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New Accounts Clerks

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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.

Key Competencies
* Integrity
* Attention to Detail
* Cooperation
* Self Control
* Dependability
* Concern for Others
* Analytical Thinking
* Independence
* Stress Tolerance
* Initiative

Representative Tasks
* Compile information about new accounts, enter account information into computers, and file related forms or other documents.
* Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
* Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.

Finance and Insurance

Job Family
Office and Administrative Support

Sample Job Titles
Administrative Assistant, Admit Clerk, Application Processor, Bank Representative, Banking Services Clerk, Branch Service Specialist, Consumer Banker, Customer Service Officer, Customer Service Representative, Customer Service Specialist, Financial Service Representative, Financial Services Counselor, Financial Services Officer, Financial Services Representative, Loan Processor, Member Service Representative, New Accounts Banking Representative, New Accounts Representative, New Client Banking Services Clerk, Personal Banker, Personal Banking Assistant, Personal Banking Representative, Relationship Banker, Relationship Manager, Retail Banker, Retail Personal Banker, Retail Service Representative, Safe Deposit Box Rental Clerk, Sales Specialist, Savings Counselor, Universal Banker.