14201 银行、保险和其他财务人员Banking, insurance and other financial clerks - FLYabroad NOC
飞出国 NOC2021：14201 银行、保险和其他财务人员编制、处理和维护银行、保险和其他财务信息。他们受雇于银行、信贷公司、私人和公共保险机构、投资公司以及整个私营和公共部门的其他金融机构。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.
14201 银行、保险和其他财务人员示例职业名称 - 飞出国 Example titles- FLYabroad NOC
- 精算文员 / Actuarial clerk
- 银行职员 / Bank clerk
- 信贷员 / Credit clerk
- 牙科理赔文员 / Dental claims clerk
- 股息计算员 / Dividend calculation clerk
- 保险文员-金融部门 / Insurance clerk - financial sector
- 保险评估员 / Insurance rater
- 账本控制员 / Ledger control clerk
- 贷款文员-金融部门 / Loan clerk - financial sector
- 抵押文员 / Mortgage clerk
- 保费评估员 - 保险 / Premium rater - insurance
- 房地产文员 / Real estate clerk
- 证券文员-金融部门 / Securities clerk - financial sector
14201 银行、保险和其他财务人员 主要职责 Main duties- FLYabroad NOC
14201 该小组执行以下部分或全部职责 This group performs some or all of the following duties:
14201 银行职员 Bank clerks
- 编制存款、取款、贷款和抵押付款、支票和购买、出售和交换证券的记录 / Compile records of deposits, withdrawals, loan and mortgage payments, cheques and purchase, sale and exchange of securities
- 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 / Process loan and mortgage applications, loan and mortgage payments, retirement savings plan applications, term deposits, drafts and money orders
- 验证和平衡自动柜员机交易和分类帐条目，计算服务费用和利息支付，并就帐户差异和被盗银行卡通知客户 / 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
- 回答查询并提供有关银行产品、政策和服务的信息 / Answer enquiries and provide information on banking products, policies and services
- 可出售汇票、汇票、旅行支票和外币，出租保险箱和开立和关闭储蓄、支票和其他账户 / May sell drafts, money orders, travellers’ cheques and foreign currency, rent safety deposit boxes and open and close savings, chequing and other accounts.
14201 保险文员 Insurance clerks
- 处理注册、取消、理赔交易、政策变更和保费支付 / Process enrolments, cancellations, claims transactions, policy changes and premium payments
- 审查保险申请并核实保险范围、已付保费和其他保险信息 / Review insurance applications and verify insurance coverage, premiums paid and other insurance information
- 计算保险费、养老金福利和年金支付 / Calculate insurance premiums, pension benefits and annuity payments
- 编译和维护索赔数据、费率和保险数据和记录 / Compile and maintain claims data, rates and insurance data and records
- 回答查询并提供有关保险产品、政策和服务的信息 / Answer enquiries and provide information on insurance products, policies and services.
14201 其他财务文员 Other financial clerks
- 编制和维护出租、销售和其他房地产清单 / Compile and maintain rental, sale and other real estate listings
- 编制和维护股票、债券和其他证券上市 / Compile and maintain stock, bond and other securities listings
- 分类、验证和处理房地产、证券和其他金融交易 / Sort, verify and process real estate, securities and other financial transactions
- 回答询问和回复信件 / Answer enquiries and reply to correspondence.
14201 银行、保险和其他财务人员就业要求 Employment requirements- FLYabroad NOC
- 需要完成中学学业 / Completion of secondary school is required.
- 可能需要商学院文凭 / A business college diploma may be required.
- 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 / On-the-job training and short-term training courses or programs specific to the financial establishment are usually required.
14201 附加信息 Additional information
- 根据经验可以晋升到主管职位 / Progression to supervisory positions is possible with experience.
14201 排除 Exclusions
- 会计技术员和簿记员 (12200) / Accounting technicians and bookkeepers (12200)
- 客户服务代表-金融机构（64400） / Customer services representatives - financial institutions (64400)
- 监事、金融保险办公室工作人员（12011） / Supervisors, finance and insurance office workers (12011)
14201 银行、保险和其他财务人员职业名称 - 飞出国 All titles- FLYabroad NOC
- 会计文员 - 金融部门 / Accounts clerk - financial sector
- 客户代表 - 金融部门 / Accounts representative - financial sector
- 精算文员 / Actuarial clerk
- 申请审查员 - 保险 / Application reviewer - insurance
- ATM（自动柜员机）文员 / ATM (automatic teller machine) clerk
- 自动柜员机 (ATM) 职员 / Automatic teller machine (ATM) clerk
- 银行职员 / Bank clerk
- 福利和权利文员 - 保险 / Benefits and entitlement clerk - insurance
- 经纪业务员 / Brokerage clerk
- 计算员-保险 / Calculation clerk - insurance
- 理赔员 - 保险 / Claims clerk - insurance
- 文员-金融部门 / Clerk - financial sector
- 合同文员-金融部门 / Contract clerk - financial sector
- 控制文员-金融部门 / Control clerk - financial sector
- 信贷申请文员-金融部门 / Credit application clerk - financial sector
- 信用评估文员 / Credit assessment clerk
- 信贷授权文员 / Credit authorization clerk
- 信贷员 / Credit clerk
- 信用登记员 / Credit register clerk
- 死亡抚恤金文员 / Death benefits clerk
- 牙科理赔文员 / Dental claims clerk
- 残疾福利文员 - 保险 / Disability benefits clerk - insurance
- 折扣店员-金融部门 / Discount clerk - financial sector
- 股息计算员 / Dividend calculation clerk
- 股息计算文员-金融部门 / Dividend calculation clerk - financial sector
- 员工保险文员 / Employee insurance clerk
- 汇率文员-金融部门 / Exchange rate clerk - financial sector
- 财务文员-金融部门 / Financial clerk - financial sector
- 外币账户理算员 - 金融部门 / Foreign currency accounts adjuster - financial sector
- 外汇业务员-金融部门 / Foreign exchange clerk - financial sector
- 国外汇款业务员-金融部门 / Foreign remittance clerk - financial sector
- 团体保险文员 / Group insurance clerk
- 医院保险文员 / Hospital insurance clerk
- 保险文员-金融部门 / Insurance clerk - financial sector
- 保险评估员 / Insurance rater
- 利息文员 / Interest clerk
- 账本控制员 / Ledger control clerk
- 账本控制文员——金融部门 / Ledger control clerk - financial sector
- 分类账控制员 - 金融部门 / Ledger control officer - financial sector
- 责任文员-金融部门 / Liability clerk - financial sector
- 贷款文员-金融部门 / Loan clerk - financial sector
- 保证金计算文员-金融部门 / Margin calculation clerk - financial sector
- 抵押文员 / Mortgage clerk
- 养老金管理员 - 保险公司 / Pension administrator - insurance company
- 养老金计划文员 - 保险 / Pension plans clerk - insurance
- 个人信用额度文员 / Personal credit lines clerk
- 个人线路文员 - 保险 / Personal lines clerk - insurance
- 政策变更文员 - 保险 / Policy change clerk - insurance
- 保单文员 - 保险 / Policy clerk - insurance
- 保单信息员-保险 / Policy information clerk - insurance
- 保费评估员 - 保险 / Premium rater - insurance
- 校对员-金融部门 / Proof clerk - financial sector
- 财产和设备保险文员 / Property and equipment insurance clerk
- 物业文员 / Property clerk
- 房地产文员 / Real estate clerk
- 物业文员 / Realty clerk
- 对账文员——金融部门 / Reconciliation clerk - financial sector
- 更新文员-金融部门 / Renewal clerk - financial sector
- 准备金计算文员-金融部门 / Reserves calculation clerk - financial sector
- 保险箱文员 / Safety deposit box clerk
- 储蓄账户文员-金融部门 / Savings accounts clerk - financial sector
- 证券文员-金融部门 / Securities clerk - financial sector
- 高级理赔文员 / Senior claims clerk
- 特别签注员-保险 / Special endorsement clerk - insurance
- 退休金文员-金融部门 / Superannuation clerk - financial sector
- 手术医疗索赔文员 - 保险 / Surgical-medical claims clerk - insurance
- 估价文员-金融部门 / Valuation clerk - financial sector
- 库服务员 - 金融部门 / Vault attendant - financial sector
广泛的职业类别（BOC）
1 – 商业、金融和行政职业
TEER(主要类别）
4 – 职业通常需要中学文凭；或几周的在职培训
次主要类别
14 – 行政和财务支持以及供应链物流职业
次要类别
142 –金融、保险和相关行政支持人员
单元组
1420 – 金融、保险和相关行政支持人员
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