Group
Occupation
531131 Bank Officer
Latest release
Consultation draft: Occupation Standard Classification for Australia (OSCA)
Reference period
August 2026
Released
17/08/2026
First release
531131 Bank Officer
Performs a range of duties for a bank, building society, credit union or other financial institution in person, over the phone or online, including customer service, cash reconciliations, loans and other services.
Specialisations
- Bank Teller
- Personal Banker
Skill level: 3
Main tasks
- Identifies customer needs and responds to customer enquiries on banking products, policies and services
- Assists customers with opening and closing accounts, updating account information, preparing documentation and online banking
- Ensures customers' forms are filled in correctly and checks customer identification documents
- Verifies records and receipts, reconciles cash balances, and identifies unusual transactions and behaviour
- Processes applications and payments of loans and mortgages, credit cards, term deposits, saving accounts and international money transfers
- Explains and promotes bank services and products to customers and refers them to appropriate financial services