New Accounts Clerk

Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.

O*NET reports this occupation under titles such as: Banking Services Representative; Customer Service Specialist; Financial Service Representative; Financial Services Representative; Member Service Representative; New Accounts Clerk; New Accounts Representative; Personal Banker; Relationship Banker; Universal Banker

Tasks

• Perform teller duties as required.
• Compile information about new accounts, enter account information into computers, and file related forms or other documents.
• Collect and record customer deposits and fees and issue receipts, using computers.
• Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
• Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
• Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
• Refer customers to appropriate bank personnel to meet their financial needs.
• Investigate and correct errors upon customers' request, according to customer and bank records.
• Execute wire transfers of funds.
• Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.

Knowledge

• Customer and Personal Service
• Sales and Marketing
• Administrative
• English Language
• Computers and Electronics
• Mathematics
• Economics and Accounting
• Education and Training
• Public Safety and Security

Skills

• Active Listening
• Speaking
• Reading Comprehension
• Critical Thinking
• Monitoring
• Writing

Abilities

• Oral Comprehension
• Oral Expression
• Written Comprehension
• Near Vision
• Speech Recognition
• Speech Clarity
• Deductive Reasoning
• Problem Sensitivity
• Inductive Reasoning
• Information Ordering
• Written Expression
• Mathematical Reasoning