Roles · Finance and mortgages

AI member service representative

Compiles information about new accounts and enters account information into computers. Collects and records customer deposits and fees using computers.

Dylan Liu“I enter account information and record customer deposits using computers.”An example character, not a real person.
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Member service representative · What it does

Three tasks it takes off your hands

  1. Compile information about new accounts and enter account information into computers.
  2. Collect and record customer deposits and fees and issue receipts using computers.
  3. Investigate and correct errors upon customers request according to bank records.
Where these come from

The tasks of “New Accounts Clerks” (O*NET 43-4141.00), as O*NET lists them:

  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Collect and record customer deposits and fees and issue receipts, using computers.
  • Investigate and correct errors upon customers' request, according to customer and bank records.

Member service representative · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft PowerPoint
  • Microsoft SharePoint
  • Microsoft Word
  • Corporate Information Factory CIF

Industries it fits

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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