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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  |  Technology Skills  |  Tools Used  |  Knowledge  |  Skills  |  Abilities  |  Work Activities  |  Detailed Work Activities  |  Work Context  |  Job Zone  |  Education  |  Credentials  |  Interests  |  Work Styles  |  Work Values  |  Related Occupations  |  Wages & Employment  |  Job Openings  |  Additional Information

Tasks

Show fewer All 13 displayed
  • Perform teller duties as required.See more occupations related to this task.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.See more occupations related to this task.
  • Collect and record customer deposits and fees and issue receipts, using computers.See more occupations related to this task.
  • Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.See more occupations related to this task.
  • Answer customers’ questions and explain available services, such as deposit accounts, bonds, and securities.See more occupations related to this task.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.See more occupations related to this task.
  • Refer customers to appropriate bank personnel to meet their financial needs.See more occupations related to this task.
  • Investigate and correct errors upon customers’ request, according to customer and bank records.See more occupations related to this task.
  • Execute wire transfers of funds.See more occupations related to this task.
  • Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.See more occupations related to this task.
  • Process loan applications.See more occupations related to this task.
  • Obtain credit records from reporting agencies.See more occupations related to this task.
  • Schedule repairs for locks on safe-deposit boxes.See more occupations related to this task.

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Technology Skills

Show fewer All 12 displayed     Show 3 tools used
  • Accounting softwareSee more occupations related to this technology.
  • Cloud-based data access and sharing software — Microsoft SharePoint Hot technologySee more occupations related to this technology.
  • Customer relationship management CRM software — IPS-Sendero Relationship Profitability Manager CatalystSee more occupations related to this technology.
  • Data base user interface and query software — Corporate Information Factory CIF; Data entry software; Fiserv; Harland Financial Solutions DepositProSee more occupations related to this technology.
  • Electronic mail software — Email software; IBM Lotus NotesSee more occupations related to this technology.
  • Enterprise resource planning ERP software Hot technology — DCI iCore; Microsoft Dynamics GP Hot technologySee more occupations related to this technology.
  • Financial analysis software — Financial needs analysis software; Systems Union Group MIS DecisionWareSee more occupations related to this technology.
  • Internet browser software — Microsoft Internet Explorer; Web browser softwareSee more occupations related to this technology.
  • Office suite software — Microsoft Office Hot technologySee more occupations related to this technology.
  • Presentation software — Microsoft PowerPoint Hot technologySee more occupations related to this technology.
  • Spreadsheet software — Microsoft Excel Hot technologySee more occupations related to this technology.
  • Word processing software — Microsoft Word Hot technologySee more occupations related to this technology.

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

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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.See more occupations related to this skill.
  • Speaking — Talking to others to convey information effectively.See more occupations related to this skill.
  • Reading Comprehension — Understanding written sentences and paragraphs in work-related documents.See more occupations related to this skill.
  • Service Orientation — Actively looking for ways to help people.See more occupations related to this skill.
  • Social Perceptiveness — Being aware of others’ reactions and understanding why they react as they do.See more occupations related to this skill.
  • Coordination — Adjusting actions in relation to others’ actions.See more occupations related to this skill.
  • Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.See more occupations related to this skill.
  • Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.See more occupations related to this skill.
  • Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.See more occupations related to this skill.
  • Persuasion — Persuading others to change their minds or behavior.See more occupations related to this skill.
  • Writing — Communicating effectively in writing as appropriate for the needs of the audience.See more occupations related to this skill.

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Abilities

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  • Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.See more occupations related to this ability.
  • Oral Expression — The ability to communicate information and ideas in speaking so others will understand.See more occupations related to this ability.
  • Near Vision — The ability to see details at close range (within a few feet of the observer).See more occupations related to this ability.
  • Written Comprehension — The ability to read and understand information and ideas presented in writing.See more occupations related to this ability.
  • Speech Clarity — The ability to speak clearly so others can understand you.See more occupations related to this ability.
  • Speech Recognition — The ability to identify and understand the speech of another person.See more occupations related to this ability.
  • Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.See more occupations related to this ability.
  • Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).See more occupations related to this ability.
  • 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).See more occupations related to this ability.
  • 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.See more occupations related to this ability.
  • Mathematical Reasoning — The ability to choose the right mathematical methods or formulas to solve a problem.See more occupations related to this ability.
  • Written Expression — The ability to communicate information and ideas in writing so others will understand.See more occupations related to this ability.

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Work Activities

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  • Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.See more occupations related to this activity.
  • Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.See more occupations related to this activity.
  • Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.See more occupations related to this activity.
  • 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.See more occupations related to this activity.
  • Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.See more occupations related to this activity.
  • 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.See more occupations related to this activity.
  • Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.See more occupations related to this activity.
  • Working with Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.See more occupations related to this activity.
  • Monitoring Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.See more occupations related to this activity.
  • Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.See more occupations related to this activity.
  • Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.See more occupations related to this activity.
  • Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.See more occupations related to this activity.
  • 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.See more occupations related to this activity.
  • Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.See more occupations related to this activity.
  • Selling or Influencing Others — Convincing others to buy merchandise/goods or to otherwise change their minds or actions.See more occupations related to this activity.
  • Assisting and Caring for Others — Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.See more occupations related to this activity.
  • Guiding, Directing, and Motivating Subordinates — Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.See more occupations related to this activity.
  • Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.See more occupations related to this activity.

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Detailed Work Activities

Show fewer All 15 displayed
  • Execute sales or other financial transactions.See more occupations related to this activity.
  • Collect deposits, payments or fees.See more occupations related to this activity.
  • Compile data or documentation.See more occupations related to this activity.
  • Enter information into databases or software programs.See more occupations related to this activity.
  • Type documents.See more occupations related to this activity.
  • Explain regulations, policies, or procedures.See more occupations related to this activity.
  • Discuss goods or services information with customers or patrons.See more occupations related to this activity.
  • Obtain personal or financial information about customers or applicants.See more occupations related to this activity.
  • Interview employees, customers, or others to collect information.See more occupations related to this activity.
  • Refer customers to appropriate personnel.See more occupations related to this activity.
  • Respond to customer problems or complaints.See more occupations related to this activity.
  • Distribute materials to employees or customers.See more occupations related to this activity.
  • Schedule appointments.See more occupations related to this activity.
  • Sell products or services.See more occupations related to this activity.
  • Operate office equipment.See more occupations related to this activity.

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Work Context

Show fewer All 26 displayed
  • Telephone — 90% responded “Every day.”See more occupations related to this work context.
  • Contact With Others — 89% responded “Constant contact with others.”See more occupations related to this work context.
  • Electronic Mail — 87% responded “Every day.”See more occupations related to this work context.
  • Face-to-Face Discussions — 79% responded “Every day.”See more occupations related to this work context.
  • Importance of Being Exact or Accurate — 67% responded “Extremely important.”See more occupations related to this work context.
  • Deal With External Customers — 71% responded “Extremely important.”See more occupations related to this work context.
  • Importance of Repeating Same Tasks — 74% responded “Extremely important.”See more occupations related to this work context.
  • Indoors, Environmentally Controlled — 79% responded “Every day.”See more occupations related to this work context.
  • Work With Work Group or Team — 54% responded “Extremely important.”See more occupations related to this work context.
  • Frequency of Decision Making — 48% responded “Every day.”See more occupations related to this work context.
  • Time Pressure — 45% responded “Every day.”See more occupations related to this work context.
  • Physical Proximity — 44% responded “Moderately close (at arm’s length).”See more occupations related to this work context.
  • Coordinate or Lead Others — 50% responded “Very important.”See more occupations related to this work context.
  • Impact of Decisions on Co-workers or Company Results — 36% responded “Very important results.”See more occupations related to this work context.
  • Spend Time Making Repetitive Motions — 48% responded “More than half the time.”See more occupations related to this work context.
  • Letters and Memos — 31% responded “Once a week or more but not every day.”See more occupations related to this work context.
  • Structured versus Unstructured Work — 21% responded “Limited freedom.”See more occupations related to this work context.
  • Spend Time Sitting — 32% responded “About half the time.”See more occupations related to this work context.
  • Freedom to Make Decisions — 49% responded “Some freedom.”See more occupations related to this work context.
  • Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls — 44% responded “Continually or almost continually.”See more occupations related to this work context.
  • Deal With Unpleasant or Angry People — 40% responded “Once a month or more but not every week.”See more occupations related to this work context.
  • Duration of Typical Work Week — 89% responded “40 hours.”See more occupations related to this work context.
  • Consequence of Error — 27% responded “Extremely serious.”See more occupations related to this work context.
  • Frequency of Conflict Situations — 44% responded “Once a month or more but not every week.”See more occupations related to this work context.
  • Degree of Automation — 44% responded “Highly automated.”See more occupations related to this work context.
  • Level of Competition — 36% responded “Slightly competitive.”See more occupations related to this work context.

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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)

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Education


Percentage of Respondents
Education Level Required
46   High school diploma or equivalent

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28   Some college, no degree
15   Post-secondary certificate

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Credentials

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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.See more occupations related to this interest.
  • 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.See more occupations related to this interest.
  • Social — Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.See more occupations related to this interest.

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Work Styles

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  • Integrity — Job requires being honest and ethical.See more occupations related to this work style.
  • Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.See more occupations related to this work style.
  • Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.See more occupations related to this work style.
  • Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.See more occupations related to this work style.
  • Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace.See more occupations related to this work style.
  • Initiative — Job requires a willingness to take on responsibilities and challenges.See more occupations related to this work style.
  • Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.See more occupations related to this work style.
  • Self-Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.See more occupations related to this work style.
  • Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high-stress situations.See more occupations related to this work style.
  • Concern for Others — Job requires being sensitive to others’ needs and feelings and being understanding and helpful on the job.See more occupations related to this work style.
  • Leadership — Job requires a willingness to lead, take charge, and offer opinions and direction.See more occupations related to this work style.
  • Persistence — Job requires persistence in the face of obstacles.See more occupations related to this work style.
  • 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.See more occupations related to this work style.
  • Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems.See more occupations related to this work style.
  • Social Orientation — Job requires preferring to work with others rather than alone, and being personally connected with others on the job.See more occupations related to this work style.
  • Innovation — Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.See more occupations related to this work style.

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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.See more occupations related to this work value.
  • 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.See more occupations related to this work value.
  • Independence — Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.See more occupations related to this work value.

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Related Occupations

Show fewer 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 Bright Outlook
43-4081.00 Hotel, Motel, and Resort Desk Clerks Bright Outlook
43-4111.00 Interviewers, Except Eligibility and Loan
43-4181.00 Reservation and Transportation Ticket Agents and Travel Clerks Bright Outlook
43-6014.00 Secretaries and Administrative Assistants, Except Legal, Medical, and Executive Bright Outlook
43-9041.00 Insurance Claims and Policy Processing Clerks

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Wages & Employment Trends

Median wages (2020) $18.15 hourly, $37,750 annual
State wages
 
Local wages
  
Employment (2020) 46,100 employees
Projected growth (2020-2030) Decline (-1% or lower) 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 external site. “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.

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Job Openings on the Web

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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 external site
  • Mortgage Bankers Association external site
  • Occupational Outlook Handbook: Financial clerks external site

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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.

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