Zaikei Clerk (Financial Institutions)
ざいけいがかり
Industry & Occupation
Classification
- Major : Clerical Occupations
- Middle : Sales and Marketing Clerical Occupations
- Minor : Other Sales and Marketing Clerical Occupations
Summary
Clerical position in financial institutions responsible for counter services and procedures related to Zaikei savings.
Description
Zaikei Clerks provide guidance at the counter on the Zaikei savings system via corporate payroll deductions, handling enrollment applications, cancellations, benefit procedures, form creation, and system entry as clerical staff. They explain the system's benefits to customers (mainly corporate employees), answer questions, and support applications. They collaborate with payroll and system management departments to produce regular operational reports, balance inquiries, and maturity redemption procedures. Accuracy and communication skills are required.
Future Outlook
With population aging and work style reforms, employee asset-building needs are increasing, raising the importance of staff with specialized knowledge. Meanwhile, online procedures and digital skills will be required.
Personality Traits
Hospitable / Polite and courteous / Strong sense of responsibility
Work Style
Department transfers / Flexitime system / Maternity and childcare leave system / Office work / Shifts
Career Path
Career-track clerical → Zaikei section chief → Operations manager → HR and payroll staff → Assistant branch manager
Required Skills
Clerical processing / Document creation / Financial product knowledge / PC operation
Recommended Skills
Bookkeeping / Communication skills / Financial planning / Presentation skills
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Attention to Detail & Accuracy | Because small procedural errors can affect customer trust. |
| Communication Skills | To explain the system clearly to customers. |
| Numerical & Quantitative Analysis | Because accurate numerical analysis is required for amount calculations and document processing. |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Physical Stamina & Endurance | Mainly desk work with low physical demands. |
Related Qualifications
- Banking Operations Certification (Savings Operations)
- FP Skills Proficiency Level 3
- Nissho Bookkeeping Exam Level 3
Related Jobs
- Counter Clerk
- Deposit Clerk
- Loan Clerk