531131 Bank Officer

Role overview

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.

Use this page to confirm the official title, the parent unit group, the task list and the related ANZSIC industry context before using the occupation in classification, reporting or migration-adjacent workflows.

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

Skill level guidance

Skill level helps place the occupation inside the ABS hierarchy. Use it as a classification cue, then check the actual task list and occupational context before making a decision for HR, visa or reporting work.

How to use this occupation page

Start with the official OSCA title and task list. Then confirm the parent unit group and compare the related occupations on this page if the job title is broad, overlapping or used differently across employers.

The ANZSIC links are there to help when the same occupation appears across several industries and you need the business-side classification as well.

Alternative titles

No alternative titles are currently attached.