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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.
Also Known As:
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
Wages
Annual wages for New Accounts Clerks in United States
Job Outlook
Below Average
New job opportunities are less likely in the future
United States
2034 Projected Employment
33,800
-13% Change From 2024
Explore Billing and Posting Clerks video
Tasks you might complete in a day.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
- 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.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Perform foreign currency transactions and sell traveler's checks.
- Duplicate records for distribution to branch offices.
- Schedule repairs for locks on safe-deposit boxes.
- Perform foreign currency transactions and sell traveler's checks.
- Execute wire transfers of funds.
- Perform teller duties as required.
- Perform teller duties as required.
- 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.
- Process loan applications.
- Obtain credit records from reporting agencies.
- Refer customers to appropriate bank personnel to meet their financial needs.
Subject areas you may need to master.
- Sociology and Anthropology - Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.
- Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
- Mechanical - Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
- Education and Training - Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
- Communications and Media - Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
- Public Safety and Security - Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
- Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Medicine and Dentistry - Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.
- Therapy and Counseling - Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.
- Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- Psychology - Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
- Fine Arts - Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.
- Telecommunications - Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.
- Administrative - Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
- Geography - Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.
- Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
- Biology - Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
- Food Production - Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.
- Building and Construction - Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.
- Chemistry - Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
- Law and Government - Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
- History and Archeology - Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
- Philosophy and Theology - Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.
- Transportation - Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
- Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
- Production and Processing - Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
- Design - Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
- Physics - Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.
- English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
- Personnel and Human Resources - Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
- Engineering and Technology - Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.
- Foreign Language - Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.
- Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
Strengths you may need in this role.
- Troubleshooting - Figuring out what is causing equipment, machines, wiring, or computer programs to not work.
- Persuasion - Talking people into changing their minds or their behavior.
- Social Perceptiveness - Understanding people's reactions.
- Quality Control Analysis - Testing how well a product or service works.
- Active Listening - Listening to others, not interrupting, and asking good questions.
- Monitoring - Keeping track of how well people and/or groups are doing in order to make improvements.
- Instructing - Teaching people how to do something.
- Active Learning - Figuring out how to use new ideas or things.
- Learning Strategies - Using the best training or teaching strategies for learning new things.
- Time Management - Managing your time and the time of other people.
- Equipment Maintenance - Planning and doing the basic maintenance on equipment.
- Systems Evaluation - Measuring how well a system is working and how to improve it.
- Management of Personnel Resources - Selecting and managing the best workers for a job.
- Critical Thinking - Thinking about the pros and cons of different ways to solve a problem.
- Speaking - Talking to others.
- Equipment Selection - Deciding what kind of tools and equipment are needed to do a job.
- Operation and Control - Using equipment or systems.
- Complex Problem Solving - Noticing a problem and figuring out the best way to solve it.
- Programming - Writing computer programs.
- Operations Monitoring - Watching gauges, dials, or display screens to make sure a machine is working.
- Science - Using scientific rules and strategies to solve problems.
- Installation - Installing equipment, machines, wiring, or computer programs.
- Repairing - Repairing machines or systems using the right tools.
- Negotiation - Bringing people together to solve differences.
- Reading Comprehension - Reading work-related information.
- Operations Analysis - Figuring out what a product or service needs to be able to do.
- Writing - Writing things for co-workers or customers.
- Technology Design - Making equipment and technology useful for customers.
- Management of Material Resources - Managing equipment and materials.
- Management of Financial Resources - Making spending decisions and keeping track of what is spent.
- Mathematics - Using math to solve problems.
- Coordination - Changing what is done based on other people's actions.
- Service Orientation - Looking for ways to help people.
- Judgment and Decision Making - Thinking about the pros and cons of different options and picking the best one.
- Systems Analysis - Figuring out how a system should work and how changes in the future will affect it.
- Peripheral Vision - Seeing something to your side when your are looking ahead.
- Extent Flexibility - Bending, stretching, twisting, or reaching with your body, arms, and/or legs.
- Visual Color Discrimination - Noticing the difference between colors, including shades and brightness.
- Speech Clarity - Speaking clearly.
- Auditory Attention - Paying attention to one sound while there are other distracting sounds.
- Sound Localization - Noticing the direction that a sound came from.
- Time Sharing - Doing two or more things at the same time.
- Oral Expression - Communicating by speaking.
- Written Comprehension - Reading and understanding what is written.
- Deductive Reasoning - Using rules to solve problems.
- Written Expression - Communicating by writing.
- Inductive Reasoning - Making general rules or coming up with answers from lots of detailed information.
- Speed of Closure - Quickly knowing what you are looking at.
- Static Strength - Lifting, pushing, pulling, or carrying.
- Information Ordering - Ordering or arranging things.
- Spatial Orientation - Knowing where things are around you.
- Speed of Limb Movement - Quickly moving your arms and legs.
- Response Orientation - Quickly deciding if you should move your hand, foot, or other body part.
- Near Vision - Seeing details up close.
- Glare Sensitivity - Seeing something even if there is a glare or very bright light.
- Arm-Hand Steadiness - Keeping your arm or hand steady.
- Fluency of Ideas - Coming up with lots of ideas.
- Perceptual Speed - Quickly comparing groups of letters, numbers, pictures, or other things.
- Trunk Strength - Using your lower back and stomach.
- Oral Comprehension - Listening and understanding what people say.
- Flexibility of Closure - Seeing hidden patterns.
- Explosive Strength - Jumping, sprinting, or throwing something.
- Night Vision - Seeing at night or under low light.
- Far Vision - Seeing details that are far away.
- Finger Dexterity - Putting together small parts with your fingers.
- Visualization - Imagining how something will look after it is moved around or changed.
- Problem Sensitivity - Noticing when problems happen.
- Originality - Creating new and original ideas.
- Mathematical Reasoning - Choosing the right type of math to solve a problem.
- Stamina - Exercising for a long time without getting out of breath.
- Dynamic Flexibility - Quickly and repeatedly bending, stretching, twisting, or reaching out with your body, arms, and/or legs.
- Speech Recognition - Recognizing spoken words.
- Depth Perception - Deciding which thing is closer or farther away from you, or deciding how far away it is from you.
- Selective Attention - Paying attention to something without being distracted.
- Wrist-Finger Speed - Making fast, simple, repeated movements of your fingers, hands, and wrists.
- Memorization - Remembering words, numbers, pictures, or steps.
- Category Flexibility - Grouping things in different ways.
- Number Facility - Adding, subtracting, multiplying, or dividing.
- Rate Control - Changing when and how fast you move based on how something else is moving.
- Gross Body Equilibrium - Keeping your balance or staying upright.
- Reaction Time - Quickly moving your hand, finger, or foot based on a sound, light, picture or other command.
- Hearing Sensitivity - Telling the difference between sounds.
- Manual Dexterity - Holding or moving items with your hands.
- Gross Body Coordination - Moving your arms, legs, and mid-section together while your whole body is moving.
- Multilimb Coordination - Using your arms and/or legs together while sitting, standing, or lying down.
- Dynamic Strength - Exercising for a long time without your muscles getting tired.
- Control Precision - Quickly changing the controls of a machine, car, truck or boat.
Average Education Attained
Highest level of education earned by people in this career.
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Content sourced from United States Department of Labor Employment and Training Administration ("DOLETA") and the Minnesota Department of Employment & Economic Development ("DEED")