New Accounts Clerks


Also called : Banking Services Representative, Customer Service Specialist, Financial Service Representative, Financial Services Representative, Member Service Representative, New Accounts Clerk, New Accounts Repr

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.

On the job, one would


  • 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.

  • Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.

  • Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.

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.

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.

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.

PERSONALITY

People interested in this work, will do well at jobs that need;

  • Integrity
    Job requires being honest and ethical.

  • Attention to Detail
    Job requires being careful about detail and thorough in completing work tasks.

  • Cooperation
    Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

  • Dependability
    Job requires being reliable, responsible, and dependable, and fulfilling obligations.

  • Adaptability/Flexibility
    Job requires being open to change (positive or negative) and to considerable variety in the workplace.

  • Initiative
    Job requires a willingness to take on responsibilities and challenges.

  • Achievement/Effort
    Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

  • Self-Control
    Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.

  • Stress Tolerance
    Job requires accepting criticism and dealing calmly and effectively with high-stress situations.

  • Concern for Others
    Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.

TECHNOLOGY

  • Accounting software

  • Cloud-based data access and sharing software

  • Customer relationship management CRM software

  • Data base user interface and query software

  • Electronic mail software

  • Enterprise resource planning ERP software

  • Financial analysis software

  • Internet browser software

  • Office suite software

  • Presentation software

  • Spreadsheet software

EDUCATION AND TRAINING

  • Preparation

    Medium Preparation Needed

  • Education

    Training in vocational schools or an Associate deg

  • Experience

    Previous work-related skill, knowledge, or experience is required for these occupations.

  • Jobtraining

    Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers.

Version 3.1.0 Page loaded in 0.131982 secs