How do they match: New Accounts Clerks

  • Relationship Banker
  • Relationship Manager
  • Banking Services Clerk
  • Banking Services Representative
  • Branch Service Specialist
  • Customer Service Representative
  • Customer Service Specialist
  • Financial Service Representative
  • Financial Services Officer
  • Financial Services Representative
  • Member Service Representative
  • Member Relationship Advisor
  • New Client Banking Services Clerk
  • Retail Service Representative

  • 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.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.

  • Compile data or documentation.
  • Discuss goods or services information with customers or patrons.
  • Enter information into databases or software programs.
  • Sell products or services.