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.

Median Annual Wage: $34,000

Education: High school diploma or equivalent (73%); Some college, no degree (24%); Associate's degree (3%)

Projected Growth: Decline (-3% or lower)

Related Job Titles: Customer Service Representative; Relationship Manager; Administrative Assistant; Loan Processor; Financial Services Representative; New Accounts Representative; Personal Banker; Retail Banker; Retail Service Representative; Member Service Representative

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Source: O*NET OnLine information for New Accounts Clerks.

More Office and Administrative Support Careers

  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Perform teller duties as required.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Collect and record customer deposits and fees, and issue receipts using computers.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Investigate and correct errors upon customers' request, according to customer and bank records.
  • Execute wire transfers of funds.
  • Perform foreign currency transactions and sell traveler's checks.

Source: O*NET OnLine information for New Accounts Clerks.

  • Speaking - Talking to others to convey information effectively.
  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • Service Orientation - Actively looking for ways to help people.
  • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  • Writing - Communicating effectively in writing as appropriate for the needs of the audience.
  • Persuasion - Persuading others to change their minds or behavior.
  • Coordination - Adjusting actions in relation to others' actions.

Source: O*NET OnLine information for New Accounts Clerks.

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