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How do they match:
New Accounts Clerks
11
Alternate Occupation Titles
Customer
Service
Representative
Customer
Service
Specialist
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
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.
7
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.
Sell products or
services.
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Related Activities
Soft Skills
Technology Skills
O*NET Data
Abilities
Interests
Knowledge
Skills (Basic)
Skills (Cross-Functional)
Work Activities
Work Context
Work Styles
Work Values
Crosswalks
Military
Education
Occupation Handbook
SOC
DOT
RAPIDS
ESCO
Sites
My Next Move
Mi Próximo Paso
My Next Move for Veterans
Resource Center
O*NET Web Services
Code Connector
Partner sites
Data Collection Program
U.S. Department of Labor
Related Sites
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Creative Commons CC-BY
License
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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Site updated November 19, 2024
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