New Accounts Clerks - 43-4141.00

O*NET-SOC Description

Interview persons desiring to open bank accounts. Explain banking services available to prospective customers and assist them in preparing application form.

DOT Titles Included in this O*NET-SOC Code

  • Customer Service Representative
  • Safe-Deposit-Box Rental Clerk

Sample of Occupations in this SOC Family

Related Occupations

Tasks

  • Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
  • Collect and record customer deposits and fees, and issue receipts using computers.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Duplicate records for distribution to branch offices.
  • Execute wire transfers of funds.
  • 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.
  • Investigate and correct errors upon customers' request, according to customer and bank records.
  • Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
  • Obtain credit records from reporting agencies.
  • Perform foreign currency transactions and sell traveler's checks.
  • Perform teller duties as required.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Schedule repairs for locks on safe-deposit boxes.

Detailed Work Activities

  • answer customer or public inquiries
  • collect deposit or payment
  • collect fees
  • detect discrepancies on records or reports
  • explain credit application information
  • explain rules, policies or regulations
  • fill out business or government forms
  • greet customers, guests, visitors, or passengers
  • interview customers
  • maintain records, reports, or files
  • obtain information from individuals
  • provide clerical assistance to customers or patients
  • provide customer service
  • receive or disburse cash related to payments received
  • request reports or records
  • resolve customer or public complaints
  • use computers to enter, access or retrieve data
  • use interviewing procedures