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 – 金融業 accounts clerk – financial sector
- 賬戶代表 – 金融業 accounts representative – financial sector
- 精算職員 actuarial clerk
- 申請評審員 – 保險 application reviewer – insurance
- ATM（自動取款機）職員 ATM (automatic teller machine) clerk
- 自動取款機（ATM）職員 automatic teller machine (ATM) clerk
- 銀行職員 bank clerk
- 福利和權利秘書 – 保險 benefits and entitlement clerk – insurance
- 經紀業務員 brokerage clerk
- 計算業務員 – 保險 calculation clerk – insurance
- 索賠員 – 保險 claims clerk – insurance
- 職員 – 金融業 clerk – financial sector
- 合同職員 – 金融業 contract clerk – financial sector
- 控制員 – 金融業 control clerk – financial sector
- 信貸申請辦事員 – 金融部門 credit application clerk – financial sector
- 信用評估員 credit assessment clerk
- 信貸授權職員 credit authorization clerk
- 信貸業務員 credit clerk
- 信貸寄存器職員 credit register clerk
- 死亡福利職員 death benefits clerk
- 牙科索賠職員的 dental claims clerk
- 傷殘津貼保險業務員 – disability benefits clerk – insurance
- 折扣業務員 – 金融業 discount clerk – financial sector
- 股息計算職員 dividend calculation clerk
- 的股息計算業務員 – 金融部門 dividend calculation clerk – financial sector
- 僱員保險業務員 employee insurance clerk
- 匯率職員 – 金融業 exchange rate clerk – financial sector
- 金融職員 – 金融業 financial clerk – financial sector
- 外幣賬戶調整 – 金融業 foreign currency accounts adjuster – financial sector
- 外匯業務員 – 金融業 foreign exchange clerk – financial sector
- 國外匯款的職員 – 金融業 foreign remittance clerk – financial sector
- 團體保險業務員 group insurance clerk
- 醫院保險業務員 hospital insurance clerk
- 保險業務員 – 金融業 insurance clerk – financial sector
- 保險評價者 insurance rater
- 利息職員 interest clerk
- 總賬控制業務員 ledger control clerk
- 總賬控制業務員 – 金融業 ledger control clerk – financial sector
- 統制官 – 金融業 ledger control officer – financial sector
- 責任職員 – 金融業 liability clerk – financial sector
- 貸款業務員 – 金融業 loan clerk – financial sector
- 保證金計算辦事員 – 金融部門 margin calculation clerk – financial sector
- 按揭職員 mortgage clerk
- 養老管理員 – 保險公司 pension administrator – insurance company
- 退休金計劃職員 – 保險 pension plans clerk – insurance
- 個人信貸額度職員 personal credit lines clerk
- 個人線員 – 保險 personal lines clerk – insurance
- 職員 – 保險政策變化 policy change clerk – insurance
- 政策職員 – 保險 policy clerk – insurance
- 職員 – 保險政策信息 policy information clerk – insurance
- 溢價評價者 – 保險 premium rater – insurance
- 證明業務員 – 金融業 proof clerk – financial sector
- 物業及設備保險業務員 property and equipment insurance clerk
- 物業職員 property clerk
- 評價者，保險 rater, insurance
- 房地產業務員 real estate clerk
- 房地產業務員 realty clerk
- 和解員 – 金融業 reconciliation clerk – financial sector
- 更新職員 – 金融業 renewal clerk – financial sector
- 儲量計算職員 – 金融業 reserves calculation clerk – financial sector
- 保險箱職員 safety deposit box clerk
- 儲蓄賬戶職員 – 金融業 savings accounts clerk – financial sector
- 證券業務員 – 金融業 securities clerk – financial sector
- 高級索賠職員 senior claims clerk
- 特別簽注業務員 – 保險 special endorsement clerk – insurance
- 養老金書記 – 金融業 superannuation clerk – financial sector
- 手術醫療報銷業務員 – 保險 surgical-medical claims clerk – insurance
- 估值職員 – 金融業 valuation clerk – financial sector
- 庫服務員 – 金融業 vault attendant – financial sector
不包括職稱 Exclusions
- 會計技師和簿記 Accounting technicians and bookkeepers 1311
- 客戶服務代表 – 金融機構 Customer services representatives – financial institutions 6551
- 主管，金融和保險的上班族 Supervisors, finance and insurance office workers 1212