New Accounts Clerks
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.
Business
- customer service
- administrative services
Arts and Humanities
Math and Science
- arithmetic, algebra, geometry, calculus, or statistics
Engineering and Technology
- computers and electronics
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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
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Verbal
- listen and understand what people say
- communicate by speaking
Math
- 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
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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
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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
Enterprise resource planning ERP software
- DCI iCore
- Microsoft Dynamics GP
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high school diploma/GED or
some college
usually needed
Get started on your career:
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New job opportunities are less likely in the future.
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You might like a career in one of these industries:
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