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TITLE(s): CUSTOMER SERVICE REPRESENTATIVE (financial) Opens accounts, explains and processes investments and other financial services, and corrects records: Interviews customers to obtain information and explain available financial services, such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, savings bonds, and securities. Rents safe deposit boxes. Types account information obtained from customer on record card or form, and enters into computer. Answers customer questions and investigates and corrects errors, following customer and establishment records, and using calculator or computer. Presents funds received from customer to TELLER (financial) 211.362-018 for deposit, and obtains receipt for customer. May help customer complete loan application. May obtain credit records from credit reporting agency. May admit customers to safe deposit vault. May execute wire transfers of funds. GOE: 07.04.01 STRENGTH: L GED: R4 M3 L4 SVP: 6 DLU: 90 ONET CROSSWALK: 53105 New Accounts Clerks | |||||||||||||||||||||||||||||||||||
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