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Step 1
Bank tellers account for 67 percent of all banking jobs, and are now being trained to sell banking products along with their usual functions, such as cashing and depositing checks and accepting loan payments.
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Step 2
Help customers with their accounts as a customer service
representative. You will open and close accounts and resolve customer complaints. Customer service representatives are required to know about any products the bank may offer, so they can explain and sell them to customers. They often service clients on the telephone and through email. -
Step 3
Review and submit applications as a loan officer. You will help customers complete applications for loans and verify the information on the loan applications. Loan officers usually specialize in either commercial, consumer or mortgage lending roles. They also sell these products to the public.
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Step 4
Process banking transactions as a clerical worker. Banks also employ clerical workers in collections and as secretaries and receptionists. Administrative assistants manage the work of clerical workers and work with bank executives.
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Step 5
Oversee the operations of the bank branch if you are the financial manager. Financial managers also counsel clients and help employees who cannot answer a customer's questions.
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Step 6
Handle accounts placed in an institution if you are the trust officer. The handling of estates is another function of a trust officer.
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Step 7
Buy and sell securities and handle financial services if you work as a financial services specialist. You will work with customers to help the customer design programs that will make their money grow.
India > Chandigarh > Chandigarh
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