New Accounts Clerks Occupation Details

General Job Description and Education/Training Levels for New Accounts Clerks

The main tasks and work activities of New Accounts Clerks are to discuss goods or services information with customers or patrons, type documents, enter information into databases or software programs, compile data or documentation. In general, for the New Accounts Clerks, speaking, active Listening, reading Comprehension, service Orientation and other 8 skills are required.

New Accounts Clerks Job Description
Education	Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
Related Experience	Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
Job Training	Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
Example	These occupations usually involve using communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. Examples include hydroelectric production managers, travel guides, electricians, agricultural technicians, barbers, court reporters, and medical assistants.

The following chart shows the education/training levels for New Accounts Clerks jobs. 45.60% of New Accounts Clerks have High School Diploma (or the equivalent) and 15.45% of New Accounts Clerks have Post-Secondary Certificate.

Less than a High School Diploma

0.00%

High School Diploma (or the equivalent)

45.60%

Post-Secondary Certificate

15.45%

Some College Courses

28.22%

Associate's Degree (or other 2-year degree)

10.73%

Bachelor's Degree and Above

0.00%

Tasks and Work Activities of New Accounts Clerks

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.
Obtain credit records from reporting agencies.
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.
Duplicate records for distribution to branch offices.
Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
Perform foreign currency transactions and sell traveler's checks.
Schedule repairs for locks on safe-deposit boxes.
Process loan applications.

Getting InformationObserving, receiving, and otherwise obtaining information from all relevant sources.
Communicating with Supervisors, Peers, or SubordinatesProviding information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
Establishing and Maintaining Interpersonal RelationshipsDeveloping constructive and cooperative working relationships with others, and maintaining them over time.
Evaluating Information to Determine Compliance with StandardsUsing relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
Making Decisions and Solving ProblemsAnalyzing information and evaluating results to choose the best solution and solve problems.
Performing for or Working Directly with the PublicPerforming for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
Resolving Conflicts and Negotiating with OthersHandling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
Interacting With ComputersUsing computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Monitor Processes, Materials, or SurroundingsMonitoring and reviewing information from materials, events, or the environment, to detect or assess problems.
Processing InformationCompiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Discuss goods or services information with customers or patrons.
Type documents.
Enter information into databases or software programs.
Compile data or documentation.
Refer customers to appropriate personnel.
Interview employees, customers, or others to collect information.
Explain regulations, policies, or procedures.
Obtain personal or financial information about customers or applicants.
Collect deposits, payments or fees.
Respond to customer problems or complaints.
Execute sales or other financial transactions.
Operate office equipment.
Distribute materials to employees or customers.
Sell products or services.
Schedule appointments.

Skills and Abilities for New Accounts Clerks

SpeakingTalking to others to convey information effectively.
Active ListeningGiving 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.
Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
Service OrientationActively looking for ways to help people.
Social PerceptivenessBeing aware of others' reactions and understanding why they react as they do.
Critical ThinkingUsing logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
CoordinationAdjusting actions in relation to others' actions.
MonitoringMonitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
WritingCommunicating effectively in writing as appropriate for the needs of the audience.
Judgment and Decision MakingConsidering the relative costs and benefits of potential actions to choose the most appropriate one.
PersuasionPersuading others to change their minds or behavior.

Oral ExpressionThe ability to communicate information and ideas in speaking so others will understand.
Oral ComprehensionThe ability to listen to and understand information and ideas presented through spoken words and sentences.
Written ComprehensionThe ability to read and understand information and ideas presented in writing.
Near VisionThe ability to see details at close range (within a few feet of the observer).
Speech ClarityThe ability to speak clearly so others can understand you.
Speech RecognitionThe ability to identify and understand the speech of another person.
Deductive ReasoningThe ability to apply general rules to specific problems to produce answers that make sense.
Problem SensitivityThe ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Information OrderingThe 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).
Inductive ReasoningThe ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Written ExpressionThe ability to communicate information and ideas in writing so others will understand.
Mathematical ReasoningThe ability to choose the right mathematical methods or formulas to solve a problem.

Desktop calculatore.g. 10-key calculators
Personal computerse.g. Personal computers
Mainframe console or dumb terminalse.g. Teller terminals

Customer and Personal ServiceKnowledge 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 MarketingKnowledge 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.
ClericalKnowledge 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 LanguageKnowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Computers and ElectronicsKnowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
MathematicsKnowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Economics and AccountingKnowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
Public Safety and SecurityKnowledge 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 TrainingKnowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

New Accounts Clerks Occupation Detailed Description

Tasks and Work Activities of New Accounts Clerks

Skills and Abilities for New Accounts Clerks