Occupation: New Accounts Clerks

New Accounts Clerks

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

43-4141.00 | 15 tasks | 10 job titles

Reported Job Titles

(10)
  • Banking Services Representative
  • Customer Service Specialist
  • Financial Service Representative
  • Financial Services Representative
  • Member Service Representative
  • New Accounts Clerk
  • New Accounts Representative
  • Personal Banker
  • Relationship Banker
  • Universal Banker

Core Tasks

(10)
  • 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.

Supplemental Tasks

(5)
  • Process loan applications.
  • Obtain credit records from reporting agencies.
  • Schedule repairs for locks on safe-deposit boxes.
  • Perform foreign currency transactions and sell traveler's checks.
  • Duplicate records for distribution to branch offices.