Bank Teller

Bank Teller manages 19 tasks that together show everyday responsibilities and critical handoffs. Each task includes simple steps, outcome indicators and suggestions for teamwork. Each one shows where we found it, and comes with an AI prompt you can copy and use straight away.

19evidenced tasks
19ready prompts
6tools of the trade
43-3071.00O*NET-SOC code
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What it pays

Government survey numbers — not estimates, not ads.

In India, Clerical support workers earn about ₹24,252 a month on average — around ₹2.9 lakh a year (government PLFS survey via ILOSTAT, occupation-family figure).
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The work, task by task

These are the real jobs-to-be-done, not a wish list. Each task shows where we found it, and the prompt underneath is written for that exact task.

Sending & sharing4

Balance cash drawers

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Count and verify today's coin and bill totals, reconcile those figures against the transaction tape and the…
Count and verify today's coin and bill totals, reconcile those figures against the transaction tape and the day sheet, note any overages or shortages with explanations, and file the balanced drawer report before leaving at 5:00 PM.
The tools that do the workInformation Technology Incorporated Premier TellerESCOjob descriptionsO*NET

Cross-sell bank services

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Listen to Ms. Rivera's needs, confirm her deposit and payment patterns, propose the checking account with…
Listen to Ms. Rivera's needs, confirm her deposit and payment patterns, propose the checking account with mobile deposits and a small-business savings option, record her consent and follow up with an appointment for the branch financial advisor next Tuesday.
The tools that do the workMicrosoft DynamicsESCOjob descriptionsO*NET

Process deposits and withdrawals

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Handle the customer's cash deposit and ATM envelope withdrawal, count and verify funds, post the transactions…
Handle the customer's cash deposit and ATM envelope withdrawal, count and verify funds, post the transactions to the correct account numbers, initial the deposit slip, and update the branch deposit totals before the noon vault run.
The tools that do the workJack Henry & Associates Vertexjob descriptionsO*NET

Facilitate financial transactions

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Process the wire and cashier's check requests, confirm identification and funding source, apply the…
Process the wire and cashier's check requests, confirm identification and funding source, apply the appropriate fees, complete the authorization forms, and notify treasury for same-day clearing with the confirmation number to the customer.
The tools that do the workInformation Technology Incorporated Premier Tellerjob descriptionsO*NET
Move2

Work on client accounts

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Pull up Mrs. Patel's account, verify identity and recent authorizations, post the requested transfers and…
Pull up Mrs. Patel's account, verify identity and recent authorizations, post the requested transfers and address the dormant-account hold, then document the changes and notify her by secure message before close of day.
The tools that do the workJack Henry & Associates VertexESCOO*NET

Deal with payments

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Accept Mr. Johnson's bill payment, verify the payee details and available balance, process the payment with a…
Accept Mr. Johnson's bill payment, verify the payee details and available balance, process the payment with a same-day routing if possible, hand him the receipt, and log the payment in the day ledger.
The tools that do the workInformation Technology Incorporated Premier TellerESCOjob descriptions
The daily work13

Answer customer inquiries

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Answer the customer's inquiry at the window about their transaction history, explain applicable fees and…
Answer the customer's inquiry at the window about their transaction history, explain applicable fees and available account services, and escalate to the branch supervisor if the question involves unexplained holds or potential fraud.
The tools that do the workInformation Technology Incorporated Premier Tellerjob descriptionsO*NET

Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.

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Accept the customer's mortgage or utility payment, verify the account number, confirm due date and amount or…
Accept the customer's mortgage or utility payment, verify the account number, confirm due date and amount or calculate any late fee, apply the payment to the correct loan ledger, and give the payer a dated receipt.
The tools that do the workInformation Technology Incorporated Premier TellerO*NET

Order a supply of cash to meet daily needs.

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Estimate the branch's cash needs for tomorrow using today's withdrawals, scheduled large transactions, and…
Estimate the branch's cash needs for tomorrow using today's withdrawals, scheduled large transactions, and upcoming payroll pickup, then submit a cash order to vault operations to replenish tills and small-change drawers.
The tools that do the workJack Henry & Associates VertexO*NET

Perform clerical tasks, such as typing, filing, and microfilm photography.

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Complete the day's clerical duties: type the deposit summaries, file original receipts into the customer…
Complete the day's clerical duties: type the deposit summaries, file original receipts into the customer archive, and scan the microfilm images for branch retention so records match the daily reconciliation.
The tools that do the workMicrosoft WordHyland Software OnBaseO*NET

Quote unit exchange rates, following daily international rate sheets or computer displays.

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Quote the customer the current foreign exchange rate for the requested currency using today's published rate…
Quote the customer the current foreign exchange rate for the requested currency using today's published rate sheet, calculate the converted amount including the bank's spread, and print the customer receipt showing rate, spread, and final total.
The tools that do the workInformation Technology Incorporated Premier TellerO*NET

Issue checks to bond owners in settlement of transactions.

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Issue cashier checks to settle bond redemption for client Maria Lopez, verify bond serials and account…
Issue cashier checks to settle bond redemption for client Maria Lopez, verify bond serials and account balances, print checks with routing and memo 'Bond Redemption 07/22', obtain branch manager signature before releasing funds today.
The tools that do the workInformation Technology Incorporated Premier TellerO*NET

Verify account information

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Confirm account identity for customer Javier Torres by checking name, address, date of birth, and the last…
Confirm account identity for customer Javier Torres by checking name, address, date of birth, and the last four of SSN against the file, update the contact phone and note any discrepancies in the account history before proceeding with the transaction.
The tools that do the workJack Henry & Associates Vertexjob descriptions

Scan proof and respond to emails

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Scan the signed deposit proof for account 453-889 and attach the image to the customer file, then reply to…
Scan the signed deposit proof for account 453-889 and attach the image to the customer file, then reply to the email from branch operations confirming receipt and include the scanned attachment and the deposit reference number before noon.
The tools that do the workHyland Software OnBaseMicrosoft Outlookjob descriptions

Make credit card cash advances

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Process a cash advance on card ending 1123 for customer Kevin Brooks, confirm available credit, record the…
Process a cash advance on card ending 1123 for customer Kevin Brooks, confirm available credit, record the advance fee and interest rate on the receipt, obtain signature on the merchant slip, and update the cardholder ledger immediately.
The tools that do the workInformation Technology Incorporated Premier Tellerjob descriptions

Identify and report suspicious transactions

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Flag and document the $12,000 cash deposit from account 772-301 noting the structuring indicators, complete…
Flag and document the $12,000 cash deposit from account 772-301 noting the structuring indicators, complete the suspicious activity report with date, counterpart details, and my observations, then forward it to AML Compliance by close of day and log the submission.
The tools that do the workJack Henry & Associates VertexHyland Software OnBasejob descriptions

Redeem savings bonds

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Process this customer’s paper and electronic savings bonds for redemption, verify ID and entitlement,…
Process this customer’s paper and electronic savings bonds for redemption, verify ID and entitlement, calculate tax withholding and net payout, print the redemption receipt, and hand the cash or deposit slip to Maria Rivera today before close if all signatures and serials match.
The tools that do the workInformation Technology Incorporated Premier Tellerjob descriptions

Promote the banks products and services

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During my shift, review Jose Alvarez’s account profile, identify three suitable bank products including a…
During my shift, review Jose Alvarez’s account profile, identify three suitable bank products including a high-yield savings and an auto-loan offer, prepare personalized brochures and a script, and invite him to a 10-minute meeting at 3:30pm to close any immediate signups.
The tools that do the workMicrosoft OutlookMicrosoft WordESCO

Manage the use of vaults and safe deposit boxes

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Authorize and log access to safe deposit box A-204 for Robert Chang, confirm his two forms of ID and witness…
Authorize and log access to safe deposit box A-204 for Robert Chang, confirm his two forms of ID and witness signature, update the vault ledger with time in and out, and secure the box again before 5pm while recording the transaction for audit.
The tools that do the workJack Henry & Associates VertexESCO

Says who?

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Activities this job lives in

The human activities behind the tasks — each with its honest AI ceiling.

The logs, files & records this job keeps

Shared with other careers — the same record means something different in each.

Related careers

Same family of work — each with its own tasks and prompts.

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