New Accounts Clerks

What the job really is

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

At a glance

• Sector: Office & Administrative
• O*NET-SOC code: 43-4141
• O*NET job zone: 3 — medium preparation
• Work sample tasks on file: 12
• Tools and technologies listed: 12

What you actually do

Work sample tasks recorded for this occupation:

• 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.
• Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
• Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
• Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
• Refer customers to appropriate bank personnel to meet their financial needs.
• Investigate and correct errors upon customers' request, according to customer and bank records.
• Execute wire transfers of funds.
• Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
• Process loan applications.
• Obtain credit records from reporting agencies.

Tools and technology

Microsoft Excel, Microsoft Office software, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Word, 10-key calculators, Accounting software, Corporate Information Factory CIF, DCI iCore, Email software, Financial needs analysis software, Fiserv financial services software

What employers expect you to already be comfortable with.

Where this job leads

Related occupations — the usual moves up and sideways:

• Tellers
• Brokerage Clerks
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
• Customer Service Representatives
• Securities, Commodities, and Financial Services Sales Agents
• Credit Authorizers, Checkers, and Clerks
• Loan Officers
• Bill and Account Collectors

Getting in

O*NET assigns this occupation job zone 3 (medium preparation). The related occupations above are the realistic routes in and out.

Find openings

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Check this against the source

O*NET OnLine: New Accounts Clerks — the authoritative public-domain profile this page is derived from, including the full task list, reported skills and the wage estimates for your region.

Derived and rewritten from the public-domain O*NET database (U.S. Department of Labor / Employment and Training Administration). Figures are observations, not promises — always confirm salary, licensing and visa requirements with the employer and the relevant authority.