How do they match: New Accounts Clerks

  • Customer Service Representative
  • Customer Service Specialist
  • Personal Banker
  • Banking Services Clerk
  • Banking Services Representative
  • Branch Service Specialist
  • Financial Service Representative
  • Financial Services Officer
  • Financial Services Representative
  • Member Service Representative
  • New Client Banking Services Clerk
  • Retail Service Representative
  • Retail 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.
  • 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.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Investigate and correct errors upon customers' request, according to customer and bank records.
  • Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
  • Refer customers to appropriate bank personnel to meet their financial needs.

  • Discuss goods or services information with customers or patrons.
  • Distribute materials to employees or customers.
  • Interview employees, customers, or others to collect information.
  • Obtain personal or financial information about customers or applicants.
  • Refer customers to appropriate personnel.
  • Respond to customer problems or complaints.
  • Sell products or services.