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Career Exploration

New Accounts Clerks

Also called: Financial Services Representative, Member Service Representative, New Accounts Representative, Personal Banker

What they do:

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

On the job, you would:
  • 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.
On the job, you'll need:

Business

  • customer service
  • sales and marketing

Arts and Humanities

  • English language

Engineering and Technology

  • computers and electronics

Math and Science

  • arithmetic, algebra, geometry, calculus, or statistics

Basic Skills

  • listening to others, not interrupting, and asking good questions
  • talking to others

Social

  • looking for ways to help people
  • understanding people's reactions

Verbal

  • communicate by speaking
  • listen and understand what people say

Math

  • choose the right type of math to solve a problem

Conventional

People interested in this work like activities that include data, detail, and regular routines.

  • Integrity
  • Attention to Detail
  • Cooperation
  • Dependability
  • Adaptability/Flexibility
  • Initiative

Spreadsheet software

  • Microsoft Excel

Presentation software

  • Microsoft PowerPoint

Data base user interface and query software

  • Corporate Information Factory CIF
  • Harland Financial Solutions DepositPro

Video courtesy of CareerOneStop.

Job Outlook

The job outlook for this position is Below Average.

New job opportunities are less likely in the future.

Median Annual Salary: $40,820

Education

High school diploma/GED or some college is usually needed.