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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.

What you’d do

  • 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.
  • Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Investigate and correct errors upon customers' request, according to customer and bank records.

Skills that matter

  • Active Listening
  • Speaking
  • Reading Comprehension
  • Service Orientation
  • Social Perceptiveness
  • Coordination

How to get there

Medium preparation: usually vocational school, related on-the-job experience, or an associate's degree

Also called

  • Financial Services Representative
  • Member Service Representative
  • New Accounts Representative
  • Personal Banker
  • Banking Services Representative
  • Customer Service Specialist

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