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New Accounts Clerks

New Accounts Clerks

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New Accounts Clerks Description

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

New Accounts Clerks Related Job Titles

Administrative Assistant, Application Processor, Bank Representative, Banking Services Clerk, Consumer Banker, Customer Service Officer, Customer Service Representative, Customer Service Specialist, Financial Service Representative, Financial Services Counselor, Financial Services Representative, Loan Processor, Member Service Representative, New Accounts Banking Representative, New Accounts Representative, New Client Banking Services Clerk, Personal Banker, Personal Banking Assistant, Personal Banking Representative, Relationship Banker, Relationship Manager, Retail Banker, Retail Service Representative, Safe Deposit Box Rental Clerk, Savings Counselor, Universal Banker,

New Accounts Clerks Related Careers
New Accounts Clerks Tasks
Core Tasks
  • 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.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Perform teller duties as required.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Collect and record customer deposits and fees, and issue receipts using computers.
  • Investigate and correct errors upon customers' request, according to customer and bank records.
  • Execute wire transfers of funds.
  • Perform foreign currency transactions and sell traveler's checks.
Supplemental Tasks
  • Process loan applications.
  • Obtain credit records from reporting agencies.
  • Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
  • Duplicate records for distribution to branch offices.
  • Schedule repairs for locks on safe-deposit boxes.

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