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43-3071.00 · Task explorer

Tellers: reported tasks and exploration worksheet

Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.

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This source lists 28 tasks, including 19 marked Core and 9 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.

Task source dates: 08/2018.

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28 tasks shown

Core · Task 2549 · 08/2018 · Incumbent

Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.

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Core · Task 2551 · 08/2018 · Incumbent

Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.

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Core · Task 2563 · 08/2018 · Incumbent

Monitor bank vaults to ensure cash balances are correct.

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Core · Task 2550 · 08/2018 · Incumbent

Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.

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Core · Task 2554 · 08/2018 · Incumbent

Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.

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Core · Task 2553 · 08/2018 · Incumbent

Enter customers' transactions into computers to record transactions and issue computer-generated receipts.

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Core · Task 2552 · 08/2018 · Incumbent

Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.

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Core · Task 2560 · 08/2018 · Incumbent

Resolve problems or discrepancies concerning customers' accounts.

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Core · Task 2556 · 08/2018 · Incumbent

Prepare and verify cashier's checks.

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Core · Task 2558 · 08/2018 · Incumbent

Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.

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Core · Task 21076 · 08/2018 · Incumbent

Answer telephones and assist customers with their questions.

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Core · Task 2555 · 08/2018 · Incumbent

Identify transaction mistakes when debits and credits do not balance.

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Core · Task 2569 · 08/2018 · Incumbent

Carry out special services for customers, such as ordering bank cards and checks.

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Core · Task 2565 · 08/2018 · Incumbent

Sort and file deposit slips and checks.

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Core · Task 2566 · 08/2018 · Incumbent

Receive and count daily inventories of cash, drafts, and travelers' checks.

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Core · Task 2564 · 08/2018 · Incumbent

Order a supply of cash to meet daily needs.

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Core · Task 2557 · 08/2018 · Incumbent

Arrange monies received in cash boxes and coin dispensers according to denomination.

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Core · Task 2559 · 08/2018 · Incumbent

Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.

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Core · Task 2561 · 08/2018 · Incumbent

Explain, promote, or sell products or services, such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.

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Supplemental · Task 2568 · 08/2018 · Incumbent

Count, verify, and post armored car deposits.

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Supplemental · Task 2571 · 08/2018 · Incumbent

Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.

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Supplemental · Task 2562 · 08/2018 · Incumbent

Perform clerical tasks, such as typing, filing, and microfilm photography.

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Supplemental · Task 2570 · 08/2018 · Incumbent

Compute financial fees, interest, and service charges.

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Supplemental · Task 2572 · 08/2018 · Incumbent

Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.

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Supplemental · Task 2567 · 08/2018 · Incumbent

Process and maintain records of customer loans.

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Supplemental · Task 2575 · 08/2018 · Incumbent

Quote unit exchange rates, following daily international rate sheets or computer displays.

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Supplemental · Task 2573 · 08/2018 · Incumbent

Issue checks to bond owners in settlement of transactions.

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Supplemental · Task 2574 · 08/2018 · Incumbent

Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.

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Make the shortlist useful

Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
For each, write an example you can discuss or a question that would change your understanding of the role.
Keep source task IDs with your notes so you can return to the same description. Do not include private employer or customer information.

The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.

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Download before leaving this page. Unsaved writing remains only in the page and is cleared on refresh. Notes and learning actions are not sent to a server. This guide describes an occupation and supports study planning; it does not provide clinical, legal or equipment-operating procedures.

Source and practice material

Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.

Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.