New Accounts Clerk Career

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


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New Accounts Clerk Career

What New Accounts Clerks do:

  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • 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.
  • Investigate and correct errors upon customers' request, according to customer and bank records.
  • Collect and record customer deposits and fees and issue receipts, using computers.
  • Perform teller duties as required.
  • Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
  • Execute wire transfers of funds.
  • Perform foreign currency transactions and sell traveler's checks.
  • Obtain credit records from reporting agencies.
  • Schedule repairs for locks on safe-deposit boxes.
  • Duplicate records for distribution to branch offices.
  • Process loan applications.

What work activities are most important?

Importance Activities

Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources.

Communicating with Supervisors, Peers, or Subordinates - Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Establishing and Maintaining Interpersonal Relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time.

Evaluating Information to Determine Compliance with Standards - Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Making Decisions and Solving Problems - Analyzing information and evaluating results to choose the best solution and solve problems.

Performing for or Working Directly with the Public - Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.

Resolving Conflicts and Negotiating with Others - Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Interacting With Computers - Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Monitor Processes, Materials, or Surroundings - Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Processing Information - Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job.

Identifying Objects, Actions, and Events - Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work.

Communicating with Persons Outside Organization - Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Selling or Influencing Others - Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

Assisting and Caring for Others - Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.

Guiding, Directing, and Motivating Subordinates - Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.

Training and Teaching Others - Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Coaching and Developing Others - Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Judging the Qualities of Things, Services, or People - Assessing the value, importance, or quality of things or people.

Developing and Building Teams - Encouraging and building mutual trust, respect, and cooperation among team members.

Documenting/Recording Information - Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Performing Administrative Activities - Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

Coordinating the Work and Activities of Others - Getting members of a group to work together to accomplish tasks.

Developing Objectives and Strategies - Establishing long-range objectives and specifying the strategies and actions to achieve them.

Analyzing Data or Information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Scheduling Work and Activities - Scheduling events, programs, and activities, as well as the work of others.

Interpreting the Meaning of Information for Others - Translating or explaining what information means and how it can be used.

Holland Code Chart for a New Accounts Clerk