New Accounts Clerks
Financial Services Representative, Member Service Representative, New Accounts Representative, Personal Banker
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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
Presentation software
- Microsoft PowerPoint
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
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.
Explore More
- Brokerage Clerks
- Customer Service Representatives
- Sales Representatives of Services
- Securities, Commodities, & Financial Services Sales Agents
- Tellers
You might like a career in one of these industries:
See more details at O*NET OnLine about new accounts clerks.