How do they match: New Accounts Clerks

  • New Accounts Clerks

  • Financial Service Representative
  • Financial Services Officer
  • Financial Services Representative
  • New Accounts Banking Representative
  • New Accounts Clerk
  • New Accounts Representative
  • Relationship Manager

  • 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.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Refer customers to appropriate bank personnel to meet their financial needs.

  • Execute sales or other financial transactions.
  • Obtain personal or financial information about customers or applicants.