New Accounts Clerks

Also called: 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:

Data base user interface and query software
  • Corporate Information Factory CIF
  • Data entry software
Presentation software
  • Microsoft PowerPoint
Electronic mail software
  • Email software
  • IBM Lotus Notes

Education

Education: (rated 3 of 5)
  • high school diploma/GED
  • some college
usually needed

Job Outlook

Below Average Outlook
New job opportunities are less likely in the future.
Salary
$36,550
$26,820
$51,310

Explore More

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:

Data base user interface and query software
  • Corporate Information Factory CIF
  • Data entry software
Presentation software
  • Microsoft PowerPoint
Electronic mail software
  • Email software
  • IBM Lotus Notes

EDUCATION

Education: (rated 3 of 5)
  • high school diploma/GED
  • some college
usually needed

JOB OUTLOOK

Below Average Outlook
New job opportunities are less likely in the future.
Salary
$36,550
$26,820
$51,310

EXPLORE MORE