AI Assistant for Tellers

Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.

Some Preparation Needed

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Core Responsibilities

  • 1Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.(Core task)
  • 2Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.(Core task)
  • 3Monitor bank vaults to ensure cash balances are correct.(Core task)
  • 4Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.(Core task)
  • 5Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.(Core task)
  • 6Enter customers' transactions into computers to record transactions and issue computer-generated receipts.(Core task)
  • 7Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.(Core task)
  • 8Resolve problems or discrepancies concerning customers' accounts.(Core task)
  • 9Prepare and verify cashier's checks.(Core task)
  • 10Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.(Core task)

Top Skills Required

Active Listening
Speaking
Reading Comprehension
Critical Thinking
Monitoring
Social Perceptiveness
Service Orientation
Writing
Mathematics
Time Management

Knowledge Areas

Customer and Personal ServiceEnglish LanguageMathematicsEconomics and AccountingPublic Safety and SecurityAdministration and ManagementAdministrativeSales and Marketing

Technology & Tools Used

In-Demand Technologies

Microsoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft WindowsMicrosoft Word

Other Tools

Accounting softwareEmail softwareHyland Software OnBaseIBM NotesInformation Technology Incorporated Premier TellerInternet browser softwareJack Henry & Associates VertexMicrosoft DynamicsMicrosoft Exchange

Daily Work Activities

Performing for or Working Directly with the Public
Working with Computers
Establishing and Maintaining Interpersonal Relationships
Evaluating Information to Determine Compliance with Standards
Communicating with Supervisors, Peers, or Subordinates
Getting Information
Processing Information
Resolving Conflicts and Negotiating with Others

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