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.
Business
Arts and Humanities
Engineering and Technology
Math and Science
|
Basic Skills
Social
|
Verbal
Math
|
People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
|
You might use software like this on the job: Spreadsheet software
Presentation software
Data base user interface and query software
|
|
New job opportunities are less likely in the future.
$40,820
$ 32,760
$ 55,400
|
|
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.
KNOWLEDGE
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
SKILLS
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
ABILITIES
Verbal
- communicate by speaking
- listen and understand what people say
Math
- choose the right type of math to solve a problem
PERSONALITY
People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
- Integrity
- Attention to Detail
- Cooperation
- Dependability
- Adaptability/Flexibility
- Initiative
TECHNOLOGY
You might use software like this on the job:
Spreadsheet software
- Microsoft Excel
Presentation software
- Microsoft PowerPoint
Data base user interface and query software
- Corporate Information Factory CIF
- Harland Financial Solutions DepositPro
EDUCATION
- high school diploma/GED
- some college
JOB OUTLOOK
New job opportunities are less likely in the future.
$ 40,820
$ 32,760
$ 55,400