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Banking Specialists provide information and services to banking customers. They open and close accounts, process transactions and provide advice on services and products in person, online or over the phone. Banking Specialists need strong communication and data analysis skills and may specialise in one or more types of banking.

Tasks and duties

  • Opening and closing bank accounts for customers.
  • Processing transactions.
  • Explaining services offered to customers.
  • Identifying customer needs and recommending products and services.
  • Cashing cheques and cash and paying correct amounts into customer accounts.
  • Recording transactions, verifying customer records and receipts.
  • Balancing cash and informing supervisors of discrepancies.
  • Providing customer service in person, online and over the phone.
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