Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
<ul><li>Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.</li><li>Compile information about new accounts, enter account information into computers, and file related forms or other documents.</li><li>Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.</li><li>Perform teller duties as required.</li><li>Refer customers to appropriate bank personnel to meet their financial needs.</li><li>Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.</li><li>Collect and record customer deposits and fees and issue receipts, using computers.</li><li>Investigate and correct errors upon customers' request, according to customer and bank records.</li><li>Execute wire transfers of funds.</li><li>Perform foreign currency transactions and sell traveler's checks.</li></ul>