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New Accounts Clerks

Also called: Customer Service Representative, Member Service Representative, New Accounts Representative, Personal Banker

What they do:
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
On the job, you would:
  • Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.


  • customer service
  • administrative services
Arts and Humanities
  • English language
Math and Science
  • arithmetic, algebra, geometry, calculus, or statistics
Engineering and Technology
  • computers and electronics


Basic Skills
  • listening to others, not interrupting, and asking good questions
  • talking to others
  • looking for ways to help people
  • understanding people's reactions


  • listen and understand what people say
  • communicate by speaking
  • choose the right type of math to solve a problem
  • add, subtract, multiply, or divide
Ideas and Logic
  • notice when problems happen
  • use rules to solve problems


People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
  • Integrity
  • Attention to Detail
  • Cooperation
  • Self Control
  • Dependability
  • Concern for Others


You might use software like this on the job:

Data base user interface and query software
  • Corporate Information Factory CIF
  • Data entry software
Electronic mail software
  • Email software
  • IBM Lotus Notes
Financial analysis software
  • Financial needs analysis software
  • Systems Union Group MIS DecisionWare


Education: (rated 2 of 5)
high school diploma/GED or
some college
usually needed

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Job Outlook

Below Average Outlook
New job opportunities are less likely in the future.
per year, on average
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See more details at O*NET OnLine about new accounts clerks.