New Accounts Clerks
Also called: Financial Services Representative, Member Service Representative, New Accounts Representative, Personal Banker
Produced by CareerOneStop
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At banks, doctors’ offices, and government agencies, financial clerks ensure that financial transactions are on track and on time. They help customers, generate bills, and keep financial records up to date. Financial clerks also provide general clerical support in financial settings. There are several types of financial clerks: Billing and posting clerks calculate charges and prepare bills to be mailed out to customers. They review purchase orders, sales tickets, charge slips, and hospital records to determine the charges due. They also contact customers to discuss account information. Procurement clerks process requests within many types of organizations for material or supply orders. They monitor purchases, make sure they arrive on schedule and meet the needs of the purchaser, and handle questions and changes in orders. New accounts clerks work for banks and investment firms, interviewing people who want to open new accounts. They go over available services with prospective customers, and help them fill out applications. They also investigate and correct errors in accounts. In general, financial clerks work full time in an office setting. A high school diploma or equivalent is required for most positions, with on-the-job training provided to learn specific duties.
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.
- 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
- listening to others, not interrupting, and asking good questions
- talking to others
- looking for ways to help people
- understanding people's reactions
- communicate by speaking
- listen and understand what people say
- choose the right type of math to solve a problem
People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
- Attention to Detail
You might use software like this on the job:
Data base user interface and query software
Electronic mail software
- Email software
- IBM Lotus Notes