New Accounts Clerks

Financial Services 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:
  • 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.

Knowledge

Business

  • customer service
  • sales and marketing

Arts and Humanities

  • English language

Engineering and Technology

  • computers and electronics

Math and Science

  • arithmetic, algebra, geometry, calculus, or statistics

Skills

Basic Skills

  • listening to others, not interrupting, and asking good questions
  • talking to others

Social

  • looking for ways to help people
  • understanding people's reactions

Abilities

Verbal

  • communicate by speaking
  • listen and understand what people say

Math

  • choose the right type of math to solve a problem

Personality

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
  • Dependability
  • Adaptability/Flexibility
  • Initiative

Technology

You might use software like this on the job:

Spreadsheet software

  • Microsoft Excel Hot Technology

Presentation software

  • Microsoft PowerPoint Hot Technology

Data base user interface and query software

  • Corporate Information Factory CIF
  • Harland Financial Solutions DepositPro

Education

Education: (rated 3 of 5)
high school diploma/GED or
some college
usually needed

Get started on your career:

Find Training
Apprenticeship.gov

Job Outlook

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