Overview
Receives deposits and pays out money in a financial or commercial institution, keeps records of transactions, issues receipts and cashes cheques.
Skills
Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below. AQF Certificate II or III (ANZSCO Skill Level 4)
Tasks
- 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
Source: 1220.0 - ANZSCO - Australian and New Zealand Standard Classification of Occupations, First Edition.
Note: The tasks associated with the occupation are to be used as guidance only. The tasks listing may include tasks associated with the grouping/category to which the occupation belongs.
Training Pathways
5 courses found.
Course name | Providers |
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FNS42022: Certificate IV in Banking Services
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FNS41820: Certificate IV in Financial Services
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FNS30122: Certificate III in Financial Services
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FNS20120: Certificate II in Financial Services
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FNS10120: Certificate I in Basic Financial Literacy
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