该小组履行以下部分或全部职责：

银行职员

• 编制存款、取款、贷款和抵押付款、支票和购买、销售和交换证券的记录
• 处理贷款和抵押贷款申请、贷款和抵押贷款付款、退休储蓄计划申请、定期存款、汇票和汇票
• 验证和平衡自动柜员机交易和分类账条目，计算服务费和利息支付，并通知客户有关账户差异和被捕获的银行卡
• 回答查询并提供有关银行产品、政策和服务的信息
• 可以出售汇票、汇票、旅行支票和外币，租用保险箱以及开立和关闭储蓄、支票等账户。

保险文员

• 处理注册、取消、索赔交易、保单变更和保费支付
• 审查保险申请并核​​实保险范围、支付的保费和其他保险信息
• 计算保险费、养老金福利和年金支付
• 编制和维护索赔数据、费率和保险数据和记录
• 回答查询并提供有关保险产品、政策和服务的信息。

其他财务文员

• 编制和维护租赁、销售和其他房地产清单
• 编制和维护股票、债券和其他证券清单
• 分类、验证和处理房地产、证券和其他金融交易
• 回答查询和回复信件。

• 必须完成中学学业。
• 可能需要商学院文凭。
• 通常需要针对金融机构的在职培训和短期培训课程或计划。

• 随着经验的积累，可能晋升到主管职位。

• 会计技术人员和簿记员（12200）
• 客户服务代表-金融机构（64400）
• 监事、金融保险上班族（12011）

This group performs some or all of the following duties:

Bank clerks

• Compile records of deposits, withdrawals, loan and mortgage payments, cheques and purchase, sale and exchange of securities
• Process loan and mortgage applications, loan and mortgage payments, retirement savings plan applications, term deposits, drafts and money orders
• 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
• Answer enquiries and provide information on banking products, policies and services
• May sell drafts, money orders, travellers' cheques and foreign currency, rent safety deposit boxes and open and close savings, chequing and other accounts.

Insurance clerks

• Process enrolments, cancellations, claims transactions, policy changes and premium payments
• Review insurance applications and verify insurance coverage, premiums paid and other insurance information
• Calculate insurance premiums, pension benefits and annuity payments
• Compile and maintain claims data, rates and insurance data and records
• Answer enquiries and provide information on insurance products, policies and services.

Other financial clerks

• Compile and maintain rental, sale and other real estate listings
• Compile and maintain stock, bond and other securities listings
• Sort, verify and process real estate, securities and other financial transactions
• Answer enquiries and reply to correspondence.

• Completion of secondary school is required.
• A business college diploma may be required.
• On-the-job training and short-term training courses or programs specific to the financial establishment are usually required.

• Progression to supervisory positions is possible with experience.

• Accounting technicians and bookkeepers (12200)
• Customer services representatives - financial institutions (64400)
• Supervisors, finance and insurance office workers (12011)