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What Are The Duties Of A Customer Services Officer In A Bank?

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    Bank officers may perform the following tasks:

    Identify customer needs and refer customers to appropriate banking services
    accept money or cheques deposited by customers, verify records and receipts, and credit customers' accounts
    pay money to customers according to advice slips, cheques or negotiable documents, and debit customers' accounts
    assess the viability and credit risk of business and consumer loan proposals
    conduct foreign currency transactions for overseas travellers
    provide change and cash cheques
    record transactions
    balance cash and advise supervisors of cash position or discrepancies
    answer customer inquiries
    open and close accounts for customers.
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    Guest

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    answered 5 months ago

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