Bookkeeping, Accounting, and Auditing Clerks

AI does it end-to-end

1. Maintain accurate records of client transactions and assigned monies.
   144 jobs · 2 roles · 81% confidence
2. Check for client offers during outbound calling activities.
   115 jobs · 2 roles · 80% confidence
3. Process teller transactions.
   96 jobs · 2 roles · 88% confidence
4. Document client interactions appropriately.
   78 jobs · 1 role · 100% confidence
5. Complete web-based learning.
   77 jobs · 2 roles · 71% confidence
6. Conduct standardized transactions.
   74 jobs · 2 roles · 100% confidence
7. Complete required compliance training.
   73 jobs · 1 role · 82% confidence
8. Complete required compliance trainings.
   59 jobs · 2 roles · 99% confidence
9. Process customer and account maintenance accurately.
   46 jobs · 2 roles · 68% confidence
10. Log customer complaints accurately in the appropriate system.
    44 jobs · 2 roles · 100% confidence
11. Organize work information to ensure accuracy and completeness.
    40 jobs · 1 role · 90% confidence
12. Accurately complete customer transactions.
    38 jobs · 1 role · 82% confidence

Human + AI together

1. Provide timely and efficient completion of client transactions.
   218 jobs · 2 roles · 100% confidence
2. Serve as secondary contact for new account openings.
   218 jobs · 2 roles · 96% confidence
3. Handle a proportionate volume of work based on branch demands.
   214 jobs · 2 roles · 100% confidence
4. Offer applicable products and services to clients and prospects.
   192 jobs · 2 roles · 100% confidence
5. Perform more complex transactions with assistance as necessary.
   137 jobs · 2 roles · 100% confidence
6. Educate clients on digital self-service solutions, including ATMs, Online banking, and Mobile banking.
   122 jobs · 2 roles · 93% confidence
7. Support the team sales process through client outreach and outbound calls.
   102 jobs · 2 roles · 100% confidence
8. Complete applicable training classes and web-based learning.
   93 jobs · 2 roles · 100% confidence
9. Support Integrated Relationship Management (IRM) activities.
   93 jobs · 2 roles · 100% confidence
10. Conduct complex and standardized transactions.
    87 jobs · 2 roles · 100% confidence
11. Identify client needs and opportunities during client outreach.
    85 jobs · 2 roles · 100% confidence
12. Stay informed of changes in policies and procedures to ensure compliance with current guidelines.
    84 jobs · 2 roles · 100% confidence

Judgment, taste, accountability

1. Serve as secondary contact for problem resolution.
   218 jobs · 2 roles · 75% confidence
2. Adhere to internal controls, operational procedures, and risk management policies.
   156 jobs · 2 roles · 63% confidence
3. Work on Saturdays as directed by management.
   156 jobs · 3 roles · 100% confidence
4. Attend sales, service, and product knowledge meetings.
   150 jobs · 2 roles · 100% confidence
5. Avoid conflicts of interest.
   135 jobs · 3 roles · 100% confidence
6. Follow the Bancorp Code of Business Conduct and Ethics and related policies.
   131 jobs · 1 role · 98% confidence
7. Handle all monies assigned properly.
   110 jobs · 2 roles · 100% confidence
8. Deliver superior quality service to clients.
   104 jobs · 2 roles · 100% confidence
9. Participate in Truist Retail Community Bank Leadership Routines.
   103 jobs · 2 roles · 100% confidence
10. Engage clients with courteous conversation to provide a distinctive client experience.
    84 jobs · 2 roles · 100% confidence
11. Conduct business ethically.
    83 jobs · 2 roles · 100% confidence
12. Handle cash transactions accurately and efficiently.
    81 jobs · 1 role · 98% confidence