Bank Workers

Bank Workers receive deposits and pay out money in financial and commercial institutions, keep records of transactions, issue receipts and cash cheques.

**Indicative skill level:**

Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.

#### In Australia:

- AQF Certificate III including at least two years of on-the-job training, or AQF Certificate IV or at least three years of relevant experience (ANZSCO Skill Level 3)

#### In New Zealand:

- NZQF Level 4 qualification, or at least three years of relevant experience (ANZSCO Skill Level 3)

In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.

**Tasks include:**

- greeting customers, identifying their needs and answering customer inquiries - ensuring customers' forms are filled in correctly and checking customers' identification - accepting cash and cheques deposited by customers, verifying records and receipts, and crediting customers' accounts - paying money to customers according to advice slips, cheques and negotiable documents, and debiting customers' accounts - providing change, cashing cheques and recording transactions - opening and closing accounts for customers - balancing cash and advising supervisors of cash position and discrepancies - explaining and promoting bank services to customers and referring them to appropriate financial services