New Accounts Clerks

Career Overview

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

• Financial Services Representative
• Member Service Representative
• New Accounts Representative
• Personal Banker

Alternate Job Titles

• Admit Clerk
• Bank Representative
• Banking Services Clerk
• Banking Services Representative
• Bilingual Personal Banker
• Bilingual Spanish Personal Banker
• Branch Service Specialist
• Customer Service Specialist
• Financial Service Representative
• Financial Services Officer
• Financial Services Representative
• Member Service Representative
• New Accounts Banking Representative
• New Accounts Clerk
• New Accounts Representative

What You'll Do

In this role, your typical responsibilities include:

• 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.
• 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.
• Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
• Refer customers to appropriate bank personnel to meet their financial needs.

Knowledge You'll Use

You'll need solid knowledge in these areas:

• Customer and Personal Service
• Sales and Marketing
• Administrative
• English Language
• Computers and Electronics

Essential Skills

Success in this career requires strong skills in:

1. Active Listening
2. Speaking

Key Abilities

This career requires key abilities in:

• Oral Comprehension
• Oral Expression
• Written Comprehension
• Near Vision
• Speech Recognition
• Speech Clarity
• Deductive Reasoning
• Problem Sensitivity
• Inductive Reasoning
• Information Ordering

Work Style

People who excel in this career typically demonstrate:

• Dependability
• Attention to Detail
• Cooperation
• Integrity
• Social Orientation

What Matters in This Career

This career tends to satisfy these work values:

• Support
• Relationships
• Independence
• Achievement
• Working Conditions

Education & Preparation

Typical Education: High School Diploma - or the equivalent (for example, GED)

Related Work Experience Needed: Over 6 months, up to and including 1 year

On-the-Job Training: Anything beyond short demonstration, up to and including 1 month

Education Details: Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.

Experience Required: Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.

Technology You'll Use

Popular Technologies & Software

• Microsoft Excel
• Microsoft Office software
• Microsoft PowerPoint
• Microsoft SharePoint
• Microsoft Word

Tools & Equipment

• 10-key calculators
• Personal computers
• Teller terminals

Work Environment

• Telephone Conversations
• Contact With Others
• E-Mail
• Face-to-Face Discussions with Individuals and Within Teams
• Importance of Being Exact or Accurate

Salary & Job Market

Salary Percentile	Annual Wage
Entry-Level (10th percentile)	$36,980
Median	$46,610
Top Earners (90th percentile)	$60,110

Workers Employed Nationally: 38,030

Related Careers

If you're interested in this career, you might also consider:

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Occupational data sourced from the O*NET OnLine database, developed by the U.S. Department of Labor, Employment and Training Administration. Wage data from the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), 2024.