Roles · Finance and mortgages

AI personal banking representative

Records customer transactions in computers and issues computer-generated receipts to keep financial records accurate.

Noah Taufa“I enter transactions and resolve account discrepancies.”An example character, not a real person.
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Personal banking representative · What it does

Three tasks it takes off your hands

  1. Enter transactions into computers to record them and issue receipts.
  2. Receive checks and cash for deposit and verify amounts.
  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:

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

Personal banking 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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