Bank clerks are in charge of successfully completing banking-related activities for their organization. They are responsible for providing excellent customer service to bank customers, as well as using a personal computer to complete administrative forms and other computer-based tasks. Bank clerks also answer to queries on the telephone or online, type reports, and complete clerical activities such as keeping an organized record-keeping system. They analyze and proofread financial reports, as well as escalate difficult customer-service issues to supervisors as needed. Additionally, bank clerks process payments and other financial forms, complete deposits, and review order receipts and bank deposits for accuracy. One of the bank clerk's main responsibilities include handling cash registers, requisitions, and invoices, processing them as needed. Bank clerks manage inventory and fill requests as required. These clerks generally work in an office environment during regular business hours and report their progress to the supervisor in their area.
A high school diploma or equivalent is generally the minimum educational requirement for this position. Previous experience in a banking or financial institution may be required or preferred as well. Bank clerks must possess strong communication skills to interact with clients and strong attention to detail to prevent banking errors. These professionals must be proficient operating office equipment such as fax machines, computers, and printers. Bank clerks should be organized individuals that follow strict regulations as well. They also must have the ability to multitask in a variety of projects to reach all company objectives in a timely fashion, as well as possess strong time management abilities to prioritize clerical duties. Bank clerks work well in a team setting with other clerks, but can also perform by themselves with minimal supervision.
Bank Clerk Tasks
Ensure bank records comply with internal and government regulations.
Perform administrative tasks, place orders, process mail, and provide customer service.
Maintain bank clients' records, enter data, and check transactions for accuracy.