How do they match: New Accounts Clerks

  • Financial Service Representative
  • Financial Services Officer
  • Financial Services 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.

  • 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.