Roles · Finance and mortgages

AI relationship banker

Compiles new account information, enters it into computers, and files related forms or documents for the business.

Maria Faleolo“I enter account information into computers and file related forms.”An example character, not a real person.
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Relationship banker · 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 using computers.
  3. Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
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.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.

Relationship banker · 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

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