How do they match: New Accounts Clerks

  • Retail Personal Banker
  • Retail Banker
  • Retail Service Representative
  • Personal Banker

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

  • Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
  • Refer customers to appropriate bank personnel to meet their financial needs.

  • Obtain personal or financial information about customers or applicants.
  • Refer customers to appropriate personnel.