NOC 14201 银行,保险和其他财务人员 Banking, insurance and other financial clerks

目录

简介 Intro

银行,保险和其他财务人员编译,处理和维护银行,保险和其他财务资料。他们受雇于银行,贷款公司,私人和公共保险机构,投资公司和整个公共和私营部门的其他金融机构。

Banking, insurance and other financial clerks compile, process and maintain banking, insurance and other financial information. They are employed by banks, credit companies, private and public insurance establishments, investment firms and other financial establishments throughout the private and public sectors.

随着经验积累,可能晋升为主管职位。
Progression to supervisory positions is possible with experience.

主要职责 Main Duties

银行职员执行部分或全部下列职责:Bank clerks perform some or all of the following duties:

  • 编译存款,取款,贷款和按揭付款,支票和证券的购买,出售和交换记录
    Compile records of deposits, withdrawals, loan and mortgage payments, cheques and purchase, sale and exchange of securities
  • 处理贷款和抵押贷款申请,贷款和按揭付款,退休储蓄计划的应用,长期存款,银行汇票和汇票
    Process loan and mortgage applications, loan and mortgage payments, retirement savings plan applications, term deposits, drafts and money orders
  • 验证和结算自动柜员机交易和总帐目录,计算服务费和利息支付,并通知有关客户帐户的差异和侵吞银行卡
    Verify and balance automatic teller machine transactions and ledger entries, calculate service charges and interest payments and notify customers regarding account discrepancies and captured bank cards
  • 解答咨询,并提供银行产品,政策和服务信息
    Answer enquiries and provide information on banking products, policies and services
  • 可能出售银票,汇票,旅行支票和外币,租保险箱,开户和销户活期存款,支票帐户和其他帐户。
    May sell drafts, money orders, travellers’ cheques and foreign currency, rent safety deposit boxes and open and close savings, chequing and other accounts.

保险办事员执行部分或全部下列职责:Insurance clerks perform some or all of the following duties:

  • 办理审批手续,取消,债权交易,政策变化与保费等业务
    Process enrolments, cancellations, claims transactions, policy changes and premium payments
  • 检查保险申请并确认保险覆盖面,付保费及其他保险信息
    Review insurance applications and verify insurance coverage, premiums paid and other insurance information
  • 计算保险费,退休金福利和年金支付
    Calculate insurance premiums, pension benefits and annuity payments
  • 编译和维护理赔数据,费率和保险数据和记录
    Compile and maintain claims data, rates and insurance data and records
  • 解答咨询,并提供保险产品,政策和服务的信息。
    Answer enquiries and provide information on insurance products, policies and services.

本单元组的其他财务人员执行部分或全部下列职责:Other financial clerks in this unit group perform some or all of the following duties:

  • 编译和维护出租,出售及其他房地产列表
    Compile and maintain rental, sale and other real estate listings
  • * 编译并保持股票,债券和其他证券列表
    Compile and maintain stock, bond and other securities listings
  • * 排序,核实和处理房地产,证券及其他金融交易
    Sort, verify and process real estate, securities and other financial transactions
  • * 回答查询和回复信件。
    Answer enquiries and reply to correspondence.

任职要求 Employment Requirements

  • 必需完成中学学业。
    Completion of secondary school is required.
  • 可能需要企业大专文凭。
    A business college diploma may be required.
  • 通常需要针对金融机构的在职培训和短期培训课程或计划。
    On-the-job training and short-term training courses or programs specific to the financial establishment are usually required.

所有职称 All Titles

  • 会计文员 – 金融部门 Accounts clerk – financial sector
  • 会计代表 – 金融部门 Accounts representative – financial sector
  • 精算文员 Actuarial clerk
  • 申请审核员 – 保险 Application reviewer – insurance
  • ATM(自动柜员机)职员 ATM (automatic teller machine) clerk
  • 自动柜员机 (ATM) 职员 Automatic teller machine (ATM) clerk
  • 银行职员 Bank clerk
  • 福利和权利文员 – 保险 Benefits and entitlement clerk – insurance
  • 经纪业务员 Brokerage clerk
  • 计算文员-保险 Calculation clerk – insurance
  • 理赔员 – 保险 Claims clerk – insurance
  • 文员 – 金融部门 Clerk – financial sector
  • 合同文员 – 金融部门 Contract clerk – financial sector
  • 控制文员 – 金融部门 Control clerk – financial sector
  • 信贷申请文员 – 金融部门 Credit application clerk – financial sector
  • 信用评估文员 Credit assessment clerk
  • 信用授权文员 Credit authorization clerk
  • 信贷员 Credit clerk
  • 信用登记员 Credit register clerk
  • 死亡抚恤金职员 Death benefits clerk
  • 牙科理赔员 Dental claims clerk
  • 残疾福利职员 – 保险 Disability benefits clerk – insurance
  • 贴现员 – 金融部门 Discount clerk – financial sector
  • 股息计算文员 Dividend calculation clerk
  • 股息计算文员 – 金融部门 Dividend calculation clerk – financial sector
  • 员工保险文员 Employee insurance clerk
  • 汇率文员 – 金融部门 Exchange rate clerk – financial sector
  • 财务文员 – 金融部门 Financial clerk – financial sector
  • 外币账户理算员 – 金融部门 Foreign currency accounts adjuster – financial sector
  • 外汇业务员-金融部门 Foreign exchange clerk – financial sector
  • 国外汇款员-金融部门 Foreign remittance clerk – financial sector
  • 团体保险业务员 Group insurance clerk
  • 医院保险办事员 Hospital insurance clerk
  • 保险职员 – 金融部门 Insurance clerk – financial sector
  • 保险评估员 Insurance rater
  • 利息业务员 Interest clerk
  • 账簿控制文员 Ledger control clerk
  • 分类帐控制文员 – 金融部门 Ledger control clerk – financial sector
  • 账务控制官 – 金融部门 Ledger control officer – financial sector
  • 责任文员 – 金融部门 Liability clerk – financial sector
  • 信贷员 – 金融部门 Loan clerk – financial sector
  • 保证金计算文员 – 金融部门 Margin calculation clerk – financial sector
  • 抵押贷款职员 Mortgage clerk
  • 养老金管理员 – 保险公司 Pension administrator – insurance company
  • 养老金计划文员 – 保险 Pension plans clerk – insurance
  • 个人信用额度业务员 Personal credit lines clerk
  • 个人线路职员 – 保险 Personal lines clerk – insurance
  • 保单变更职员 – 保险 Policy change clerk – insurance
  • 保单文员 – 保险 Policy clerk – insurance
  • 保单信息员-保险 Policy information clerk – insurance
  • 保费评估员 – 保险 Premium rater – insurance
  • 校证员 – 金融部门 Proof clerk – financial sector
  • 财产及设备保险业务员 Property and equipment insurance clerk
  • 物业文员 Property clerk
  • 房产文员 Real estate clerk
  • 房产文员 Realty clerk
  • 对账员 – 金融部门 Reconciliation clerk – financial sector
  • 更新职员 – 金融部门 Renewal clerk – financial sector
  • 储备计算员 – 金融部门 Reserves calculation clerk – financial sector
  • 保险箱职员 Safety deposit box clerk
  • 储蓄账户职员 – 金融部门 Savings accounts clerk – financial sector
  • 证券职员 – 金融部门 Securities clerk – financial sector
  • 高级理赔员 Senior claims clerk
  • 特约签注员-保险 Special endorsement clerk – insurance
  • 退休金职员 – 金融部门 Superannuation clerk – financial sector
  • 手术医疗索赔文员 – 保险 Surgical-medical claims clerk – insurance
  • 估价员 – 金融部门 Valuation clerk – financial sector
  • 金库服务员 – 金融领域 Vault attendant – financial sector

不包括职称 Exclusions

  • 会计技师和簿记 Accounting technicians and bookkeepers (12200)
  • 客户服务代表 – 金融机构 Customer services representatives – financial institutions (64400)
  • 主管,金融和保险的上班族 Supervisors, finance and insurance office workers (12011)
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