VetMF

Occupation

New Accounts Clerks

Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.

$47,670 medianBelow-avg outlookTraining or associate

O*NET 31.0 · 43-4141.00

A typical week, in the words of people in the job

  1. 01Duplicate records for distribution to branch offices.
  2. 02Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  3. 03Collect and record customer deposits and fees and issue receipts, using computers.
  4. 04Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
  5. 05Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
  6. 06Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  7. 07Refer customers to appropriate bank personnel to meet their financial needs.
  8. 08Investigate and correct errors upon customers' request, according to customer and bank records.
  9. 09Execute wire transfers of funds.
  10. 10Perform teller duties as required.
  11. 11Process loan applications.
  12. 12Obtain credit records from reporting agencies.

Task statements ranked by how many workers report them · O*NET 31.0

What the posting will be called

Financial Services RepresentativeMember Service RepresentativeNew Accounts RepresentativePersonal BankerBanking Services RepresentativeCustomer Service SpecialistFinancial Service RepresentativeNew Accounts ClerkRelationship BankerUniversal Banker

Titles reported by employers for this occupation. Search job boards with these, not the O*NET name.

Knowledge the job leans on

Customer and Personal ServiceSales and MarketingAdministrativeEnglish LanguageComputers and ElectronicsMathematicsEconomics and AccountingPublic Safety and Security

Skills that carry over from service

Service OrientationSocial PerceptivenessCoordinationPersuasionJudgment and Decision MakingTime ManagementComplex Problem SolvingInstructing