Roles · Finance and mortgages

AI customer service associate

Receives and pays out money. Keeps records of money and negotiable instruments involved in a financial institution's various transactions.

William Rodriguez“I enter transactions and resolve account discrepancies.”An example character, not a real person.
Hire this role

Customer service associate · What it does

Three tasks it takes off your hands

  1. Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
  2. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  3. Resolve problems or discrepancies concerning customers' accounts.
Where these come from

The tasks of “Tellers” (O*NET 43-3071.00), as O*NET lists them:

  • Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  • Resolve problems or discrepancies concerning customers' accounts.

Customer service associate · Tools and industries

It works in the tools you already use

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

Industries it fits

Hire this role

Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

Book a callRequest access