Bank Worker Kaimahi Whare Pūtea

Bank workers receive deposits and pay out money, keep records of transactions, issue receipts, and advise customers on banking services and products.

Bank workers may do some or all of the following:

  • accept deposits and pay withdrawals
  • open and close accounts for customers
  • show customers how to do internet banking
  • assess and approve loan applications
  • refer customers to appropriate financial services
  • provide information on savings plans, loans, mortgages and investments
  • sell banking products such as loans, credit cards, mortgages and insurance.

Useful Experience

Useful experience for bank workers includes:

  • customer service
  • retail and sales work
  • work in a call centre
  • cash handling.

Personal Qualities

Bank workers need to be:

  • good at sales and customer service
  • able to work independently
  • friendly, polite, approachable and helpful
  • honest and reliable
  • quick and methodical
  • accurate, with an eye for detail.

Useful Experience

Useful experience for bank workers includes:

  • customer service
  • retail and sales work
  • work in a call centre
  • cash handling.

Subject Recommendations

No specific secondary education is required for this job, but English, maths, accounting and business studies to at least NCEA Level 2 are useful.

Bank Workers can earn around $39K-$63K per year per year.

Bank workers may progress into bank management or financial adviser roles.

Bank workers may specialise in:

  • small business, rural or industry banking
  • insurance sales and claims.

Bank workers can specialise in a number of roles, including:

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Bank Worker

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