Attracts potential customers by answering product and service questions, suggesting information about other products and services. Opens customer accounts by recording account [login to view URL] customer records by updating account information. Maintains workflow by studying methods; implementing cost reductions; and developing reporting procedures. Creates and revises systems and procedures by analyzing operating practices, record keeping systems, forms control, office layout, and budgetary and personnel requirements; implementing changes. Good computer skills, the ability to work in a busy environment. An understanding of data confidentiality issues. The ability to work quickly and accurately, and pay attention to detail. And as well as other monetary duties attached to it.