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How do they match:
New Accounts Clerks
2
Alternate Occupation Titles
Customer
Service Representative
Customer
Service Specialist
1
O*NET-SOC Description
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective
customers
and
assist
them in preparing applications.
7
Tasks
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.
6
Detailed Work Activities
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.
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Abilities
Interests
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Skills (Basic)
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Work Context
Work Styles
Work Values
Crosswalks
Military
Education
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DOT
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ESCO
Sites
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Resource Center
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U.S. Department of Labor
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Creative Commons CC-BY
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How do they match: 43-4141.00 - New Accounts Clerks
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
Creative Commons Attribution 4.0 International License
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