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Automation Squad

Role

AI for Bank Tellers

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

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

Tellers · O*NET 43-3071.00 · Job Zone 2 · sourced from the U.S. Department of Labor occupation database

Automation coverage

11 of 16tools on this list have an AI solution available today

Counted by matching the tools this occupation is documented as using against a corpus of 226,452 AI products, MCP servers, skills and connectors. Where a tool has no match, we say so rather than inventing one.

AI you can use for this job

31 matched to the tools tellers use. Showing 24.

The tools this job actually uses

16 documented for this occupation. Showing 16, hot technologies first. A filled dot means an AI solution exists for it.

  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Windowshot
  • Microsoft Wordhot
  • Email software
  • Hyland Software OnBase
  • IBM Notes
  • Information Technology Incorporated Premier Teller
  • Jack Henry & Associates Vertex
  • Microsoft Dynamics
  • Microsoft Exchange
  • Sage 50 Accounting
  • Southern Data Systems TellerPro
  • Total Turnkey Solutions E-Vision

What this job involves

28 documented tasks, most important first. Showing 24.

  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. Count, verify, and post armored car deposits.
  13. Identify transaction mistakes when debits and credits do not balance.
  14. Carry out special services for customers, such as ordering bank cards and checks.
  15. Sort and file deposit slips and checks.
  16. Receive and count daily inventories of cash, drafts, and travelers' checks.
  17. Order a supply of cash to meet daily needs.
  18. Arrange monies received in cash boxes and coin dispensers according to denomination.
  19. Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
  20. 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.
  21. Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
  22. Perform clerical tasks, such as typing, filing, and microfilm photography.
  23. Compute financial fees, interest, and service charges.
  24. Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
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