New Accounts Clerks

Course Advisor; United States; On-site; USD 30,000 - 50,000; Full time

Job summary

Course Advisor is looking for a New Accounts Clerk to interview individuals desiring to open accounts, explain available account services, and assist with applications. The ideal candidate will possess strong communication skills, exceptional understanding of financial services, and proficiency with various software tools. Responsibilities include compiling account information, answering customer queries, and ensuring customer satisfaction. This is an essential role for maintaining service standards in a financial institution.

Qualifications

• Understanding account services and assisting customers in applications.
• Ability to explain complex financial services clearly.
• Proficient in data entry and using related software.

Responsibilities

• Interview prospective customers wanting to open accounts.
• Compile and enter information about new accounts.
• Refer customers to appropriate bank personnel.

Skills

Active Listening

Speaking

Reading Comprehension

Service Orientation

Critical Thinking

Social Perceptiveness

Tools

Microsoft Excel

Microsoft Word

Microsoft Office

Microsoft PowerPoint

Email software

Accounting software

Job description

What Do New Accounts Clerk Do?

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

List of New Accounts Clerk Job Duties

• Duplicate records for distribution to branch offices.
• Answer customers’ questions and explain available services, such as deposit accounts, bonds, and securities.
• Obtain credit records from reporting agencies.
• Perform teller duties as required.
• Refer customers to appropriate bank personnel to meet their financial needs.
• Compile information about new accounts, enter account information into computers, and file related forms or other documents.

New Accounts Clerk Skills

These are the skills New Accounts Clerks say are the most useful in their careers:

• Active Listening: Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Speaking: Talking to others to convey information effectively.
• Reading Comprehension: Understanding written sentences and paragraphs in work related documents.
• Service Orientation: Actively looking for ways to help people.
• Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Social Perceptiveness: Being aware of others’ reactions and understanding why they react as they do.

Related Job Titles for this Occupation

• Customer Service Specialist
• Retail Banker
• Personal Banker
• Bank Representative
• Admit Clerk

What Tools do New Accounts Clerks Use?

Below is a list of the types of tools and technologies that New Accounts Clerks may use on a daily basis:

• Microsoft Excel
• Microsoft Word
• Microsoft Office
• Microsoft PowerPoint
• Web browser software
• Data entry software
• Email software
• Word processing software
• Microsoft SharePoint
• Microsoft Internet Explorer
• Microsoft Dynamics GP
• IBM Lotus Notes
• Accounting software
• Financial needs analysis software