vehicle equipment, such as lights, brakes, horns, or windshield wipers, to ensure proper operation.
- Vacuum and clean interiors and wash and polish exteriors of automobiles.
- Turn the taximeter on when passengers enter the cab, and turn it off when they reach the final destination.
- Collect fares or vouchers from passengers, and make change or issue receipts as necessary.
- Compute total charges for merchandise or services and shipping charges.
- Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
- Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
- Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
- Recommend merchandise or services that will meet customers' needs.
- Inspect outgoing work for compliance with customers' specifications.
- Receive and respond to customer complaints.
- Check inventory records to determine availability of requested merchandise.
- Verify customer and order information for correctness, checking it against previously obtained information as necessary.
- Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.
- File copies of orders received, or post orders on records.
- Notify departments when supplies of specific items are low, or when orders would deplete available supplies.
- Prepare invoices, shipping documents, and contracts.
- Confer with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace shipments.
- Direct specified departments or units to prepare and ship orders to designated locations.
- Adjust inventory records to reflect product movement.
- Calculate and compile order-related statistics, and prepare reports for management.
- Recommend type of packing or labeling needed on order.
- Attempt to sell additional merchandise or services to prospective or current customers by telephone or through visits.
- Compute total charges for merchandise or services and shipping charges.
- Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
- Calculate and quote rates for tours, stocks, insurance policies, or other products or services.
- Receive payment and record receipts for services.
- Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
- Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
- 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.
- Keep a current record of staff members' whereabouts and availability.
- Schedule space or equipment for special programs and prepare lists of participants.
- Process and prepare memos, correspondence, travel vouchers, or other documents.
- Enroll individuals to participate in programs and notify them of their acceptance.
- Take orders for merchandise or materials and send them to the proper departments to be filled.
- Conduct tours or deliver talks describing features of public facilities, such as a historic site or national park.
- Calculate and quote rates for tours, stocks, insurance policies, or other products or services.
- Receive payment and record receipts for services.
- Plan routes, itineraries, and accommodation details, and compute fares and fees, using schedules, rate books, and computers.
- Prepare customer invoices and accept payment.
- Examine passenger documentation to determine destinations and to assign boarding passes.
- Trace lost, delayed, or misdirected baggage for customers.
- Check baggage and cargo and direct passengers to designated locations for loading.
- Provide boarding or disembarking assistance to passengers needing special assistance.
- Confer with customers to determine their service requirements and travel preferences.
- Announce arrival and departure information, using public address systems.
- Determine whether space is available on travel dates requested by customers, assigning requested spaces when available.
- Assemble and issue required documentation, such as tickets, travel insurance policies, or itineraries.
- Maintain computerized inventories of available passenger space and provide information on space reserved or available.
- Inform clients of essential travel information, such as travel times, transportation connections, or medical and visa requirements.
- Answer inquiries regarding information, such as schedules, accommodations, procedures, or policies.
- Make and confirm reservations for transportation and accommodations, using telephones, faxes, mail, and computers.
- Keep information facilities clean during operation.
- Provide clients with assistance in preparing required travel documents and forms.
- Open or close information facilities.
- Provide customers with travel suggestions and information sources, such as guides, directories, brochures, or maps.
- Contact customers or travel agents to advise them of travel conveyance changes or to confirm reservations.
- Promote particular destinations, tour packages, and other travel services.
- Contact motel, hotel, resort, and travel operators to obtain current advertising literature.
- Plan routes, itineraries, and accommodation details, and compute fares and fees, using schedules, rate books, and computers.
- Prepare customer invoices and accept payment.
- Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
- Receive, record, and bank cash, checks, and vouchers.
- 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.
- 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.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- 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.
- 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.
- Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
- Receive, record, and bank cash, checks, and vouchers.
- Receive and process payments from customers, using electronic transaction services.
- Determine and set product prices.
- Fill customer orders by packaging sold items and documentation for direct shipping or by transferring orders to manufacturers or third-party distributors.
- Create, manage, or automate orders or invoices, using order management or invoicing software.
- Deliver e-mail confirmation of completed transactions and shipment.
- Correspond with online customers via electronic mail, telephone, or other electronic messaging to address questions or complaints about products, policies, or shipping methods.
- Purchase new or used items from online or physical sources for resale via retail or auction Web site.
- Calculate purchase subtotals, taxes, and shipping costs for submission to customers.
- Compose descriptions of merchandise for posting to online storefront, auction sites, or other shopping Web sites.
- Compose images of products, using video or still cameras, lighting equipment, props, or photo or video editing software.
- Upload digital media, such as photos, video, or scanned images to online storefront, auction sites, or other shopping Web sites.
- Calculate revenue, sales, and expenses, using financial accounting or spreadsheet software.
- Cancel orders based on customer requests or inventory or delivery problems.
- Prepare or organize online storefront marketing material, including product descriptions or subject lines, optimizing content to search engine criteria.
- Order or purchase merchandise to maintain optimal inventory levels.
- Determine location for product listings to maximize exposure to online traffic.
- Create or maintain database of customer accounts.
- Promote products in online communities through weblog or discussion-forum postings, e-mail marketing programs, or online advertising.
- Collaborate with search engine shopping specialists to place marketing content in desired online locations.
- Investigate products or markets to determine areas for opportunity or viability for merchandising specific products, using online or offline sources.
- Maintain inventory of shipping supplies, such as boxes, labels, tape, bubble wrap, loose packing materials, or tape guns.
- Measure and analyze Web site usage data to maximize search engine returns or refine customer interfaces.
- Develop or revise business plans for online business, emphasizing factors such as product line, pricing, inventory, or marketing strategy.
- Disclose merchant information and terms and policies of transactions in online or offline materials.
- Design customer interface of online storefront, using web programming or e-commerce software.
- Select and purchase technical web services, such as web hosting services, online merchant accounts, shopping cart software, payment gateway software, or spyware.
- Transfer digital media, such as music, video, or software, to customers via the Internet.
- Devise, select, or purchase domain name and web address.
- Initiate online auctions through auction hosting sites or auction management software.
- Implement security practices to preserve assets, minimize liabilities, or ensure customer privacy, using parallel servers, hardware redundancy, fail-safe technology, information encryption, or firewalls.
- Investigate sources, such as auctions, estate sales, liquidators, wholesalers, or trade shows for new items, used items, or collectibles.
- Participate in online forums or conferences to stay abreast of online retailing trends, techniques, or security threats.
- Integrate online retailing strategy with physical or catalogue retailing operations.
- Create or distribute offline promotional material, such as brochures, pamphlets, business cards, stationary, or signage.
- Receive and process payments from customers, using electronic transaction services.
- Determine and set product prices.
- Compute cost of travel and accommodations, using calculator, computer, carrier tariff books, and hotel rate books, or quote package tour's costs.
- Collect payment for transportation and accommodations from customer.
- Plan, describe, arrange, and sell itinerary tour packages and promotional travel incentives offered by various travel carriers.
- Converse with customer to determine destination, mode of transportation, travel dates, financial considerations, and accommodations required.
- Record and maintain information on clients, vendors, and travel packages.
- Book transportation and hotel reservations, using computer or telephone.
- Print or request transportation carrier tickets, using computer printer system or system link to travel carrier.
- Provide customer with brochures and publications containing travel information, such as local customs, points of interest, or foreign country regulations.
- Compute cost of travel and accommodations, using calculator, computer, carrier tariff books, and hotel rate books, or quote package tour's costs.
- Contact customers to collect payments on delinquent accounts.
- Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.
- Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval.
- Generate financial ratios, using computer programs, to evaluate customers' financial status.
- Prepare reports that include the degree of risk involved in extending credit or lending money.
- Analyze financial data, such as income growth, quality of management, and market share to determine expected profitability of loans.
- Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
- Consult with customers to resolve complaints and verify financial and credit transactions.
- Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Confer with credit association and other business representatives to exchange credit information.
- Contact customers to collect payments on delinquent accounts.
- Collect fees, commissions, or other payments, according to contract terms.
- Send samples of clients' work and other promotional material to potential employers to obtain auditions, sponsorships, or endorsement deals.
- Keep informed of industry trends and deals.
- Conduct auditions or interviews to evaluate potential clients.
- Negotiate with managers, promoters, union officials, and other persons regarding clients' contractual rights and obligations.
- Confer with clients to develop strategies for their careers, and to explain actions taken on their behalf.
- Develop contacts with individuals and organizations, and apply effective strategies and techniques to ensure their clients' success.
- Schedule promotional or performance engagements for clients.
- Arrange meetings concerning issues involving their clients.
- Manage business and financial affairs for clients, such as arranging travel and lodging, selling tickets, and directing marketing and advertising activities.
- Hire trainers or coaches to advise clients on performance matters, such as training techniques or performance presentations.
- Prepare periodic accounting statements for clients.
- Obtain information about or inspect performance facilities, equipment, and accommodations to ensure that they meet specifications.
- Advise clients on financial and legal matters, such as investments and taxes.
- Collect fees, commissions, or other payments, according to contract terms.
- Calculate bills according to record of repairs made, labor time, and parts used.
- Maintain, repair, and overhaul farm machinery and vehicles, such as tractors, harvesters, and irrigation systems.
- Dismantle defective machines for repair, using hand tools.
- Record details of repairs made and parts used.
- Reassemble machines and equipment following repair, testing operation and making adjustments, as necessary.
- Clean and lubricate parts.
- Test and replace electrical components and wiring, using test meters, soldering equipment, and hand tools.
- Tune or overhaul engines.
- Examine and listen to equipment, read inspection reports, and confer with customers to locate and diagnose malfunctions.
- Repair or replace defective parts, using hand tools, milling and woodworking machines, lathes, welding equipment, grinders, or saws.
- Drive trucks to haul tools and equipment for on-site repair of large machinery.
- Fabricate new metal parts, using drill presses, engine lathes, and other machine tools.
- Repair bent or torn sheet metal.
- Install and repair agricultural irrigation, plumbing, and sprinkler systems.
- Calculate bills according to record of repairs made, labor time, and parts used.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Check to ensure that appropriate changes were made to resolve customers' problems.
- Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
- Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
- Refer unresolved customer grievances to designated departments for further investigation.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Review insurance policy terms to determine whether a particular loss is covered by insurance.
- Review claims adjustments with dealers, examining parts claimed to be defective, and approving or disapproving dealers' claims.
- Solicit sales of new or additional services or products.
- Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
- Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
- Order tests that could determine the causes of product malfunctions.
- Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Collect fees for licenses.
- Warn violators of infractions or penalties.
- Evaluate applications, records, or documents to gather information about eligibility or liability issues.
- Advise licensees or other individuals or groups concerning licensing, permit, or passport regulations.
- Prepare reports of activities, evaluations, recommendations, or decisions.
- Report law or regulation violations to appropriate boards or agencies.
- Confer with or interview officials, technical or professional specialists, or applicants to obtain information or to clarify facts relevant to licensing decisions.
- Issue licenses to individuals meeting standards.
- Administer oral, written, road, or flight tests to license applicants.
- Visit establishments to verify that valid licenses or permits are displayed and that licensing standards are being upheld.
- Score tests and observe equipment operation and control to rate ability of applicants.
- Prepare correspondence to inform concerned parties of licensing decisions or appeals processes.
- Identify compliance issues that require follow-up or investigation.
- Keep informed regarding pending industry changes, trends, or best practices.
- Provide assistance to internal or external auditors in compliance reviews.
- Verify that all firm and regulatory policies and procedures have been documented, implemented, and communicated.
- Collect fees for licenses.
- Compute charges for merchandise or services and receive payments.
- Receive orders for services, such as rentals, repairs, dry cleaning, and storage.
- Explain rental fees, policies, and procedures.
- Provide information about rental items, such as availability, operation, or description.
- Advise customers on use and care of merchandise.
- Greet customers and discuss the type, quality, and quantity of merchandise sought for rental.
- Answer telephones to provide information and receive orders.
- Inspect and adjust rental items to meet needs of customer.
- Prepare rental forms, obtaining customer signature and other information, such as required licenses.
- Rent items, arrange for provision of services to customers, and accept returns.
- Keep records of transactions and of the number of customers entering an establishment.
- Receive, examine, and tag articles to be altered, cleaned, stored, or repaired.
- Reserve items for requested times and keep records of items rented.
- Prepare merchandise for display or for purchase or rental.
- Recommend and provide advice on a wide variety of products and services.
- Allocate equipment to participants in sporting events or recreational activities.
- Compute charges for merchandise or services and receive payments.
- Calculate and quote charges for services such as long-distance connections.
- Listen to customer requests, referring to alphabetical or geographical directories to answer questions and provide telephone information.
- 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.
- 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.
- 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.
- Calculate and quote charges for services such as long-distance connections.
- Calculate figures, such as required amounts of labor or materials, manufacturing costs, or wages, using pricing schedules, adding machines, calculators, or computers.
- Distribute production schedules or work orders to departments.
- Revise production schedules when required due to design changes, labor or material shortages, backlogs, or other interruptions, collaborating with management, marketing, sales, production, or engineering.
- Review documents, such as production schedules, work orders, or staffing tables, to determine personnel or materials requirements or material priorities.
- Arrange for delivery, assembly, or distribution of supplies or parts to expedite flow of materials and meet production schedules.
- Confer with establishment personnel, vendors, or customers to coordinate production or shipping activities and to resolve complaints or eliminate delays.
- Requisition and maintain inventories of materials or supplies necessary to meet production demands.
- Confer with department supervisors or other personnel to assess progress and discuss needed changes.
- Plan production commitments or timetables for business units, specific programs, or jobs, using sales forecasts.
- Compile information, such as production rates and progress, materials inventories, materials used, or customer information, so that status reports can be completed.
- Examine documents, materials, or products and monitor work processes to assess completeness, accuracy, and conformance to standards and specifications.
- Compile and prepare documentation related to production sequences, transportation, personnel schedules, or purchase, maintenance, or repair orders.
- Contact suppliers to verify shipment details.
- Record production data, including volume produced, consumption of raw materials, or quality control measures.
- Establish and prepare product construction directions and locations and information on required tools, materials, equipment, numbers of workers needed, and cost projections.
- Maintain files, such as maintenance records, bills of lading, or cost reports.
- Provide documentation and information to account for delays, difficulties, or changes to cost estimates.
- Calculate figures, such as required amounts of labor or materials, manufacturing costs, or wages, using pricing schedules, adding machines, calculators, or computers.
- Compute prices for services and receive payment, or provide supervisors with billing information.
- Read job orders to determine the type of work to be done, the quantities to be produced, and the materials needed.
- Deliver completed work.
- Place original copies in feed trays, feed originals into feed rolls, or position originals on tables beneath camera lenses.
- Sort, assemble, and proof completed work.
- Operate office machines such as high speed business photocopiers, readers, scanners, addressing machines, stencil-cutting machines, microfilm readers or printers, folding and inserting machines, bursters, and binder machines.
- Complete records of production, including work volumes and outputs, materials used, and any backlogs.
- Set up and adjust machines, regulating factors such as speed, ink flow, focus, and number of copies.
- Load machines with materials such as blank paper or film.
- Monitor machine operation, and make adjustments as necessary to ensure proper operation.
- Clean machines, perform minor repairs, and report major repair needs.
- File and store completed documents.
- Operate auxiliary machines such as collators, pad and tablet making machines, staplers, and paper punching, folding, cutting, and perforating machines.
- Maintain stock of supplies, and requisition any needed items.
- Prepare and process papers for use in scanning, microfilming, and microfiche.
- Clean and file master copies or plates.
- Cut copies apart and write identifying information, such as page numbers or titles, on copies.
- Move heat units and clamping frames over screen beds to form Braille impressions on pages, raising frames to release individual copies.
- Compute prices for services and receive payment, or provide supervisors with billing information.
- Collect coins and bills from machines, prepare invoices, and settle accounts with concessionaires.
- Fill machines with products, ingredients, money, and other supplies.
- Inspect machines and meters to determine causes of malfunctions and fix minor problems such as jammed bills or stuck products.
- Test machines to determine proper functioning.
- Replace malfunctioning parts, such as worn magnetic heads on automatic teller machine (ATM) card readers.
- Maintain records of machine maintenance and repair.
- Clean and oil machine parts.
- Order parts needed for machine repairs.
- Adjust and repair coin, vending, or amusement machines and meters and replace defective mechanical and electrical parts, using hand tools, soldering irons, and diagrams.
- Record transaction information on forms or logs, and notify designated personnel of discrepancies.
- Keep records of merchandise distributed and money collected.
- Make service calls to maintain and repair machines.
- Adjust machine pressure gauges and thermostats.
- Prepare repair cost estimates.
- Disassemble and assemble machines, according to specifications and using hand and power tools.
- Contact other repair personnel or make arrangements for the removal of machines in cases where major repairs are required.
- Transport machines to installation sites.
- Refer to manuals and wiring diagrams to gather information needed to repair machines.
- Install machines, making the necessary water and electrical connections in compliance with codes.
- Collect coins and bills from machines, prepare invoices, and settle accounts with concessionaires.
- Record, collect, or pay off bets, issuing receipts as necessary.
- 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.
- Interview and hire workers.
- 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.
- Notify board attendants of table vacancies so that waiting patrons can play.
- Monitor credit extended to players.
- Record, collect, or pay off bets, issuing receipts as necessary.
- Calculate premiums and establish payment method.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Confer with clients to obtain and provide information when claims are made on a policy.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
- Contact underwriter and submit forms to obtain binder coverage.
- Select company that offers type of coverage requested by client to underwrite policy.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
- Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
- Plan and oversee incorporation of insurance program into bookkeeping system of company.
- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
- Install bookkeeping systems and resolve system problems.
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
- Calculate premiums and establish payment method.
- Calculate costs of orders, and charge or forward invoices to appropriate accounts.
- Track the status of requisitions, contracts, and orders.
- Perform buying duties when necessary.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Compare prices, specifications, and delivery dates to determine the best bid among potential suppliers.
- Approve and pay bills.
- Maintain knowledge of all organizational and governmental rules affecting purchases, and provide information about these rules to organization staff members and to vendors.
- Determine if inventory quantities are sufficient for needs, ordering more materials when necessary.
- Check shipments when they arrive to ensure that orders have been filled correctly and that goods meet specifications.
- Contact suppliers to schedule or expedite deliveries and to resolve shortages, missed or late deliveries, and other problems.
- Prepare, maintain, and review purchasing files, reports and price lists.
- Review requisition orders to verify accuracy, terminology, and specifications.
- Respond to customer and supplier inquiries about order status, changes, or cancellations.
- Monitor in-house inventory movement and complete inventory transfer forms for bookkeeping purposes.
- Compare suppliers' bills with bids and purchase orders to verify accuracy.
- Locate suppliers, using sources such as catalogs and the internet, and interview them to gather information about products to be ordered.
- Monitor contractor performance, recommending contract modifications when necessary.
- Prepare invitation-of-bid forms, and mail forms to supplier firms or distribute forms for public posting.
- Train and supervise subordinates and other staff.
- Calculate costs of orders, and charge or forward invoices to appropriate accounts.
- Compute costs of records furnished to requesters, and write letters to obtain payment.
- Maintain files and control records to show correspondence activities.
- Read incoming correspondence to ascertain nature of writers' concerns and to determine disposition of correspondence.
- Gather records pertinent to specific problems, review them for completeness and accuracy, and attach records to correspondence as necessary.
- Prepare documents and correspondence, such as damage claims, credit and billing inquiries, invoices, and service complaints.
- Compile data from records to prepare periodic reports.
- Compose letters in reply to correspondence concerning such items as requests for merchandise, damage claims, credit information requests, delinquent accounts, incorrect billing, or unsatisfactory service.
- Route correspondence to other departments for reply.
- Respond to internal and external requests for the release of information contained in medical records, copying medical records, and selective extracts in accordance with laws and regulations.
- Ensure that money collected is properly recorded and secured.
- Process orders for goods requested in correspondence.
- Present clear and concise explanations of governing rules and regulations.
- Review correspondence for format and typographical accuracy, assemble the information into a prescribed form with the correct number of copies, and submit it to an authorized official for signature.
- Compile data pertinent to manufacture of special products for customers.
- Type acknowledgment letters to persons sending correspondence.
- Complete form letters in response to requests or problems identified by correspondence.
- Confer with company personnel regarding feasibility of complying with writers' requests.
- Prepare records for shipment by certified mail.
- Submit completed documents to typists for typing in final form, and instruct typists in matters, such as format, addresses, addressees, and the necessary number of copies.
- Obtain written authorization to access required medical information.
- Compute costs of records furnished to requesters, and write letters to obtain payment.
- Compute bills, collect payments, and make change for guests.
- Greet, register, and assign rooms to guests of hotels or motels.
- Contact housekeeping or maintenance staff when guests report problems.
- Issue room keys and escort instructions to bellhops.
- Make and confirm reservations.
- Verify customers' credit, and establish how the customer will pay for the accommodation.
- Keep records of room availability and guests' accounts, manually or using computers.
- Post charges, such as those for rooms, food, liquor, or telephone calls, to ledgers, manually or by using computers.
- Review accounts and charges with guests during the check out process.
- Record guest comments or complaints, referring customers to managers as necessary.
- Transmit and receive messages, using telephones or telephone switchboards.
- Answer inquiries pertaining to hotel services, guest registration, and travel directions, or make recommendations regarding shopping, dining, or entertainment.
- Advise housekeeping staff when rooms have been vacated and are ready for cleaning.
- Perform bookkeeping activities, such as balancing accounts and conducting nightly audits.
- Clean and maintain lobby and common areas, such as restocking supplies and watering plants.
- Prepare for basic food service, such as setting up continental breakfast or coffee and tea supplies.
- Date-stamp, sort, and rack incoming mail and messages.
- Arrange tours, taxis, or restaurant reservations for customers.
- Deposit guests' valuables in hotel safes or safe-deposit boxes.
- Plan, schedule or supervise the work of other employees.
- Compute bills, collect payments, and make change for guests.
- Explain cable service to subscribers after installation, and collect any installation fees due.
- Set up service for customers, installing, connecting, testing, or adjusting equipment.
- Travel to customers' premises to install, maintain, or repair audio and visual electronic reception equipment or accessories.
- Measure signal strength at utility poles, using electronic test equipment.
- Inspect or test lines or cables, recording and analyzing test results, to assess transmission characteristics and locate faults or malfunctions.
- Splice cables, using hand tools, epoxy, or mechanical equipment.
- Access specific areas to string lines, or install terminal boxes, auxiliary equipment, or appliances, using bucket trucks, climbing poles or ladders, or entering tunnels, trenches, or crawl spaces.
- Clean or maintain tools or test equipment.
- String cables between structures and lines from poles, towers, or trenches, and pull lines to proper tension.
- Pull up cable by hand from large reels mounted on trucks.
- Lay underground cable directly in trenches, or string it through conduits running through trenches.
- Pull cable through ducts by hand or with winches.
- Dig trenches for underground wires or cables.
- Place insulation over conductors, or seal splices with moisture-proof covering.
- Compute impedance of wires from poles to houses to determine additional resistance needed for reducing signals to desired levels.
- Install equipment such as amplifiers or repeaters to maintain the strength of communications transmissions.
- Use a variety of construction equipment to complete installations, such as digger derricks, trenchers, or cable plows.
- Fill and tamp holes, using cement, earth, and tamping devices.
- Participate in the construction or removal of telecommunication towers or associated support structures.
- Dig holes for power poles, using power augers or shovels, set poles in place with cranes, and hoist poles upright, using winches.
- Explain cable service to subscribers after installation, and collect any installation fees due.
- Receive cash and checks and make deposits.
- Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
- Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
- Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.
- Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
- Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
- Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.
- Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
- Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
- Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
- Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
- Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
- Advise management on short-term and long-term financial objectives, policies, and actions.
- Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
- Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
- Lead staff training and development in budgeting and financial management areas.
- Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
- Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
- Perform tax planning work.
- Compute, withhold, and account for all payroll deductions.
- Handle all aspects of employee insurance, benefits, and casualty programs, including monitoring changes in health insurance regulations and creating budgets for benefits and worker's compensation.
- Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.
- Receive cash and checks and make deposits.
- Compute product totals and charges for shipments.
- Document quantity, quality, type, weight, test result data, and value of materials or products to maintain shipping, receiving, and production records and files.
- Weigh or measure materials, equipment, or products to maintain relevant records, using volume meters, scales, rules, or calipers.
- Collect or prepare measurement, weight, or identification labels and attach them to products.
- Examine products or materials, parts, subassemblies, and packaging for damage, defects, or shortages, using specification sheets, gauges, and standards charts.
- Signal or instruct other workers to weigh, move, or check products.
- Collect product samples and prepare them for laboratory analysis or testing.
- Maintain, monitor, and clean work areas, such as recycling collection sites, drop boxes, counters and windows, and areas around scale houses.
- Compare product labels, tags, or tickets, shipping manifests, purchase orders, and bills of lading to verify accuracy of shipment contents, quality specifications, or weights.
- Remove from stock products or loads not meeting quality standards, and notify supervisors or appropriate departments of discrepancies or shortages.
- Inspect products and examination records to determine the number of defects per worker and the reasons for examiners' rejections.
- Store samples of finished products in labeled cartons and record their location.
- Maintain financial records, such as accounts of daily collections and billings, and records of receipts issued.
- Inspect incoming loads of waste to identify contents and to screen for the presence of specific regulated or hazardous wastes.
- Count or estimate quantities of materials, parts, or products received or shipped.
- Communicate with customers and vendors to exchange information regarding products, materials, and services.
- Fill orders for products and samples, following order tickets, and forward or mail items.
- Operate scalehouse computers to obtain weight information about incoming shipments such as those from waste haulers.
- Sort products or materials into predetermined sequences or groupings for display, packing, shipping, or storage.
- Transport materials, products, or samples to processing, shipping, or storage areas, manually or using conveyors, pumps, or hand trucks.
- Prepare measurement tables and conversion charts, using standard formulas.
- Unload or unpack incoming shipments.
- Compute product totals and charges for shipments.
- Prepare calculations for receipts and deliveries of oil and oil products.
- Signal other workers by telephone or radio to operate pumps, open and close valves, and check temperatures.
- Maintain and repair equipment, or report malfunctioning equipment to supervisors so that repairs can be scheduled.
- Monitor process indicators, instruments, gauges, and meters to detect and report any possible problems.
- Start pumps and open valves or use automated equipment to regulate the flow of oil in pipelines and into and out of tanks.
- Operate control panels to coordinate and regulate process variables such as temperature and pressure, and to direct product flow rate, according to process schedules.
- Verify that incoming and outgoing products are moving through the correct meters, and that meters are working properly.
- Patrol units to monitor the amount of oil in storage tanks, and to verify that activities and operations are safe, efficient, and in compliance with regulations.
- Plan movement of products through lines to processing, storage, and shipping units, using knowledge of system interconnections and capacities.
- Control or operate manifold and pumping systems to circulate liquids through a petroleum refinery.
- Operate auxiliary equipment and control multiple processing units during distilling or treating operations, moving controls that regulate valves, pumps, compressors, and auxiliary equipment.
- Collect product samples by turning bleeder valves, or by lowering containers into tanks to obtain oil samples.
- Read automatic gauges at specified intervals to determine the flow rate of oil into or from tanks, and the amount of oil in tanks.
- Synchronize activities with other pumphouses to ensure a continuous flow of products and a minimum of contamination between products.
- Record and compile operating data, instrument readings, documentation, and results of laboratory analyses.
- Conduct general housekeeping of units, including wiping up oil spills and performing general cleaning duties.
- Inspect pipelines, tightening connections and lubricating valves as necessary.
- Read and analyze specifications, schedules, logs, test results, and laboratory recommendations to determine how to set equipment controls to produce the required qualities and quantities of products.
- Perform tests to check the qualities and grades of products, such as assessing levels of bottom sediment, water, and foreign materials in oil samples, using centrifugal testers.
- Calculate test result values, using standard formulas.
- Clean interiors of processing units by circulating chemicals and solvents within units.
- Clamp seals around valves to secure tanks.
- Coordinate shutdowns and major projects.
- Lower thermometers into tanks to obtain temperature readings.
- Prepare calculations for receipts and deliveries of oil and oil products.
- Collect payment upon job completion.
- Wind large springs with upward motion of arm.
- Adjust doors to open or close with the correct amount of effort, or make simple adjustments to electric openers.
- Carry springs to tops of doors, using ladders or scaffolding, and attach springs to tracks to install spring systems.
- Repair or replace worn or broken door parts, using hand tools.
- Complete required paperwork, such as work orders, according to services performed or required.
- Fasten angle iron back-hangers to ceilings and tracks, using fasteners or welding equipment.
- Install door frames, rails, steel rolling curtains, electronic-eye mechanisms, or electric door openers and closers, using power tools, hand tools, and electronic test equipment.
- Inspect job sites, assessing headroom, side room, or other conditions to determine appropriateness of door for a given location.
- Assemble and fasten tracks to structures or bucks, using impact wrenches or welding equipment.
- Set doors into place or stack hardware sections into openings after rail or track installation.
- Operate lifts, winches, or chain falls to move heavy curtain doors.
- Remove or disassemble defective automatic mechanical door closers, using hand tools.
- Fabricate replacements for worn or broken parts, using welders, lathes, drill presses, or shaping or milling machines.
- Prepare doors for hardware installation, such as drilling holes to install locks.
- Run low voltage wiring on ceiling surfaces, using insulated staples.
- Cut door stops or angle irons to fit openings.
- Study blueprints and schematic diagrams to determine appropriate methods of installing or repairing automated door openers.
- Install dock seals, bumpers, or shelters.
- Order replacement springs, sections, or slats.
- Lubricate door closer oil chambers, and pack spindles with leather washers.
- Set in and secure floor treadles for door-activating mechanisms, and connect power packs and electrical panelboards to treadles.
- Cover treadles with carpeting or other floor covering materials, and test systems by operating treadles.
- Bore or cut holes in flooring as required for installation, using hand or power tools.
- Clean door closer parts, using caustic soda, rotary brushes, or grinding wheels.
- Collect payment upon job completion.
- Collect taxes from individuals or businesses according to prescribed laws and regulations.
- Send notices to taxpayers when accounts are delinquent.
- Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
- Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
- Maintain records for each case, including contacts, telephone numbers, and actions taken.
- Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
- Answer questions from taxpayers and assist them in completing tax forms.
- Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
- Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.
- Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
- Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
- Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
- Direct service of legal documents, such as subpoenas, warrants, notices of assessment, and garnishments.
- Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
- Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
- Process individual and corporate income tax returns, and sales and excise tax returns.
- Request that the state or federal revenue service prepare a return on a taxpayer's behalf in cases where taxes have not been filed.
- Investigate claims of inability to pay taxes by researching court information for the status of liens, mortgages, or financial statements, or by locating assets through third parties.
- Review selected tax returns to determine the nature and extent of audits to be performed on them.
- Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
- Participate in informal appeals hearings on contested cases from other agents.
- Prepare briefs and assist in searching and seizing records to prepare charges and documentation for court cases.
- Enter tax return information into computers for processing.
- Secure a taxpayer's agreement to discharge a tax assessment or submit contested determinations to other administrative or judicial conferees for appeals hearings.
- Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.
- Collect taxes from individuals or businesses according to prescribed laws and regulations.
- Count money and make bank deposits.
- Keep records required by government agencies regarding sanitation or food subsidies.
- Investigate and resolve complaints regarding food quality, service, or accommodations.
- Maintain food and equipment inventories, and keep inventory records.
- Monitor food preparation methods, portion sizes, and garnishing and presentation of food to ensure that food is prepared and presented in an acceptable manner.
- Schedule and receive food and beverage deliveries, checking delivery contents to verify product quality and quantity.
- Coordinate assignments of cooking personnel to ensure economical use of food and timely preparation.
- Monitor compliance with health and fire regulations regarding food preparation and serving, and building maintenance in lodging and dining facilities.
- Establish standards for personnel performance and customer service.
- Perform some food preparation or service tasks, such as cooking, clearing tables, and serving food and drinks when necessary.
- Greet guests, escort them to their seats, and present them with menus and wine lists.
- Test cooked food by tasting and smelling it to ensure palatability and flavor conformity.
- Schedule staff hours and assign duties.
- Arrange for equipment maintenance and repairs, and coordinate a variety of services, such as waste removal and pest control.
- Review menus and analyze recipes to determine labor and overhead costs, and assign prices to menu items.
- Organize and direct worker training programs, resolve personnel problems, hire new staff, and evaluate employee performance in dining and lodging facilities.
- Review work procedures and operational problems to determine ways to improve service, performance, or safety.
- Assess staffing needs and recruit staff, using methods such as newspaper advertisements or attendance at job fairs.
- Order and purchase equipment and supplies.
- Record the number, type, and cost of items sold to determine which items may be unpopular or less profitable.
- Monitor employee and patron activities to ensure liquor regulations are obeyed.
- Monitor budgets and payroll records, and review financial transactions to ensure that expenditures are authorized and budgeted.
- Estimate food, liquor, wine, and other beverage consumption to anticipate amounts to be purchased or requisitioned.
- Schedule use of facilities or catering services for events such as banquets or receptions, and negotiate details of arrangements with clients.
- Take dining reservations.
- Plan menus and food utilization, based on anticipated number of guests, nutritional value, palatability, popularity, and costs.
- Establish and enforce nutritional standards for dining establishments, based on accepted industry standards.
- Create specialty dishes and develop recipes to be used in dining facilities.
- Count money and make bank deposits.
- Bill customers for repair work, and collect payment.
- Observe and examine appliances during operation to detect specific malfunctions such as loose parts or leaking fluid.
- Talk to customers or refer to work orders to establish the nature of appliance malfunctions.
- Refer to schematic drawings, product manuals, and troubleshooting guides to diagnose and repair problems.
- Trace electrical circuits, following diagrams, and conduct tests with circuit testers and other equipment to locate shorts and grounds.
- Replace worn and defective parts such as switches, bearings, transmissions, belts, gears, circuit boards, or defective wiring.
- Provide repair cost estimates, and recommend whether appliance repair or replacement is a better choice.
- Disassemble appliances so that problems can be diagnosed and repairs can be made.
- Respond to emergency calls for problems such as gas leaks.
- Service and repair domestic electrical or gas appliances, such as clothes washers, refrigerators, stoves, and dryers.
- Reassemble units after repairs are made, making adjustments and cleaning and lubricating parts as needed.
- Record maintenance and repair work performed on appliances.
- Test and examine gas pipelines and equipment to locate leaks and faulty connections, and to determine the pressure and flow of gas.
- Light and adjust pilot lights on gas stoves, and examine valves and burners for gas leakage and specified flame.
- Instruct customers regarding operation and care of appliances, and provide information such as emergency service numbers.
- Contact supervisors or offices to receive repair assignments.
- Maintain stocks of parts used in on-site installation, maintenance, and repair of appliances.
- Level refrigerators, adjust doors, and connect water lines to water pipes for ice makers and water dispensers, using hand tools.
- Observe and test operation of appliances following installation, and make any initial installation adjustments that are necessary.
- Set appliance thermostats, and check to ensure that they are functioning properly.
- Install appliances such as refrigerators, washing machines, and stoves.
- Level washing machines and connect hoses to water pipes, using hand tools.
- Clean and reinstall parts.
- Clean, lubricate, and touch up minor defects on newly installed or repaired appliances.
- Conserve, recover, and recycle refrigerants used in cooling systems.
- Install gas pipes and water lines to connect appliances to existing gas lines or plumbing.
- Take measurements to determine if appliances will fit in installation locations, performing minor carpentry work when necessary to ensure proper installation.
- Measure, cut, and thread pipe, and connect it to feeder lines and equipment or appliances, using rules and hand tools.
- Assemble new or reconditioned appliances.
- Disassemble and reinstall existing kitchen cabinets, or assemble and install prefabricated kitchen cabinets and trim in conjunction with appliance installation.
- Hang steel supports from beams or joists to hold hoses, vents, and gas pipes in place.
- Bill customers for repair work, and collect payment.
- Collect money due on delinquent accounts.
- Record maintenance information, including test results, material usage, and repairs made.
- Disassemble and repair mechanical control devices or valves, such as regulators, thermostats, or hydrants, using power tools, hand tools, and cutting torches.
- Lubricate wearing surfaces of mechanical parts, using oils or other lubricants.
- Calibrate instrumentation, such as meters, gauges, and regulators, for pressure, temperature, flow, and level.
- Install, inspect and test electric meters, relays, and power sources to detect causes of malfunctions and inaccuracies, using hand tools and testing equipment.
- Test valves and regulators for leaks and accurate temperature and pressure settings, using precision testing equipment.
- Record meter readings and installation data on meter cards, work orders, or field service orders, or enter data into hand-held computers.
- Turn meters on or off to establish or close service.
- Shut off service and notify repair crews when major repairs are required, such as the replacement of underground pipes or wiring.
- Install regulators and related equipment such as gas meters, odorization units, and gas pressure telemetering equipment.
- Cut seats to receive new orifices, tap inspection ports, and perform other repairs to salvage usable materials, using hand tools and machine tools.
- Turn valves to allow measured amounts of air or gas to pass through meters at specified flow rates.
- Report hazardous field situations and damaged or missing meters.
- Vary air pressure flowing into regulators and turn handles to assess functioning of valves and pistons.
- Examine valves or mechanical control device parts for defects, dents, or loose attachments, and mark malfunctioning areas of defective units.
- Mount and install meters and other electric equipment such as time clocks, transformers, and circuit breakers, using electricians' hand tools.
- Connect regulators to test stands, and turn screw adjustments until gauges indicate that inlet and outlet pressures meet specifications.
- Investigate instances of illegal tapping into service lines.
- Trace and tag meters or house lines.
- Repair electric meters and components, such as transformers and relays, and replace metering devices, dial glasses, and faulty or incorrect wiring, using hand tools.
- Replace defective parts, such as bellows, range springs, and toggle switches, and reassemble units according to blueprints, using cam presses and hand tools.
- Recondition displacement type gas meters and governors, fabricating, machining, or modifying parts needed for repairs.
- Measure tolerances of assembled and salvageable parts for conformance to standards or specifications, using gauges, micrometers, and calipers.
- Clean internal compartments and moving parts, using rags and cleaning compounds.
- Dismantle meters, and replace or adjust defective parts such as cases, shafts, gears, disks, and recording mechanisms, using soldering irons and hand tools.
- Disconnect or remove defective or unauthorized meters, using hand tools.
- Reassemble repaired equipment, and solder top, front, and back case panels in place, using soldering guns, power tools, and hand tools.
- Attach air hoses to meter inlets, plug outlets, and observe gauges for pressure losses to test internal seams for leaks.
- Make adjustments to meter components, such as setscrews or timing mechanisms, so that they conform to specifications.
- Recommend and write up specifications for changes in hardware, such as house wiring.
- Clamp regulator units into vises on stages above water tanks, and attach compressed air hoses to intake ports.
- Repair leaks in valve seats or bellows of automotive heater thermostats, using soft solder, flux, and acetylene torches.
- Splice and connect cables from meters or current transformers to pull boxes or switchboards, using hand tools.
- Attach pressurized meters to fixtures which submerge them in water, and observe meters for leaks.
- Advise customers on proper installation of valves or regulators and related equipment.
- Calibrate thermostats for specified temperature or pressure settings.
- Clean plant growth, scale, paint, soil, or rust from meter housings, using wire brushes, scrapers, buffers, sandblasters, or cleaning compounds.
- Connect hoses from provers to meter inlets and outlets, and raise prover bells until prover gauges register zero.
- Collect money due on delinquent accounts.
