Job Duties for Banking, insurance and other financial clerks

Bank clerks

• Compile records of deposits, withdrawals, loan and mortgage payments, cheques and purchase, sale and exchange of securities
• Process loan and mortgage applications, loan and mortgage payments, retirement savings plan applications, term deposits, drafts and money orders
• Verify and balance automatic teller machine transactions and ledger entries, calculate service charges and interest payments and notify customers regarding account discrepancies and captured bank cards
• Answer enquiries and provide information on banking products, policies and services
• May sell drafts, money orders, travellers' cheques and foreign currency, rent safety deposit boxes and open and close savings, chequing and other accounts.

Insurance clerks

• Process enrolments, cancellations, claims transactions, policy changes and premium payments
• Review insurance applications and verify insurance coverage, premiums paid and other insurance information
• Calculate insurance premiums, pension benefits and annuity payments
• Compile and maintain claims data, rates and insurance data and records
• Answer enquiries and provide information on insurance products, policies and services.

Other financial clerks

• Compile and maintain rental, sale and other real estate listings
• Compile and maintain stock, bond and other securities listings
• Sort, verify and process real estate, securities and other financial transactions
• Answer enquiries and reply to correspondence.

Working Conditions for Banking, insurance and other financial clerks

Work is performed indoors while sitting for extended periods at a desk. Answering questions and attending to client needs may become fast-paced.

Alternate Job Titles

• Accounts Clerk - Financial Sector
• Accounts Representative - Financial Sector
• Actuarial Clerk
• Application Reviewer - Insurance
• ATM (automatic Teller Machine) Clerk
• Automatic Teller Machine (ATM) Clerk
• Bank Clerk
• Benefits And Entitlement Clerk - Insurance
• Brokerage Clerk
• Calculation Clerk - Insurance
• Claims Clerk - Insurance
• Clerk - Financial Sector
• Contract Clerk - Financial Sector
• Control Clerk - Financial Sector
• Credit Application Clerk - Financial Sector
• Credit Assessment Clerk
• Credit Authorization Clerk
• Credit Clerk
• Credit Register Clerk
• Death Benefits Clerk
• Dental Claims Clerk
• Disability Benefits Clerk - Insurance
• Discount Clerk - Financial Sector
• Dividend Calculation Clerk
• Dividend Calculation Clerk - Financial Sector
• Employee Insurance Clerk
• Exchange Rate Clerk - Financial Sector
• Financial Clerk - Financial Sector
• Foreign Currency Accounts Adjuster - Financial Sector
• Foreign Exchange Clerk - Financial Sector
• Foreign Remittance Clerk - Financial Sector
• Group Insurance Clerk
• Hospital Insurance Clerk
• Insurance Clerk - Financial Sector
• Insurance Rater
• Interest Clerk
• Ledger Control Clerk
• Ledger Control Clerk - Financial Sector
• Ledger Control Officer - Financial Sector
• Liability Clerk - Financial Sector
• Loan Clerk - Financial Sector
• Margin Calculation Clerk - Financial Sector
• Mortgage Clerk
• Pension Administrator - Insurance Company
• Pension Plans Clerk - Insurance
• Personal Credit Lines Clerk
• Personal Lines Clerk - Insurance
• Policy Change Clerk - Insurance
• Policy Clerk - Insurance
• Policy Information Clerk - Insurance
• Premium Rater - Insurance
• Proof Clerk - Financial Sector
• Property And Equipment Insurance Clerk
• Property Clerk
• Real Estate Clerk
• Realty Clerk
• Reconciliation Clerk - Financial Sector
• Renewal Clerk - Financial Sector
• Reserves Calculation Clerk - Financial Sector
• Safety Deposit Box Clerk
• Savings Accounts Clerk - Financial Sector
• Securities Clerk - Financial Sector
• Senior Claims Clerk
• Special Endorsement Clerk - Insurance
• Superannuation Clerk - Financial Sector
• Surgical-medical Claims Clerk - Insurance
• Valuation Clerk - Financial Sector
• Vault Attendant - Financial Sector
• Actuarial Clerk
• Bank Clerk
• Credit Clerk
• Dental Claims Clerk
• Dividend Calculation Clerk
• Insurance Clerk - Financial Sector
• Insurance Rater
• Ledger Control Clerk
• Loan Clerk - Financial Sector
• Mortgage Clerk
• Premium Rater - Insurance
• Real Estate Clerk
• Securities Clerk - Financial Sector
• Banking Specialist
• Client Service Representative
• Personal Banking Associate
• Customer Experience Associate
• Customer Service Representative
• Customer Service Representative
• Teller