New Accounts Clerks :: Job Description

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New Accounts Clerks

Careers / New Accounts Clerks

Summary Description


	Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.

Sample Job Titles

1.	Administrative Assistant

2.	Application Processor

3.	Bank Representative

4.	Banking Services Clerk

5.	Consumer Banker

6.	Customer Service Officer

7.	Customer Service Representative

8.	Customer Service Specialist

9.	Financial Service Representative

10.	Financial Services Counselor

11.	Financial Services Representative

12.	Loan Processor

13.	Member Service Representative

14.	New Accounts Banking Representative

15.	New Accounts Representative

16.	New Client Banking Services Clerk

17.	Personal Banker

18.	Personal Banking Assistant

19.	Personal Banking Representative

20.	Relationship Banker

21.	Relationship Manager

22.	Retail Banker

23.	Retail Personal Banker

24.	Retail Service Representative

25.	Safe Deposit Box Rental Clerk

26.	Sales Specialist

27.	Savings Counselor

28.	Universal Banker

Job Tasks

	Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities. Discuss goods or services information with customers or patrons.

	Compile information about new accounts, enter account information into computers, and file related forms or other documents. Compile data or documentation. Enter information into databases or software programs. Type documents.

	Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit. Explain regulations, policies, or procedures.

	Perform teller duties as required.

	Refer customers to appropriate bank personnel to meet their financial needs. Refer customers to appropriate personnel.

	Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes. Interview employees, customers, or others to collect information.

	Process loan applications. Execute sales or other financial transactions.

	Collect and record customer deposits and fees, and issue receipts using computers. Collect deposits, payments or fees.

	Investigate and correct errors upon customers' request, according to customer and bank records. Respond to customer problems or complaints.

	Execute wire transfers of funds. Execute sales or other financial transactions.

	Obtain credit records from reporting agencies. Obtain personal or financial information about customers or applicants.

	Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults. Distribute materials to employees or customers.

	Perform foreign currency transactions and sell traveler's checks. Sell products or services. Execute sales or other financial transactions.

	Duplicate records for distribution to branch offices. Operate office equipment.

	Schedule repairs for locks on safe-deposit boxes. Schedule appointments.

Work Activities

Importance	Work Activity

Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.

Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.

Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.

Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.

Selling or Influencing Others — Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.

Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.

Judging the Qualities of Things, Services, or People — Assessing the value, importance, or quality of things or people.

Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.

Coaching and Developing Others — Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Scheduling Work and Activities — Scheduling events, programs, and activities, as well as the work of others.

Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Provide Consultation and Advice to Others — Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.

Coordinating the Work and Activities of Others — Getting members of a group to work together to accomplish tasks.

Guiding, Directing, and Motivating Subordinates — Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.

Developing Objectives and Strategies — Establishing long-range objectives and specifying the strategies and actions to achieve them.

Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

Developing and Building Teams — Encouraging and building mutual trust, respect, and cooperation among team members.

Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Inspecting Equipment, Structures, or Material — Inspecting equipment, structures, or materials to identify the cause of errors or other problems or defects.

Assisting and Caring for Others — Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.

Controlling Machines and Processes — Using either control mechanisms or direct physical activity to operate machines or processes (not including computers or vehicles).

Handling and Moving Objects — Using hands and arms in handling, installing, positioning, and moving materials, and manipulating things.

Monitoring and Controlling Resources — Monitoring and controlling resources and overseeing the spending of money.

Estimating the Quantifiable Characteristics of Products, Events, or Information — Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.

Staffing Organizational Units — Recruiting, interviewing, selecting, hiring, and promoting employees in an organization.

Nature of the Work


	(Abstract from Career Articles)

	Financial Clerks
	Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.

	Read More >>

Working Conditions


	(Abstract from Career Articles)

	Financial Clerks
	Financial clerks work in a variety of office settings, including bank branches, medical offices, and government agencies. Most work full time.

	Read More >>

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Interesting Fact

Uncle Sam, long-time symbol of the U.S., was originally a butcher from the state of New York named Samuel Wilson.

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