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OaSIS 2025 Version 1.0
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14201.01 – Bank clerks

Bank clerks compile, process and maintain banking and other financial information.

Overview

Example job titles

  • Bank clerk
  • Credit clerk
  • Mortgage clerk

Core competencies

  • Oral Communication: Oral Expression to convey information in an understandable way, whether explaining banking products, discussing account details or resolving issues
  • Oral Communication: Active Listening to concentrate on what customers are saying, respond appropriately and ensure their requests are accurately addressed
  • Near Vision to review and process detailed documents and screens, including financial statements, account information and transaction records
  • Mathematical Reasoning and Numerical Ability to solve problems and perform calculations related to banking transactions, such as interest calculations, loan payments or account balances
  • Speech Recognition and Verbal Ability to interpret and process verbal information from customers, whether through phone conversations or face-to-face interactions
  • Attention to Detail to avoid errors that could lead to significant issues, such as incorrect account balances or transaction discrepancies
  • Knowledge in Client Service to understand how to deliver a high level of service, address customer needs or concerns, and create a positive customer experience

Main duties

This group performs some or all of the following duties:

  • Compile records of deposits, withdrawals, loan and mortgage payments, cheques and purchase, sale and exchange of securities
  • Process loan and mortgage applications, loan and mortgage payments, retirement savings plan applications, term deposits, drafts and money orders
  • 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
  • Answer enquiries and provide information on banking products, policies and services
  • May sell drafts, money orders, travellers' cheques and foreign currency, rent safety deposit boxes and open and close savings, chequing and other accounts.

Additional information

  • Progression to supervisory positions is possible with experience.

Similar occupations classified elsewhere

Exclusions:

  • Accounting technicians and bookkeepers (12200)
  • Customer services representatives - financial institutions (64400)
  • Supervisors, finance and insurance office workers (12011)

NOC hierarchy breakdown

NOC version

NOC 2021 Version 1.0

Broad occupational category

1 – Business, finance and administration occupations

TEER

4 – Occupations usually require a secondary school diploma; or several weeks of on-the-job training

Major group

14 – Administrative and financial support and supply chain logistics occupations

Sub-major group

142 – Financial, insurance and related administrative support workers

Minor group

1420 – Financial, insurance and related administrative support workers

Unit group

14201 – Banking, insurance and other financial clerks

Occupational profile

14201.01 – Bank clerks

O*NET in-it

This page includes information from the O*NET 27.2 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. Employment and Social Development Canada has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications.