New Accounts Clerks
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
23 alternate job titles:
Salary Information
New Accounts Clerks: $46,610 (median) per year.
Starting salary (10th percentile).
Required expreience: Varies by Company
Data source: U.S. Bureau of Labor Statistics
Daily Tasks & Responsibilities
| Task Description | Category |
|---|---|
| Discuss goods or services information with customers or patrons. | Communication |
| Compile data or documentation. | General |
| Enter information into databases or software programs. | General |
| Type documents. | General |
| Refer customers to appropriate personnel. | General |
| Interview employees, customers, or others to collect information. | General |
| Explain regulations, policies, or procedures. | General |
| Obtain personal or financial information about customers or applicants. | General |
| Collect deposits, payments or fees. | General |
| Respond to customer problems or complaints. | General |
| Execute sales or other financial transactions. | General |
| Issue money, credit, or vouchers. | General |
| Operate office equipment. | General |
| Distribute materials to employees or customers. | General |
| Sell products or services. | General |
| Schedule appointments. | General |
Technology Requirements
| Technology | Description |
|---|---|
| Microsoft Excel | Spreadsheet software |
| Microsoft Office software | Office suite software |
| Microsoft PowerPoint | Presentation software |
| Microsoft SharePoint | Document management software |
| Microsoft Word | Word processing software |
| Accounting software | Accounting software |
| DCI iCore | Enterprise resource planning ERP software |
| Email software | Electronic mail software |
| Financial needs analysis software | Financial analysis software |
| IBM Lotus Notes | Electronic mail software |
| IPS-Sendero Relationship Profitability Manager Catalyst | Customer relationship management CRM software |
| Microsoft Dynamics GP | Enterprise resource planning ERP software |
| Microsoft Internet Explorer | Internet browser software |
| Systems Union Group MIS DecisionWare | Financial analysis software |
| Web browser software | Internet browser software |
| Word processing software | Word processing software |
| Corporate Information Factory CIF | Data base user interface and query software |
| Fiserv financial services software | Data base user interface and query software |
| Harland Financial Solutions DepositPro | Data base user interface and query software |