Personal Banking Representative
Competency-based
ONET: 43-3071.00
1
Years
17
Skills
Classroom instruction topics
- Financial Accounting & Lab
- Banking Fundamentals, Evolution and Compliance, formally known as Principles of Banking
- Marketing for Financial Services
- Money, Banking and Financial Markets
- Essentials for Retail Lending
- Relationship Selling and Sales Strategies
On-the-job training
- Execute Sales or Other Financial Transactions
- Execute wire transfers of funds
- Process loan applications
- Perform foreign currency transactions and sell traveler's checks
- Collect Deposits, Payments or Fees
- Collect and record customer deposits and fees and issue receipts, using computers
- Compile Data or Documentation
- Compile information about new accounts, enter account information into computers, and file related forms or other documents
- Enter Information into Databases or Software Programs
- Compile information about new accounts, enter account information into computers, and file related forms or other documents
- Type Documents
- Compile information about new accounts, enter account information into computers, and file related forms or other documents
- Explain Regulations, Policies, or Procedures
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit
- Discuss Goods or Services Information with Customers or Patrons
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities
- Obtain Personal or Financial Information About Customers or Applicants
- Obtain credit records from reporting agencies
- Interview Employees, Customers, or Others to Collect Information
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes
- Refer Customers to Appropriate Personnel
- Refer customers to appropriate bank personnel to meet their financial needs
- Respond to Customer Problems or Complaints
- Investigate and correct errors upon customers' request, according to customer and bank records
- Distribute Materials to Employees or Customers
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults
- Schedule Appointments
- Schedule repairs for locks on safe-deposit boxes
- Sell Products or Services
- Perform foreign currency transactions and sell traveler's checks
- Operate Office Equipment
- Duplicate records for distribution to branch offices
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Made in the USA.