Roles · Finance and mortgages

AI financial services representative

Receives checks and cash for deposit, verifies amounts, and enters customers' transactions into computers to record transactions and issue receipts.

Vikram Li“I enter transactions and resolve account discrepancies for the business.”An example character, not a real person.
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Financial services representative · What it does

Three tasks it takes off your hands

  1. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  2. Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
  3. Resolve problems or discrepancies concerning customers' accounts.
Where these come from

The tasks of “Tellers” (O*NET 43-3071.00), as O*NET lists them:

  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  • Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
  • Resolve problems or discrepancies concerning customers' accounts.

Financial services representative · Tools and industries

It works in the tools you already use

  • Microsoft Office software
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Windows
  • Microsoft Word

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

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