1434 銀行，保險(xiǎn)和其他財(cái)務(wù)人員 Banking, insurance and other financial clerks - Immiknow NOC - LEVEL C 

銀行，保險(xiǎn)和其他財(cái)務(wù)人員編譯，處理和維護(hù)銀行，保險(xiǎn)和其他財(cái)務(wù)資料。他們受雇于銀行，貸款公司，私人和公共保險(xiǎn)機(jī)構(gòu)，投資公司和整個(gè)公共和私營(yíng)部門(mén)的其他金融機(jī)構(gòu)。 

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. 

## 1434 銀行，保險(xiǎn)和其他財(cái)務(wù)人員頭銜范例 Example Titles - Immiknow NOC 

* 精算職員 actuarial clerk 
* 銀行職員 bank clerk 
* 信貸業(yè)務(wù)員 credit clerk 
* 牙科索賠職員的 dental claims clerk 
* 股息計(jì)算職員 dividend calculation clerk 
* 保險(xiǎn)業(yè)務(wù)員 - 金融業(yè) insurance clerk – financial sector 
* 保險(xiǎn)評(píng)價(jià)者 insurance rater 
* 總賬控制業(yè)務(wù)員 ledger control clerk 
* 貸款業(yè)務(wù)員 - 金融業(yè) loan clerk – financial sector 
* 按揭職員 mortgage clerk 
* 溢價(jià)評(píng)價(jià)者 - 保險(xiǎn) premium rater – insurance 
* 房地產(chǎn)業(yè)務(wù)員 real estate clerk 
* 證券業(yè)務(wù)員 - 金融業(yè) securities clerk – financial sector 

## 1434 銀行，保險(xiǎn)和其他財(cái)務(wù)人員主要職責(zé) Main duties - Immiknow NOC 

### 銀行職員執(zhí)行部分或全部下列職責(zé)：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(gòu)買(mǎi)，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(qǐng)，貸款和按揭付款，退休儲(chǔ)蓄計(jì)劃的應(yīng)用，長(zhǎng)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(yàn)證和結(jié)算自動(dòng)柜員機(jī)交易和總帳目錄，計(jì)算服務(wù)費(fèi)和利息支付，并通知有關(guān)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 

* 解答咨詢，并提供銀行產(chǎn)品，政策和服務(wù)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(xiǎn)箱，開(kāi)戶和銷(xiāo)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(xiǎn)辦事員執(zhí)行部分或全部下列職責(zé)：Insurance clerks perform some or all of the following duties: 

* 辦理審批手續(xù)，取消，債權(quán)交易，政策變化與保費(fèi)等業(yè)務(wù) 
Process enrolments, cancellations, claims transactions, policy changes and premium payments 

* 檢查保險(xiǎn)申請(qǐng)并確認(rèn)保險(xiǎn)覆蓋面，付保費(fèi)及其他保險(xiǎn)信息 
Review insurance applications and verify insurance coverage, premiums paid and other insurance information 

* 計(jì)算保險(xiǎn)費(fèi)，退休金福利和年金支付 
Calculate insurance premiums, pension benefits and annuity payments 

* 編譯和維護(hù)理賠數(shù)據(jù)，費(fèi)率和保險(xiǎn)數(shù)據(jù)和記錄 
Compile and maintain claims data, rates and insurance data and records 

* 解答咨詢，并提供保險(xiǎn)產(chǎn)品，政策和服務(wù)的信息。 
Answer enquiries and provide information on insurance products, policies and services. 

### 本單元組的其他財(cái)務(wù)人員執(zhí)行部分或全部下列職責(zé)：Other financial clerks in this unit group perform some or all of the following duties: 

* 編譯和維護(hù)出租，出售及其他房地產(chǎn)列表 
Compile and maintain rental, sale and other real estate listings 

* 編譯并保持股票，債券和其他證券列表 
Compile and maintain stock, bond and other securities listings 

* 排序，核實(shí)和處理房地產(chǎn)，證券及其他金融交易 
Sort, verify and process real estate, securities and other financial transactions 

* 回答查詢和回復(fù)信件。 
Answer enquiries and reply to correspondence. 

## 1434 銀行，保險(xiǎn)和其他財(cái)務(wù)人員任職要求 Employment requirements - Immiknow NOC 

* 必需完成中學(xué)學(xué)業(yè)。 
Completion of secondary school is required. 

* 可能需要企業(yè)大專(zhuān)文憑。 
A business college diploma may be required. 

* 通常需要針對(duì)金融機(jī)構(gòu)的在職培訓(xùn)和短期培訓(xùn)課程或計(jì)劃。 
On-the-job training and short-term training courses or programs specific to the financial establishment are usually required. 

## 1434 銀行，保險(xiǎn)和其他財(cái)務(wù)人員附加信息 Additional information - Immiknow NOC 

* 隨著經(jīng)驗(yàn)積累，可能晉升為主管職位。 
Progression to supervisory positions is possible with experience. 

## 1434 銀行，保險(xiǎn)和其他財(cái)務(wù)人員其他分類(lèi) Classified elsewhere - Immiknow NOC 

* 會(huì)計(jì)技師和簿記 Accounting technicians and bookkeepers [1311](1311) 
* 客戶服務(wù)代表 - 金融機(jī)構(gòu) Customer services representatives - financial institutions [6551](6551) 
* 主管，金融和保險(xiǎn)的上班族 Supervisors, finance and insurance office workers [1212](1212) 

## 1434 銀行，保險(xiǎn)和其他財(cái)務(wù)人員職稱頭銜 All titles - Immiknow NOC 

* 會(huì)計(jì)文員 - 金融業(yè) accounts clerk – financial sector 
* 賬戶代表 - 金融業(yè) accounts representative – financial sector 
* 精算職員 actuarial clerk 
* 申請(qǐng)?jiān)u審員 - 保險(xiǎn) application reviewer – insurance 
* ATM（自動(dòng)取款機(jī)）職員 ATM (automatic teller machine) clerk 
* 自動(dòng)取款機(jī)（ATM）職員 automatic teller machine (ATM) clerk 
* 銀行職員 bank clerk 
* 福利和權(quán)利秘書(shū) - 保險(xiǎn) benefits and entitlement clerk – insurance 
* 經(jīng)紀(jì)業(yè)務(wù)員 brokerage clerk 
* 計(jì)算業(yè)務(wù)員 - 保險(xiǎn) calculation clerk – insurance 
* 索賠員 - 保險(xiǎn) claims clerk – insurance 
* 職員 - 金融業(yè) clerk – financial sector 
* 合同職員 - 金融業(yè) contract clerk – financial sector 
* 控制員 - 金融業(yè) control clerk – financial sector 
* 信貸申請(qǐng)辦事員 - 金融部門(mén) credit application clerk – financial sector 
* 信用評(píng)估員 credit assessment clerk 
* 信貸授權(quán)職員 credit authorization clerk 
* 信貸業(yè)務(wù)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(xiǎn)業(yè)務(wù)員 - disability benefits clerk – insurance 
* 折扣業(yè)務(wù)員 - 金融業(yè) discount clerk – financial sector 
* 股息計(jì)算職員 dividend calculation clerk 
* 的股息計(jì)算業(yè)務(wù)員 - 金融部門(mén) dividend calculation clerk – financial sector 
* 雇員保險(xiǎn)業(yè)務(wù)員 employee insurance clerk 
* 匯率職員 - 金融業(yè) exchange rate clerk – financial sector 
* 金融職員 - 金融業(yè) financial clerk – financial sector 
* 外幣賬戶調(diào)整 - 金融業(yè) foreign currency accounts adjuster – financial sector 
* 外匯業(yè)務(wù)員 - 金融業(yè) foreign exchange clerk – financial sector 
* 國(guó)外匯款的職員 - 金融業(yè) foreign remittance clerk – financial sector 
* 團(tuán)體保險(xiǎn)業(yè)務(wù)員 group insurance clerk 
* 醫(yī)院保險(xiǎn)業(yè)務(wù)員 hospital insurance clerk 
* 保險(xiǎn)業(yè)務(wù)員 - 金融業(yè) insurance clerk – financial sector 
* 保險(xiǎn)評(píng)價(jià)者 insurance rater 
* 利息職員 interest clerk 
* 總賬控制業(yè)務(wù)員 ledger control clerk 
* 總賬控制業(yè)務(wù)員 - 金融業(yè) ledger control clerk – financial sector 
* 統(tǒng)制官 - 金融業(yè) ledger control officer – financial sector 
* 責(zé)任職員 - 金融業(yè) liability clerk – financial sector 
* 貸款業(yè)務(wù)員 - 金融業(yè) loan clerk – financial sector 
* 保證金計(jì)算辦事員 - 金融部門(mén) margin calculation clerk – financial sector 
* 按揭職員 mortgage clerk 
* 養(yǎng)老管理員 - 保險(xiǎn)公司 pension administrator – insurance company 
* 退休金計(jì)劃職員 - 保險(xiǎn) pension plans clerk – insurance 
* 個(gè)人信貸額度職員 personal credit lines clerk 
* 個(gè)人線員 - 保險(xiǎn) personal lines clerk – insurance 
* 職員 - 保險(xiǎn)政策變化 policy change clerk – insurance 
* 政策職員 - 保險(xiǎn) policy clerk – insurance 
* 職員 - 保險(xiǎn)政策信息 policy information clerk – insurance 
* 溢價(jià)評(píng)價(jià)者 - 保險(xiǎn) premium rater – insurance 
* 證明業(yè)務(wù)員 - 金融業(yè) proof clerk – financial sector 
* 物業(yè)及設(shè)備保險(xiǎn)業(yè)務(wù)員 property and equipment insurance clerk 
* 物業(yè)職員 property clerk 
* 評(píng)價(jià)者，保險(xiǎn) rater, insurance 
* 房地產(chǎn)業(yè)務(wù)員 real estate clerk 
* 房地產(chǎn)業(yè)務(wù)員 realty clerk 
* 和解員 - 金融業(yè) reconciliation clerk – financial sector 
* 更新職員 - 金融業(yè) renewal clerk – financial sector 
* 儲(chǔ)量計(jì)算職員 - 金融業(yè) reserves calculation clerk – financial sector 
* 保險(xiǎn)箱職員 safety deposit box clerk 
* 儲(chǔ)蓄賬戶職員 - 金融業(yè) savings accounts clerk – financial sector 
* 證券業(yè)務(wù)員 - 金融業(yè) securities clerk – financial sector 
* 高級(jí)索賠職員 senior claims clerk 
* 特別簽注業(yè)務(wù)員 - 保險(xiǎn) special endorsement clerk – insurance 
* 養(yǎng)老金書(shū)記 - 金融業(yè) superannuation clerk – financial sector 
* 手術(shù)醫(yī)療報(bào)銷(xiāo)業(yè)務(wù)員 - 保險(xiǎn) surgical-medical claims clerk – insurance 
* 估值職員 - 金融業(yè) valuation clerk – financial sector 
* 庫(kù)服務(wù)員 - 金融業(yè) vault attendant – financial sector