New Accounts Clerks

conventional interests compile information collect records answer questions personal service customer satisfaction procedure fee computer

Financial Services 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:
  • 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 Hot Technology

Presentation software

  • Microsoft PowerPoint Hot Technology

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

Get started on your career:

Find Training
Apprenticeship.gov

Job Outlook

Below Average
New job opportunities are less likely in the future.
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See more details at O*NET OnLine about new accounts clerks.