Career Details :: New Accounts Clerks
Description
Interview persons desiring to open bank accounts. Explain banking services available to prospective customers and assist them in preparing application form.
Experience
Some previous work-related skill, knowledge, or experience may be helpful in these occupations, but usually is not needed. For example, a drywall installer might benefit from experience installing drywall, but an inexperienced person could still learn to be an installer with little difficulty.
Education
These occupations usually require a high school diploma and may require some vocational training or job-related course work. In some cases, an associate's or bachelor's degree could be needed.
Training
Employees in these occupations need anywhere from a few months to one year of working with experienced employees.
Tasks
- Assists customer in completing application forms for loans, accounts, or safe-deposit boxes, using typewriter or computer, and obtains signature.
- Enters account information in computer and files forms or other documents.
- Answers customer questions and explains available services, such as deposit accounts, bonds, and securities.
- Interviews customer to obtain information needed to open account or rent safe-deposit box.
- Obtains credit records from reporting agency.
- Executes wire transfers of funds.
- Issues initial and replacement safe-deposit key to customer, and admits customer to vault.
- Schedules repairs for locks on safe-deposit box.
- Investigates and corrects errors upon customer request, according to customer and bank records, using calculator or computer.
- Collects and records fees and funds for deposit from customer and issues receipt, using computer.
Related Careers
- Counter and Rental Clerks
- Credit Authorizers
- Insurance Claims Clerks
- Insurance Policy Processing Clerks
- Loan Interviewers and Clerks
- Municipal Clerks
- Order Clerks
- Receptionists and Information Clerks
- Statement Clerks
- Tax Preparers
Important Abilities
General Work Activities
- Communicating With Persons Outside Organization
- Performing for/Working With Public
- Performing Administrative Activities
- Documenting/Recording Information
- Getting Information Needed to Do the Job
Important Skills
Frequent Work Context
- Job-Required Social Interaction
- Provide a Service to Others
- Deal With External Customers
- Indoors
- Importance of Being Exact or Accurate
Related Majors
| Major | Add to XapPack |
|---|---|
| Banking |  [ add ] |
| Banking/Finance | [ add ] |
| Bankruptcy | [ add ] |
| Business Administration/Finance | [ add ] |
| Business Financial Management | [ add ] |
| Business Management/Banking | [ add ] |
| Business/Finance | [ add ] |
| Business/Management/Finance | [ add ] |
| Commerce/Finance | [ add ] |
| Corporate Financial Management | [ add ] |
| Economics/Finance | [ add ] |
| Farm Business Management/Finance | [ add ] |
| Finance | [ add ] |
| Finance/Banking | [ add ] |
| Finance/Business | [ add ] |
| Finance/Economics | [ add ] |
| Finance/Financial Services | [ add ] |
| Finance/Insurance | [ add ] |
| Finance/International Business | [ add ] |
| Finance/Investments | [ add ] |
| Finance/Marketing | [ add ] |
| Finance/Pre-Law | [ add ] |
| Finance/Real Estate | [ add ] |
| Finance/Real Estate/Law | [ add ] |
| Financial Management | [ add ] |
| Financial Planning/Services | [ add ] |
| Financial Services | [ add ] |
| Financial Services/Planning | [ add ] |
| Financial Services/Risk Management | [ add ] |
| Insurance/Finance | [ add ] |
| International Business Finance | [ add ] |
| Quantitative Methods/Finance | [ add ] |
Institutions Offering Related Majors
No institutions found.