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New Accounts Clerks - 43-4141.00

O*NET-SOC Description

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

Sample of Reported Job Titles

  • Personal Banker
  • Customer Service Representative
  • Member Service Representative
  • New Accounts Representative
  • Financial Services Representative
  • Relationship Manager
  • Loan Processor
  • Retail Banker
  • Retail Service Representative
  • Administrative Assistant

SOC Occupation Groups

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.
  • Process loan applications.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Schedule repairs for locks on safe-deposit boxes.

Detailed Work Activities

  • Collect deposits, payments or fees.
  • Compile data or documentation.
  • Discuss goods or services information with customers or patrons.
  • Distribute materials to employees or customers.
  • Enter information into databases or software programs.
  • Execute sales or other financial transactions.
  • Explain regulations, policies, or procedures.
  • Interview employees, customers, or others to collect information.
  • Obtain personal or financial information about customers or applicants.
  • Operate office equipment.
  • Refer customers to appropriate personnel.
  • Respond to customer problems or complaints.
  • Schedule appointments.
  • Sell products or services.
  • Type documents.

Military Crosswalk Titles

No information available.

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

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