Banking, Insurance and Other Financial Clerks 


Clerks in the financial services process customers’ financial transactions and provide information on related products and services.


Aptitude: • Ambition, • Determination, • Perseverance, • Ability To Work Under Pressure, • Self Motivation, • Good It Skills, • Analytical Skills, • Team working Skills

Work: Bank clerks compile bank transaction records and process mortgage/loan applications, payments, term deposits, bank drafts, and money orders. They also verify and balance ATM transactions/ledger entries and calculate service charges/interest payments. They notify customers of account problems and answer questions regarding banking products, policies, and services. , Insurance clerks process enrolments, cancellations, claims transactions, and policy changes as well as process/calculate premium, pension, and annuity payments. They review insurance applications/policies; verify coverage, premiums paid, and other insurance information; and answer questions. They also compile and maintain claims data, rates, and insurance data/records. , Other financial clerks compile and maintain rental/sale real estate listings as well as stock, bond, and other securities listings. They sort, verify, and process real estate, security, and other financial transactions. They may answer questions and reply to correspondence.

Title Examples: Bank Teller, Customer Service Representative, Teller

Useful Secondary School subjects: Math, Business, Computer Basics, English

Degrees associated with this career: Certificate, Diploma

Requirements: In general, you need a high school diploma and may need a business college diploma. , You usually receive on-the-job training and short-term training courses specific to the financial establishment. , With experience, you may move up the ranks to become a supervisor. , Many recent entrants have a community college diploma or an undergraduate university degree.

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