Tellers
Tasks
Core Tasks Include:
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- 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.
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
- 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.
- Identify transaction mistakes when debits and credits do not balance.
- Prepare and verify cashier's checks.
- Arrange monies received in cash boxes and coin dispensers according to denomination.
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Resolve problems or discrepancies concerning customers' accounts.
- 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.
- Monitor bank vaults to ensure cash balances are correct.
- Order a supply of cash to meet daily needs.
- Sort and file deposit slips and checks.
- Receive and count daily inventories of cash, drafts, and travelers' checks.
- Carry out special services for customers, such as ordering bank cards and checks.
- Answer telephones and assist customers with their questions.
Supplemental Tasks Include:
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Process and maintain records of customer loans.
- Count, verify, and post armored car deposits.
- Compute financial fees, interest, and service charges.
- Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- Issue checks to bond owners in settlement of transactions.
- Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
- Quote unit exchange rates, following daily international rate sheets or computer displays.
- Prepare work schedules for staff.
The data sources for the information displayed here include: O*NET™. (Using onet28)
