New Accounts Clerks
Under the title New Accounts Clerks, workers interview persons desiring to open accounts in financial institutions. Expect to perform teller duties as required. The strongest interest signal is Conventional (6.9 of 7), then Enterprising (4.7) and Social, which gives it the code CES. Plan on one or two years of vocational training, an apprenticeship or an associate’s degree; O*NET labels this medium preparation. Strength in speaking, active listening, and reading comprehension helps most here. You may also need to compile information about new accounts, enter account information into computers, and file related forms or other documents. People who want orderly work with data, records and clear procedures usually fit better here than those who need creative work with room for original expression.
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.
Main tasks
- 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.
Skills
- Speaking
- Active Listening
- Reading Comprehension
- Service Orientation
- Social Perceptiveness
- Monitoring
Who this career fits
May suit you if
- You like clear rules and getting the details right.
- You like taking the lead and making the call.
- You are willing to put in a year or two of focused training.
- You are comfortable relying on speaking and active listening.
May not suit you if
- You get restless with routine, records and exact procedures.
- You need creative expression to be a big part of your day. Artistic rates 1.0 out of 7 here.
- You need to start within a few months, with no training period.
Interest profile
O*NET rates each occupation from 1 to 7 on six interest types. The code CES takes the three highest, and Conventional comes first here.
Preparation
Medium preparation. Expect vocational school, an apprenticeship, related experience or an associate’s degree, usually one or two years in total.
Most-reported requirement in the O*NET survey: High School Diploma or the equivalent (such as a GED). This reflects what workers reported most often and is not a legal minimum. Licensing rules can differ by state or industry, so confirm what applies where you plan to work.
Also called
- Banking Services Representative
- Customer Service Specialist
- Financial Service Representative
- Financial Services Representative
- Member Service Representative
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.