Bank Officer

Description

Performs a range of duties for a bank, building society, credit union or other financial institution in person, over the phone or online, including customer service, cash reconciliations, loans and other services.

Description

Perform a range of duties for banks, building societies, credit unions and other financial institutions in person, over the phone and online, including customer service, cash reconciliations, loans and other services.

Tasks include

• Identifies customer needs and responds to customer enquiries on banking products, policies and services
• Assists customers with opening and closing accounts, updating account information, preparing documentation and online banking
• Ensures customers' forms are filled in correctly and checks customer identification documents
• Verifies records and receipts, reconciles cash balances, and identifies unusual transactions and behaviour
• Processes applications and payments of loans and mortgages, credit cards, term deposits, saving accounts and international money transfers
• Explains and promotes bank services and products to customers and refers them to appropriate financial services