Bachelor of Science in Business Administration major in Financial Management
Bukidnon State University
Bukidnon State University
Greet customers warmly and help them with their banking needs, like deposits,
withdrawals, and answering account questions.
Process cash deposits and withdrawals accurately, making sure everything adds up
correctly.
Help customers open new accounts, update their details, or manage their existing
accounts (checking, savings, etc.).
Handle checks, money orders, and other payments, ensuring everything is processed
smoothly and securely.
Share information about bank products like loans or credit cards that could benefit
customers, based on their needs.
At the end of each shift, make sure your cash drawer balances correctly and resolve
any discrepancies.
Assist with administrative tasks like filing, processing forms, and organizing account
documents.
Assist customers in opening new accounts (e.g., checking, savings, or business
accounts) by gathering necessary information and completing required forms.
Handle the initial deposit for new accounts, ensuring that funds are deposited
accurately and in a timely manner.
Keep applicants informed throughout the loan process, answering questions and
requesting any additional documents or information as needed.
Work closely with loan underwriters to gather any required documents or
clarification needed to move the application forward.
Keep detailed records of loan applications, decisions, and communications, ensuring
that all documentation is properly filed and stored.
Assist with recording daily financial transactions, including invoices, receipts,
payments, and expenses, into the accounting system.
Assist in preparing monthly, quarterly, and annual financial statements and reports,
providing key data to senior accountants or management.
Process invoices, track outstanding payments, and follow up with customers or
vendors regarding overdue accounts.
Help gather data for budget preparation and monitor departmental expenses to
ensure adherence to budgetary guidelines.
Accurately process cash deposits and withdrawals, ensuring proper counts and
adherence to cash handling procedures.
Assist customers with updating personal information, opening new accounts, and
managing existing accounts (e.g., checking, savings).
Promote and offer bank products and services (e.g., loans, credit cards, savings
plans) to customers based on their needs.
Maintain and balance the cash drawer at the end of each shift, ensuring that any
discrepancies are promptly addressed.
Address customer concerns or issues, providing effective solutions and escalating
when necessary.
Perform routine clerical duties, such as filing, processing mail, and handling account
documentation.
Work with other bank employees to ensure smooth branch operations and a
positive customer experience.
Safeguard customer information and handle sensitive data with the utmost
confidentiality and integrity.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.