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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