Occupation

Tellers

Human Advantage 72%

Significant human skills needed

AI Automation Risk Moderate Risk
3.5 / 10

Some tasks in this role may be augmented by AI, but human oversight and interpersonal skills remain important.

Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.

Also Known As: Account Representative, Bank Representative, Bank Teller, Banker, Bilingual Spanish Teller, Bilingual Teller, Branch Operations Specialist, Branch Teller +36 more

Video

Core Tasks

  1. Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
  2. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  3. Monitor bank vaults to ensure cash balances are correct.
  4. Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  5. Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
  6. Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
  7. Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
  8. Resolve problems or discrepancies concerning customers' accounts.
  9. Prepare and verify cashier's checks.
  10. Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
  11. Answer telephones and assist customers with their questions.
  12. Identify transaction mistakes when debits and credits do not balance.
  13. Carry out special services for customers, such as ordering bank cards and checks.
  14. Sort and file deposit slips and checks.
  15. Receive and count daily inventories of cash, drafts, and travelers' checks.
  16. Order a supply of cash to meet daily needs.
  17. Arrange monies received in cash boxes and coin dispensers according to denomination.
  18. Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
  19. Explain, promote, or sell products or services, such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.

Supplemental Tasks (9)

  1. Count, verify, and post armored car deposits.
  2. Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
  3. Perform clerical tasks, such as typing, filing, and microfilm photography.
  4. Compute financial fees, interest, and service charges.
  5. Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
  6. Process and maintain records of customer loans.
  7. Quote unit exchange rates, following daily international rate sheets or computer displays.
  8. Issue checks to bond owners in settlement of transactions.
  9. Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.

Education & Training

Job Zone 2 Job Zone Two: Some Preparation Needed
Education: These occupations usually require a high school diploma.
Experience: Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.
On-the-Job Training: Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.

Education Level Distribution

Percentage of workers in this occupation with each education level.

High School Diploma - or the equivalent (for example, GED)
73%
Some College Courses
9%
Bachelor's Degree
8%
Associate's Degree (or other 2-year degree)
5%
Post-Secondary Certificate - awarded for training completed after high school (for example, in agriculture or natural resources, computer services, personal or culinary services, engineering technologies, healthcare, construction trades, mechanic and repair technologies, or precision production)
3%
Less than a High School Diploma
2%

Technology & Tools

Hot Technologies

  • Microsoft Dynamics
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Windows
  • Microsoft Word

Software (19)

  • Accounting software
  • Email software
  • Hyland Software OnBase
  • IBM Notes
  • Information Technology Incorporated Premier Teller
  • Internet browser software
  • Jack Henry & Associates Vertex
  • Microsoft Exchange
  • Sage 50 Accounting
  • Southern Data Systems TellerPro
  • Total Turnkey Solutions E-Vision
  • Word processing software

Tools & Equipment (21)

  • 10-key calculators
  • Automatic teller machines ATMs
  • Cash advance terminals
  • Check encoders
  • Check validation printers
  • Checkwriters
  • Currency counters
  • Desktop computers
  • Document printers
  • Filmers
  • Journal printers
  • Microfilmers
  • Official check imprinters
  • Online video terminals
  • Passbook printers
  • Personal computers
  • Receipt printers
  • Scanners
  • Teller alarms
  • Teller terminals
  • Vault security alarms

Where This Career Leads

Career progression organized by specialty track and experience level.

Accounting Financial Services

Zone 2
Tellers You are here

Resume Builder

Select key tasks to generate action-oriented resume bullets for Tellers positions.

Related Occupations

Show all 20 related occupations

Real Talk

Hear from real Tellerss about their work: