New Accounts Clerks
Human Advantage 73%
Significant human skills needed
AI Automation Risk Moderate Risk
4 / 10
Some tasks in this role may be augmented by AI, but human oversight and interpersonal skills remain important.
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
Also Known As: Admit Clerk, Bank Representative, Banking Services Clerk, Banking Services Representative, Bilingual Personal Banker, Bilingual Spanish Personal Banker, Branch Service Specialist, Customer Service Specialist +15 more
Core Tasks
- 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.
Education & Training
Job Zone 3 Job Zone Three: Medium Preparation Needed
Education: Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
Experience: Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
On-the-Job Training: Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
Education Level Distribution
Percentage of workers in this occupation with each education level.
Technology & Tools
Hot Technologies
Software (19)
Tools & Equipment (3)
Where This Career Leads
Career progression organized by specialty track and experience level.
Banking & Credit Financial Services
Zone 3
New Accounts Clerks You are here
Resume Builder
Select key tasks to generate action-oriented resume bullets for New Accounts Clerks positions.
Your Resume Bullets
Related Occupations
Show all 20 related occupations
Real Talk
Hear from real New Accounts Clerkss about their work: