National Application Center :: career details :: New Accounts Clerks
Career Details :: New Accounts Clerks
Interview persons desiring to open bank accounts. Explain banking services available to prospective customers and assist them in preparing application form.
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.
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.
Employees in these occupations need anywhere from a few months to one year of working with experienced employees.
- 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.
- 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
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
Frequent Work Context
- Job-Required Social Interaction
- Provide a Service to Others
- Deal With External Customers
- Importance of Being Exact or Accurate