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New Accounts Clerks

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.

Recommended education
Recommended education
For this career, most jobs require this level of education. It may be possible to qualify for some jobs without this level of education. Recommendation provided by the U.S. Department of Labor.
Vocational training or associate degree
Explore programs for this career
Career cluster
Projected growth
Projected growth

This is the expected change in employment for this career in the selected county or state. For example, if a career is expected to double from 100 jobs to 200 jobs, this would show 100%. Due to how projected growth is reported, similar careers may show the same percentage.

These numbers represent the latest 10-year projection period (2018-2028). Data is provided by the Texas Workforce Commission.

N/AN/A

Expected pay range

Expected pay range

This represents the median earnings for this career in the selected county or state. In the range shown, 25% of workers earned less than the bottom salary and 25% earned more than the top salary. Data is provided by the Texas Workforce Commission.

About new accounts clerks

Other 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

Tasks they perform

  • 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.

Skills they need

  • 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.
  • Mathematics - Using mathematics to solve problems.

Licenses and Certifications

How to decide which one is right? That depends on an individual’s career path, specialty, and resources.

Certifications

Certifications may be available for this career and can help build knowledge and skills in specific job roles. Explore available certifications

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Additional career information and resources

Learn more about new accounts clerks with these helpful sites.