How do they match: New Accounts Clerks

  • Relationship Banker
  • Relationship Manager
  • Member Relationship Advisor

  • Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.

  • 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.
  • Process loan applications.