目錄
簡介 Intro
此單元組的客戶服務代表處理客戶的金融交易，並提供相關的銀行產品和服務的信息。他們受僱於銀行，信託公司，信用社和類似金融機構。
Customer service representatives in this unit group process customers’ financial transactions and provide information on related banking products and services. They are employed by banks, trust companies, credit unions and similar financial institutions.
隨著經驗積累，可能晉升到主管職位。
Progression to supervisory positions is possible with experience.
主要職責 Main Duties
- 處理客戶現金存款，取款，支票，轉帳，帳單和信用卡付款，匯票，認證檢查和其他相關的銀行交易
- Process customer cash deposits and withdrawals, cheques, transfers, bills and credit card payments, money orders, certified cheques and other related banking transactions
- 獲取和處理提供服務所需的信息，如開戶和儲蓄計劃及購買債券
- Obtain and process information required for the provision of services, such as opening accounts and savings plans and purchasing bonds
- 出售旅行支票，外幣匯票
- Sell travellers’ cheques, foreign currency and money orders
- 解答諮詢，解決問題或有關客戶的帳戶不符之處。
- Answer enquiries and resolve problems or discrepancies concerning customers’ accounts
- 通知客戶提供的銀行產品和服務，以滿足他們的需求。
- Inform customers of available banking products and services to address their needs.
任職要求 Employment Requirements
- 必需完成中學學業。
- Completion of secondary school is required.
- 可能需要工商管理大學文憑。
- A college diploma in business administration may be required.
- 提供在職培訓。
- On-the-job training is provided.
所有職稱 All Titles
- 帳戶信息服務的店員 – 金融機構 accounts information service clerk – financial institution
- 銀行的客戶服務人員 bank customer service officer
- 銀行出納員 bank teller
- 信用社出納員 credit union teller
- 當前的客戶代表 – 金融服務 current account representative – financial services
- 客戶服務代理 – 金融機構 customer service agent – financial institution
- 客戶服務人員，銀行 customer service officer, bank
- 客戶服務代表 – 金融服務 customer service representative – financial services
- 金融客戶服務代表 financial customer service representative
- 外匯出納員 – 金融服務 foreign exchange teller – financial services
- 主管出納員 – 金融服務 head teller – financial services
- 證明出納員 – 銀行 proof teller – bank
- 儲蓄賬戶出納員 – 金融服務 savings account teller – financial services
- 高級出納員 – 金融服務 senior teller – financial services
- 出納員 – 金融服務 teller – financial services
- 出納員實習生 teller trainee
- 信託公司出納員 trust company teller
不包括職稱 Exclusions
- 銀行業，保險業及其他金融文員 Banking, insurance and other financial clerks 1434
- 其他客戶和信息服務代表 Other customer and information services representatives 6552
- 監事，金融和保險的上班族 Supervisors, finance and insurance office workers 1212
- 監事金融的客戶服務代表（客戶信息服務監事） Supervisors of financial customer service representatives (in 6314 Customer and information services supervisors )