Roles · Finance and mortgages

AI banking services representative

Compiles new account information and enters it into computers. Issues receipts for deposits and fees. Answers customer questions about available services.

Mikhail Nair“I enter account information and issue receipts for deposits and fees.”An example character, not a real person.
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Banking services representative · What it does

Three tasks it takes off your hands

  1. Compile information about new accounts and enter account information into computers.
  2. Collect and record customer deposits and fees and issue receipts.
  3. Answer customers' questions and explain available services such as deposit accounts.
Where these come from

The tasks of “New Accounts Clerks” (O*NET 43-4141.00), as O*NET lists them:

  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Collect and record customer deposits and fees and issue receipts, using computers.
  • Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.

Banking services representative · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft PowerPoint
  • Microsoft SharePoint
  • Microsoft Word
  • Corporate Information Factory CIF

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits