Financial service representative · What it does
Three tasks it takes off your hands
- Compile information about new accounts and enter account information into computers.
- Collect and record customer deposits and fees and issue receipts.
- 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.
