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Transfer clerk skills for your resume and career
7 transfer clerk skills for your resume and career
1. Wire Transfers
A wire transfer is an electronic bank transaction where funds are transferred from one person to another. The transfer can be within the same bank or from one bank to another. Wire transfer makes it possible to transfer money to anyone anywhere in the world and to also transfer money to multiple accounts seamlessly regardless of location.
- Assist customers on any questions pertaining to the functions of their wire transfers.
- Processed 100% of wire transfers daily for external customers.
2. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Performed customer service function and strengthen interpersonal skills.
- Release of confidential information and customer service.
3. Data Entry Errors
- Locate and correct data entry errors, or report them to supervisors.
- Corrected typos and data entry errors.
4. Front Desk
- Filed and organized personal documents -Provided front desk coverage for student employment -Greeted student and visitors in a welcoming manner
- Provided coverage of front desk when necessary, and providing administrative support to upper management.
5. Computer System
- Entered the information into the computer system (IAS) Read deeds, gas and oil leases.
- Entered data into AMT computer system.
6. DTC
- Transferred accounts and created manual tickets when DTC transfer was not available
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- Reviewed and processed requests to transfer assets in customer accounts from one brokerage firm and/or bank to another through ACATS.
- Handled confidential information to include tax and banking information associated with customer accounts.
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List of transfer clerk skills to add to your resume
The most important skills for a transfer clerk resume and required skills for a transfer clerk to have include:
- Wire Transfers
- Customer Service
- Data Entry Errors
- Front Desk
- Computer System
- DTC
- Customer Accounts
Updated January 8, 2025