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.
Business
Arts and Humanities
Engineering and Technology
Math and Science
|
Basic Skills
Social
|
Verbal
Math
|
People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
|
You might use software like this on the job: Data base user interface and query software
Presentation software
Electronic mail software
|
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![]() New job opportunities are less likely in the future.
![]() $36,550
![]() $26,820
$51,310
|
|
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

- high school diploma/GED
- some college
JOB OUTLOOK

New job opportunities are less likely in the future.

$36,550

$26,820
$51,310