Careers > New Accounts Clerks

New Accounts Clerks

$40.82K Median Salary 3.2K Job Openings (Annual Projection) -16.7% Job Growth

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About This Career

Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.

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

Career data shown for:

Skills You'll Need

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Abilities

Oral Comprehension

Oral Expression

Near Vision

Written Comprehension

Speech Clarity

Speech Recognition

Deductive Reasoning

Inductive Reasoning

Information Ordering

Problem Sensitivity

Mathematical Reasoning

Written Expression

Knowledge

Customer and Personal Service

Sales and Marketing

Administrative

English Language

Computers and Electronics

Mathematics

Economics and Accounting

Public Safety and Security

Education and Training

Skills

Active Listening

Speaking

Reading Comprehension

Service Orientation

Social Perceptiveness

Coordination

Critical Thinking

Monitoring

Judgment and Decision Making

Persuasion

Writing

Technology Skills

Spreadsheet software

Presentation software

Data base user interface and query software

Electronic mail software

Enterprise resource planning ERP software

Financial analysis software

Internet browser software

Customer relationship management CRM software

Office suite software

Cloud-based data access and sharing software

Word processing software

Accounting software

Tools

Mainframe console or dumb terminals

Desktop calculator

Personal computers

Abilities

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.

Knowledge

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.

Skills

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.

Technology Skills

Spreadsheet software: Microsoft Excel
Presentation software: Microsoft PowerPoint
Data base user interface and query software: Blackboard software; Database software; Microsoft Access; Yardi software
Electronic mail software: IBM Notes; Microsoft Exchange; Microsoft Outlook
Enterprise resource planning ERP software: Oracle JD Edwards EnterpriseOne; Oracle PeopleSoft; Oracle PeopleSoft Financials; SAP software
Financial analysis software: Delphi Technology
Internet browser software: Web browser software
Customer relationship management CRM software: Blackbaud The Raiser's Edge; Microsoft Dynamics; Salesforce.com Salesforce CRM
Office suite software: Microsoft Office software
Cloud-based data access and sharing software: Dropbox; Google Drive; Microsoft SharePoint
Word processing software: 3M Post-it App; Evernote; Google Docs; Microsoft Word
Accounting software: Billing software; Bookkeeping software; Intuit QuickBooks; Sage 50 Accounting