Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

insurance clerktobank teller

A insurance clerk already meets 40% of what the bank teller role asks for. The move turns on 6 required skills not yet in the profile.

From insurance clerk
40%
Overlap1
To bank teller
12 Skills carried over
6 Required, not held
61.4 Difficulty2
Career overlap Partial match

40%

Learning distance Substantial retraining

61.4/ 100

1 Share of the bank teller role’s weighted skill requirement already met by the insurance clerk profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.

Why

Why this move works

A bank teller role treats 8 of its required skills as things a insurance clerk already does. These are the ones it depends on most.

  • banking activities
  • communicate with customers
  • handle financial transactions
  • maintain financial records
  • maintain records of financial transactions
  • offer financial services

What stands in the way is 6 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

Table 2

Table 2 · What you already bring

Of the 12 skills that carry over, these are the ones fewest other occupations ask for. A bank teller role needs them, and most people applying for one will not have them already. This is the part of a insurance clerk background worth leading with.

Skill the target role also needs Area
  • already held offer financial services communication, collaboration and creativity
  • already held provide financial product information communication, collaboration and creativity
  • already held electronic communication engineering, manufacturing and construction
  • already held maintain records of financial transactions information skills
  • already held trace financial transactions information skills
  • already held perform clerical duties management skills

All 12 carried skills, including the 8 the bank teller role treats as required.

Table 3

Table 3 · What you would need to learn

The 29 missing skills fall into 10 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.

Skill to acquire Tier
01 business, administration and law 3 required, 4 supplementary
  • required, not held customer service required
  • required, not held financial jurisdiction required
  • required, not held financial products required
  • optional, not held foreign valuta optional
  • optional, not held accounting techniques optional
  • optional, not held financial markets optional
  • optional, not held securities optional
02 management skills 2 required, 3 supplementary
  • required, not held convert currency required
  • required, not held process payments required
  • optional, not held manage bank vault optional
  • optional, not held attach accounting certificates to accounting transactions optional
  • optional, not held operate financial instruments optional
03 information skills 1 required, 6 supplementary
  • required, not held produce statistical financial records required
  • optional, not held archive documentation related to work optional
  • optional, not held create a financial report optional
  • optional, not held manage digital archives optional
  • optional, not held ensure proper document management optional
  • optional, not held maintain customer records optional
  • optional, not held prepare financial statements optional
04 assisting and caring 3 supplementary
  • optional, not held ensure safe transport of money optional
  • optional, not held manage vault access optional
  • optional, not held guarantee customer satisfaction optional
05 communication, collaboration and creativity 2 supplementary
  • optional, not held order supplies optional
  • optional, not held protect client interests optional
06 constructing 1 supplementary
  • optional, not held operate money-processing machine optional

4 further areas in the appendix

Table 4

Table 4 · Where to start

The 3 entries a bank teller role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 12 skills that carry over
Skill Type
  • already held banking activities knowledge
  • already held communicate with customers skill
  • already held handle financial transactions skill
  • already held maintain financial records skill
  • already held maintain records of financial transactions skill
  • already held offer financial services skill
  • already held provide financial product information skill
  • already held trace financial transactions skill
  • already held advise on financial matters skill
  • already held electronic communication knowledge
  • already held obtain financial information skill
  • already held perform clerical duties skill
The 4 learning areas not shown above
Skill to acquire Tier
07 information and communication technologies (icts) 1 supplementary
  • optional, not held core banking software optional
08 natural sciences, mathematics and statistics 1 supplementary
  • optional, not held actuarial science optional
09 services 1 supplementary
  • optional, not held health and safety regulations optional
10 social sciences, journalism and information 1 supplementary
  • optional, not held economics optional
23 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held ensure safe transport of money optional
  • optional, not held manage bank vault optional
  • optional, not held manage vault access optional
  • optional, not held operate money-processing machine optional
  • optional, not held actuarial science optional
  • optional, not held archive documentation related to work optional
  • optional, not held core banking software optional
  • optional, not held create a financial report optional
  • optional, not held foreign valuta optional
  • optional, not held guarantee customer satisfaction optional
  • optional, not held manage digital archives optional
  • optional, not held accounting techniques optional
  • optional, not held attach accounting certificates to accounting transactions optional
  • optional, not held economics optional
  • optional, not held ensure proper document management optional
  • optional, not held financial markets optional
  • optional, not held health and safety regulations optional
  • optional, not held maintain customer records optional
  • optional, not held operate financial instruments optional
  • optional, not held order supplies optional
  • optional, not held prepare financial statements optional
  • optional, not held protect client interests optional
  • optional, not held securities optional
20 held skills the bank teller role does not ask for
Skill Type
  • not needed by the target role analyse insurance needs skill
  • not needed by the target role classify insurance claims skill
  • not needed by the target role communicate with banking professionals skill
  • not needed by the target role company policies knowledge
  • not needed by the target role file claims with insurance companies skill
  • not needed by the target role follow written instructions skill
  • not needed by the target role handle incoming insurance claims skill
  • not needed by the target role handle paperwork skill
  • not needed by the target role identify customer's needs skill
  • not needed by the target role insurance law knowledge
  • not needed by the target role insurance market knowledge
  • not needed by the target role office software knowledge
  • not needed by the target role perform office routine activities skill
  • not needed by the target role present reports skill
  • not needed by the target role principles of insurance knowledge
  • not needed by the target role review insurance process skill
  • not needed by the target role tax legislation knowledge
  • not needed by the target role types of insurance knowledge
  • not needed by the target role use office systems skill
  • not needed by the target role write work-related reports skill
11 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to acquire Tier
  • required, not held customer service required
  • required, not held financial jurisdiction required
  • required, not held financial products required
  • optional, not held actuarial science optional
  • optional, not held core banking software optional
  • optional, not held foreign valuta optional
  • optional, not held accounting techniques optional
  • optional, not held economics optional
  • optional, not held financial markets optional
  • optional, not held health and safety regulations optional
  • optional, not held securities optional
Index

Other moves recorded from insurance clerk

Full index of moves from insurance clerk

Note

How this record was compiled

Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.