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43-4141.00 - 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.


Key Facts
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Bright Outlook
Career Details
Green Job
Career Details
Current Employment
52,900
Estimate
Forecasted Employment
48,600
Estimate
Change in Employment
-4,300
Estimate
Change in Employment %
-8.2%
Estimate
Tasks
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Tasks
The tasks listed below can be performed to prepare you for a career in this field.
Core
  • 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.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Collect and record customer deposits and fees and issue receipts, using computers.
  • Investigate and correct errors upon customers' request, according to customer and bank records.
  • Perform teller duties as required.
  • Execute wire transfers of funds.
  • Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
Supplemental
  • Obtain credit records from reporting agencies.
  • Duplicate records for distribution to branch offices.
  • Perform foreign currency transactions and sell traveler's checks.
  • Schedule repairs for locks on safe-deposit boxes.
  • Process loan applications.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Knowledge
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Knowledge

The items listed below are organized into sections that contain knowledge useful for pursuing a career in this field. Each section also contains a "Percentage of Importance" statistic that shows how relevant an item is to the occupation.
 Customer and Personal Service
  • 96%
    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
  • 88%
    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.
 Clerical
  • 82%
    Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
 English Language
  • 79%
    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
  • 71%
    Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
 Mathematics
  • 69%
    Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
 Economics and Accounting
  • 67%
    Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
 Public Safety and Security
  • 63%
    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
  • 62%
    Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
 Administration and Management
  • 59%
    Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
 Law and Government
  • 57%
    Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Tools
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Tools
The tools listed below include machines, equipment, tools, and software that is useful for individuals who are interested in this career.
 Computers
  • Personal computers
  • Teller terminals
 Calculating machines and accessories
  • 10-key calculators
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Technology
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Technology
The technologies listed below include machines, equipment, tools, and software that is useful for individuals who are interested in this career.
 Business function specific software
  • Microsoft SharePointHOT
  • Microsoft OfficeHOT
 Finance accounting and enterprise resource planning ERP software
  • Accounting software
  • DCI iCoreHOT
  • Microsoft Dynamics GPHOT
  • Financial needs analysis software
  • Systems Union Group MIS DecisionWare
 Content authoring and editing software
  • Microsoft WordHOT
  • Word processing software
  • Microsoft PowerPointHOT
  • Microsoft ExcelHOT
 Data management and query software
  • IPS-Sendero Relationship Profitability Manager Catalyst
  • Corporate Information Factory CIF
  • Data entry softwareHOT
  • Fiserv
  • Harland Financial Solutions DepositPro
 Network applications software
  • Microsoft Internet Explorer
  • Web browser software
 Information exchange software
  • Email software
  • IBM Lotus Notes
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Certifications
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Certifications
The certifications listed below are useful to pursue if you are interested in a career in this field.
 Core
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Licensing
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Licensing
The licensing information below is organized into sections and is useful for pursuing if you are interested in a career in this field.
No specific licensing information is listed for this occupation in the area you have selected.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Related Programs
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Programs related to this career, offered by participating institution(s), are listed below.

Clicking on the Degree programs in the list below will take you away from the Careers page.
INSTITUTION
PROGRAMS
Peirce College
 Programs
Jobs
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Jobs related to this career may be found on Indeed.com or on the Google Job Search page.