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Bank clerks

OaSIS code 14201.01

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

Overview

Also known as

  • Bank clerk
  • Credit clerk
  • Mortgage clerk

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:

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

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

Work characteristics

Work characteristics gathers the various components describing the work environment of each occupation, such as employers, work activities, and the work context. Each category displays up to 10 descriptors in descending order based, firstly, on their attributed ratings by the level of complexity (for Work Activities) or other measurement dimensions (for Work Context), and secondly, in alphabetical order. The whole list of descriptors and their ratings can be expanded at the bottom of each page.

Work Activities

Proficiency or complexity level
Interacting with Computers
4 - High Level
Analyzing Data or Information
3 - Moderate Level
Clerical Activities
3 - Moderate Level
Communicating with Coworkers
3 - Moderate Level
Communicating with Persons Outside Organization
3 - Moderate Level

Work Context

Structural Job Characteristics

Structured versus Unstructured Work
Degree of freedom to determine tasks and priorities
3 - Moderate amount of freedom
Work Week Duration
Worked hours in a typical week
2 - Between 35 to 40 hours

Physical Work Environment

Physical Proximity
Physical distance from others
3 - Somewhat close (e.g. share office)

Physical Demands

Sitting
Duration
4 - More than half the time
Standing
Duration
2 - Less than half the time
Bending or Twisting the Body
Duration
1 - Very little time

Interpersonal Relations

Contact with Others
Frequency
4 - Every day, a few times per day
Duration
5 - All the time, or almost all the time
Work with Work Group or Team
Importance
3 - Important
Frequency
3 - Once a week or more but not every day

Workplaces/employers

  • Banks
  • Credit companies

Skills and abilities

This section displays the various competencies required for an occupation. Each category displays up to 10 descriptors in descending order based, firstly, on their attributed ratings by the level of proficiency (for Skills and Abilities) or importance (for Personal Attributes) and secondly, in alphabetical order. The whole list of descriptors and their ratings can be expanded at the bottom of each page.

Abilities

Proficiency or complexity level
Near Vision
4 - High Level
Mathematical Reasoning
3 - Moderate Level
Memorizing
3 - Moderate Level
Numerical Ability
3 - Moderate Level
Perceptual Speed
3 - Moderate Level

Skills

Proficiency or complexity level
Numeracy
3 - Moderate Level
Oral Communication: Active Listening
3 - Moderate Level
Oral Communication: Oral Comprehension
3 - Moderate Level
Oral Communication: Oral Expression
3 - Moderate Level
Writing
3 - Moderate Level

Personal Attributes

Importance
Attention to Detail
5 - Extremely important
Adaptability
4 - Highly important
Analytical Thinking
4 - Highly important
Collaboration
4 - Highly important
Concern for Others
4 - Highly important