目錄
簡介 Intro
銀行，保險和其他財務人員編譯，處理和維護銀行，保險和其他財務資料。他們受僱於銀行，貸款公司，私人和公共保險機構，投資公司和整個公共和私營部門的其他金融機構。
Banking, insurance and other financial clerks compile, process and maintain banking, insurance and other financial information. They are employed by banks, credit companies, private and public insurance establishments, investment firms and other financial establishments throughout the private and public sectors.
隨著經驗積累，可能晉升為主管職位。
Progression to supervisory positions is possible with experience.
主要職責 Main Duties
銀行職員執行部分或全部下列職責：Bank clerks perform some or all of the following duties:
- 編譯存款，取款，貸款和按揭付款，支票和證券的購買，出售和交換記錄
- Compile records of deposits, withdrawals, loan and mortgage payments, cheques and purchase, sale and exchange of securities
- 處理貸款和抵押貸款申請，貸款和按揭付款，退休儲蓄計劃的應用，長期存款，銀行匯票和匯票
- Process loan and mortgage applications, loan and mortgage payments, retirement savings plan applications, term deposits, drafts and money orders
- 驗證和結算自動櫃員機交易和總帳目錄，計算服務費和利息支付，並通知有關客戶帳戶的差異和侵吞銀行卡
- 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
- 解答諮詢，並提供銀行產品，政策和服務信息
- Answer enquiries and provide information on banking products, policies and services
- 可能出售銀票，匯票，旅行支票和外幣，租保險箱，開戶和銷戶活期存款，支票帳戶和其他帳戶。
- May sell drafts, money orders, travellers’ cheques and foreign currency, rent safety deposit boxes and open and close savings, chequing and other accounts.
保險辦事員執行部分或全部下列職責：Insurance clerks perform some or all of the following duties:
- 辦理審批手續，取消，債權交易，政策變化與保費等業務
- Process enrolments, cancellations, claims transactions, policy changes and premium payments
- 檢查保險申請並確認保險覆蓋面，付保費及其他保險信息
- Review insurance applications and verify insurance coverage, premiums paid and other insurance information
- 計算保險費，退休金福利和年金支付
- Calculate insurance premiums, pension benefits and annuity payments
- 編譯和維護理賠數據，費率和保險數據和記錄
- Compile and maintain claims data, rates and insurance data and records
- 解答諮詢，並提供保險產品，政策和服務的信息。
- Answer enquiries and provide information on insurance products, policies and services.
本單元組的其他財務人員執行部分或全部下列職責：Other financial clerks in this unit group perform some or all of the following duties:
- 編譯和維護出租，出售及其他房地產列表
- Compile and maintain rental, sale and other real estate listings
- 編譯並保持股票，債券和其他證券列表
Compile and maintain stock, bond and other securities listings - 排序，核實和處理房地產，證券及其他金融交易
Sort, verify and process real estate, securities and other financial transactions - 回答查詢和回复信件。
Answer enquiries and reply to correspondence.
任職要求 Employment Requirements
- 必需完成中學學業。
- Completion of secondary school is required.
- 可能需要企業大專文憑。
- A business college diploma may be required.
- 通常需要針對金融機構的在職培訓和短期培訓課程或計劃。
- On-the-job training and short-term training courses or programs specific to the financial establishment are usually required.
所有職稱 All Titles
- 會計文員 – 金融部門 Accounts clerk – financial sector
- 會計代表 – 金融部門 Accounts representative – financial sector
- 精算文員 Actuarial clerk
- 申請審核員 – 保險 Application reviewer – insurance
- ATM（自動櫃員機）職員 ATM (automatic teller machine) clerk
- 自動櫃員機 (ATM) 職員 Automatic teller machine (ATM) clerk
- 銀行職員 Bank clerk
- 福利與權利文員 – 保險 Benefits and entitlement clerk – insurance
- 經紀業務員 Brokerage clerk
- 計算文員-保險 Calculation clerk – insurance
- 理賠員 – 保險 Claims clerk – insurance
- 文員 – 金融部門 Clerk – financial sector
- 合約文員 – 金融部門 Contract clerk – financial sector
- 控製文員 – 金融部門 Control clerk – financial sector
- 信貸申請文員 – 金融部門 Credit application clerk – financial sector
- 信用評估文員 Credit assessment clerk
- 信用授權文員 Credit authorization clerk
- 信貸員 Credit clerk
- 信用登記員 Credit register clerk
- 死亡撫卹金職員 Death benefits clerk
- 牙科理賠員 Dental claims clerk
- 殘障福利職員 – 保險 Disability benefits clerk – insurance
- 貼現員 – 金融部門 Discount clerk – financial sector
- 股息計算文員 Dividend calculation clerk
- 股息計算文員 – 金融部門 Dividend calculation clerk – financial sector
- 員工保險文員 Employee insurance clerk
- 匯率文員 – 金融部門 Exchange rate clerk – financial sector
- 財務文員 – 金融部門 Financial clerk – financial sector
- 外幣帳戶理賠員 – 金融部門 Foreign currency accounts adjuster – financial sector
- 外匯業務員-金融部門 Foreign exchange clerk – financial sector
- 國外匯款員-金融部門 Foreign remittance clerk – financial sector
- 團體保險業務員 Group insurance clerk
- 醫院保險辦事員 Hospital insurance clerk
- 保險職員 – 金融部門 Insurance clerk – financial sector
- 保險評估員 Insurance rater
- 利息業務員 Interest clerk
- 帳簿控管文員 Ledger control clerk
- 分類帳控製文員 – 金融部門 Ledger control clerk – financial sector
- 帳務控制官 – 金融部門 Ledger control officer – financial sector
- 責任文員 – 金融部門 Liability clerk – financial sector
- 信貸員 – 金融部門 Loan clerk – financial sector
- 保證金計算文員 – 金融部門 Margin calculation clerk – financial sector
- 抵押貸款職員 Mortgage clerk
- 退休金管理員 – 保險公司 Pension administrator – insurance company
- 退休金計劃文員 – 保險 Pension plans clerk – insurance
- 個人信用額度業務員 Personal credit lines clerk
- 個人線路職員 – 保險 Personal lines clerk – insurance
- 保單變更職員 – 保險 Policy change clerk – insurance
- 保單文員 – 保險 Policy clerk – insurance
- 保單資訊員-保險 Policy information clerk – insurance
- 保費評估員 – 保險 Premium rater – insurance
- 校證員 – 金融部門 Proof clerk – financial sector
- 財產及設備保險業務員 Property and equipment insurance clerk
- 物業文員 Property clerk
- 房產文員 Real estate clerk
- 房產文員 Realty clerk
- 對帳員 – 金融部門 Reconciliation clerk – financial sector
- 更新職員 – 金融部門 Renewal clerk – financial sector
- 儲備計算員 – 金融部門 Reserves calculation clerk – financial sector
- 保險箱職員 Safety deposit box clerk
- 儲蓄帳戶職員 – 金融部門 Savings accounts clerk – financial sector
- 證券職員 – 金融部門 Securities clerk – financial sector
- 高級理賠員 Senior claims clerk
- 特約簽注員-保險 Special endorsement clerk – insurance
- 退休金職員 – 金融部門 Superannuation clerk – financial sector
- 手術醫療索賠文員 – 保險 Surgical-medical claims clerk – insurance
- 估價員 – 金融部門 Valuation clerk – financial sector
- 金庫服務生 – 金融領域 Vault attendant – financial sector
不包括職稱 Exclusions
- 會計技師和簿記 Accounting technicians and bookkeepers (12200)
- 客戶服務代表 – 金融機構 Customer services representatives – financial institutions (64400)
- 主管，金融和保險的上班族 Supervisors, finance and insurance office workers (12011)