Bank Workers

This occupation may include associated occupations with varying tasks.

• greeting customers identifying their needs and answering customer inquiries
• ensuring customers' forms are filled in correctly and checking customers' identification
• accepting cash and cheques deposited by customers verifying records and receipts and crediting customers' accounts
• paying money to customers according to advice slips cheques and negotiable documents and debiting customers' accounts
• providing change cashing cheques and recording transactions
• opening and closing accounts for customers
• balancing cash and advising supervisors of cash position and discrepancies
• explaining and promoting bank services to customers and referring them to appropriate financial services

If you think you would like to organise, analyse and check the accuracy of financial information, or to offer advice on insurance or financial products, then you should consider a career working in Banking & Financial Services. Qualifying for a role in this sector could see you in charge of preparing budgets, financial statements, tax returns, audits and reports, managing the payroll of a large company, maintaining customer databases, ensuring procedures comply with government regulations, or participating in the development of business plans. Other roles in the Banking & Financial Services sector focus on customer service and on matching products to clients’ needs. While work in Banking & Financial Services usually takes place in an office environment, some people are able to do part of their work at home, due to the growth of remote technological capabilities. The career possibilities in finance and insurance are very broad, with plenty of scope for work across a variety of businesses. Let’s face it, most companies need financial services of some kind! And due to shifting global financial conditions, this industry is undergoing rapid changes, making it a very exciting time to get involved.

See what it's really like to work in the industry!