New Accounts Clerks

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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: 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

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Tasks

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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.
Investigate and correct errors upon customers’ request, according to customer and bank records.
Execute wire transfers of funds.
Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
Process loan applications.
Obtain credit records from reporting agencies.
Schedule repairs for locks on safe-deposit boxes.

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Technology Skills

All 12 displayed Show 3 tools used

Accounting software
Cloud-based data access and sharing software — Microsoft SharePoint
Customer relationship management CRM software — IPS-Sendero Relationship Profitability Manager Catalyst
Data base user interface and query software — Corporate Information Factory CIF; Data entry software; Fiserv; Harland Financial Solutions DepositPro
Electronic mail software — Email software; IBM Lotus Notes
Enterprise resource planning ERP software — DCI iCore; Microsoft Dynamics GP
Financial analysis software — Financial needs analysis software; Systems Union Group MIS DecisionWare
Internet browser software — Microsoft Internet Explorer; Web browser software
Office suite software — Microsoft Office
Presentation software — Microsoft PowerPoint
Spreadsheet software — Microsoft Excel
Word processing software — Microsoft Word

Hot Technology — a technology requirement frequently included in employer job postings.

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Knowledge

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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.
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.
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.
English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
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.
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.

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Skills

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Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Speaking — Talking to others to convey information effectively.
Reading Comprehension — Understanding written sentences and paragraphs in work-related documents.
Service Orientation — Actively looking for ways to help people.
Social Perceptiveness — Being aware of others’ reactions and understanding why they react as they do.
Coordination — Adjusting actions in relation to others’ actions.
Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Persuasion — Persuading others to change their minds or behavior.
Writing — Communicating effectively in writing as appropriate for the needs of the audience.

Abilities

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Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
Near Vision — The ability to see details at close range (within a few feet of the observer).
Written Comprehension — The ability to read and understand information and ideas presented in writing.
Speech Clarity — The ability to speak clearly so others can understand you.
Speech Recognition — The ability to identify and understand the speech of another person.
Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.
Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
Mathematical Reasoning — The ability to choose the right mathematical methods or formulas to solve a problem.
Written Expression — The ability to communicate information and ideas in writing so others will understand.

Work Activities

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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.
Working with Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Monitoring 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.
Communicating with People Outside the 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.
Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.
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.

Detailed Work Activities

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

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Work Context

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Telephone — 90% responded “Every day.”
Contact With Others — 89% responded “Constant contact with others.”
Electronic Mail — 87% responded “Every day.”
Face-to-Face Discussions — 79% responded “Every day.”
Importance of Being Exact or Accurate — 67% responded “Extremely important.”
Deal With External Customers — 71% responded “Extremely important.”
Importance of Repeating Same Tasks — 74% responded “Extremely important.”
Indoors, Environmentally Controlled — 79% responded “Every day.”
Work With Work Group or Team — 54% responded “Extremely important.”
Frequency of Decision Making — 48% responded “Every day.”
Time Pressure — 45% responded “Every day.”
Physical Proximity — 44% responded “Moderately close (at arm’s length).”
Coordinate or Lead Others — 50% responded “Very important.”
Impact of Decisions on Co-workers or Company Results — 36% responded “Very important results.”
Spend Time Making Repetitive Motions — 48% responded “More than half the time.”
Letters and Memos — 31% responded “Once a week or more but not every day.”
Structured versus Unstructured Work — 21% responded “Limited freedom.”
Spend Time Sitting — 32% responded “About half the time.”
Freedom to Make Decisions — 49% responded “Some freedom.”
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls — 44% responded “Continually or almost continually.”
Deal With Unpleasant or Angry People — 40% responded “Once a month or more but not every week.”
Duration of Typical Work Week — 89% responded “40 hours.”
Consequence of Error — 27% responded “Extremely serious.”
Frequency of Conflict Situations — 44% responded “Once a month or more but not every week.”
Degree of Automation — 44% responded “Highly automated.”
Level of Competition — 36% responded “Slightly competitive.”

Job Zone

Title	Job Zone Three: Medium Preparation Needed
Education	Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate’s degree.
Related Experience	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.
Job Training	Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
Job Zone Examples	These occupations usually involve using communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. Examples include hydroelectric production managers, travel guides, electricians, agricultural technicians, barbers, court reporters, and medical assistants.
SVP Range	(6.0 to < 7.0)

Education

Percentage of Respondents	Education Level Required
46	High school diploma or equivalent
28	Some college, no degree
15	Post-secondary certificate

Credentials

Interests

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Interest code: CES Want to discover your interests? Take the O*NET Interest Profiler at My Next Move.

Conventional — Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Enterprising — Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Social — Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Work Styles

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Integrity — Job requires being honest and ethical.
Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.
Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace.
Initiative — Job requires a willingness to take on responsibilities and challenges.
Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
Self-Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high-stress situations.
Concern for Others — Job requires being sensitive to others’ needs and feelings and being understanding and helpful on the job.
Leadership — Job requires a willingness to lead, take charge, and offer opinions and direction.
Persistence — Job requires persistence in the face of obstacles.
Independence — Job requires developing one’s own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems.
Social Orientation — Job requires preferring to work with others rather than alone, and being personally connected with others on the job.
Innovation — Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.

Work Values

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Support — Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
Relationships — Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
Independence — Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Related Occupations

All 10 displayed

13-2072.00	Loan Officers
13-2081.00	Tax Examiners and Collectors, and Revenue Agents
43-3011.00	Bill and Account Collectors
43-3071.00	Tellers
43-4051.00	Customer Service Representatives Bright Outlook
43-4081.00	Hotel, Motel, and Resort Desk Clerks
43-4111.00	Interviewers, Except Eligibility and Loan
43-4181.00	Reservation and Transportation Ticket Agents and Travel Clerks
43-6014.00	Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
43-9041.00	Insurance Claims and Policy Processing Clerks

Wages & Employment Trends

Median wages (2020)	$18.15 hourly, $37,750 annual
State wages
Local wages	ZIP Code:

Employment (2020)	46,100 employees
Projected growth (2020-2030)	Decline (-1% or lower)
Projected job openings (2020-2030)	3,200
State trends

Top industries (2020)	Finance and Insurance

Source: Bureau of Labor Statistics 2020 wage data external site and 2020-2030 employment projections . “Projected growth” represents the estimated change in total employment over the projections period (2020-2030). “Projected job openings” represent openings due to growth and replacement.

Job Openings on the Web

Sources of Additional Information

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Disclaimer: Sources are listed to provide additional information on related jobs, specialties, and/or industries. Links to non-DOL Internet sites are provided for your convenience and do not constitute an endorsement.

American Bankers Association
Mortgage Bankers Association
Occupational Outlook Handbook: Financial clerks

This page includes information from O*NET OnLine by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.