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Become A Banking Services Clerk

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Working As A Banking Services Clerk

  • Interacting With Computers
  • Performing for or Working Directly with the Public
  • Evaluating Information to Determine Compliance with Standards
  • Getting Information
  • Processing Information
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Make Decisions

  • Repetitive

  • $38,150

    Average Salary

Example Of What A Banking Services Clerk does

  • Operated and balanced bank vault, teller drawer, ATM and coin machines.
  • Arranged and negotiated large financial transactions.Maintained good customer relations.
  • Resolve customer complaints, issues promptly and effectively.
  • Answer phone calls with proper phone etiquette Accurately process and verify deposits
  • Posted payments for customer accounts from paper checks received by mail.
  • Insured that all of our Hispanic clients are aware and understand the variety of products and service that Wachovia offers.
  • Perform or delegate service transactions to include wiring of funds both international and domestic.
  • -Promoted to Service Banker from Teller position.
  • Act as a backup to Personal Bankers (i.e.
  • Cash Handling Large Deposits Customer service Sales goals
  • Perform opening of deposit product accounts, line of credit, debit card, online banking, etc.
  • Provide financial consulting to existing customers and assess their long-term financial needs.
  • Interact, and provide quality customer service to new, existing, and potential client.
  • Reach individual and team quota Promote bank products
  • Provided prompt quality customer service, account maintenance, and problem resolution.
  • Accepted and processed credit cards and loan payments.
  • Handled 100-120 calls per day while maintaining a high level of customer satisfaction.
  • Well versed in recognizing customers financial services requirements and cross-sell products and services to meet those requirements.
  • Interview customers to obtain information needed to open new accounts and up-sale products.
  • Maintained up-to-date knowledge of bank policies regarding Payments, deposits and withdraws.

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How To Become A Banking Services Clerk

A high school diploma or equivalent is typically required for most financial clerk jobs. These workers usually learn their duties through on-the-job training.


Financial clerks typically need a high school diploma or equivalent to enter the occupation. Employers of brokerage clerks may prefer candidates who have taken some college courses in business or economics and, in some cases, require a 2- or 4-year college degree.


Most financial clerks learn how to do their job duties through on-the-job training. Some formal technical training also may be necessary; for example, gaming cage workers may need training in specific gaming regulations and procedures.


Financial clerks can advance to related occupations in finance. For example, a loan interviewer or clerk can become a loan officer, and a brokerage clerk can become a securities, commodities, or financial services sales agent, after obtaining the required education and license.

Important Qualities

Communication skills. Financial clerks should have good communication skills so that they can explain policies and procedures to colleagues and customers.

Math skills. The job duties of financial clerks, including calculating charges and checking credit scores, require basic math skills.

Organizational skills. Strong organizational skills are important for financial clerks because they must be able to find files quickly and efficiently.

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Banking Services Clerk jobs

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Banking Services Clerk Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Czech

  • Bosnian

  • Albanian

  • French

  • Greek

  • Serbian

  • Korean

  • Italian

  • Arabic

  • Croatian

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Banking Services Clerk

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Banking Services Clerk Education

Banking Services Clerk

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Top Skills for A Banking Services Clerk


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Top Banking Services Clerk Skills

  1. Quality Customer Service
  2. Financial Needs
  3. Credit Card Statements
You can check out examples of real life uses of top skills on resumes here:
  • Interact, and provide quality customer service to new, existing, and potential client.
  • Process customer banking transactions while looking for upsell opportunities to better fit the customer s financial needs
  • Process customer transactions, including deposits, withdrawals, loan payments, money orders and checks.
  • Provide service to customers by receiving deposits and loan payments; cashing checks; issuing savings, opening new accounts.
  • -Promoted to Service Banker from Teller position.

Top Banking Services Clerk Employers