New Accounts Clerks
Also called: Personal Banker, Customer Service Representative, Member Service Representative, New Accounts Representative
What they do:
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
On the job, you would:
- Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
Business
Arts and Humanities
Math and Science
Engineering and Technology
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Basic Skills
Social
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Verbal
Math
Ideas and Logic
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People interested in this work like activities that include
data, detail, and regular routines. They do well at jobs that need:
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You might use software like this on the job: Data base user interface and query software
Electronic mail software
Financial analysis software
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You might like a career in one of these industries:
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See more details at O*NET OnLine about new accounts clerks.