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NEW ACCOUNTS CLERKS
 
Occupation Description:
 
  Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
 
Typical Tasks:
 
 
  • Process loan applications.
  • Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Obtain credit records from reporting agencies.
 
Skills:
 
 
  • 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..
  • Writing - Communicating effectively in writing as appropriate for the needs of the audience..
 
Knowledge:
 
 
  • Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction..
  • Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology..
  • Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems..
  • English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar..
  • Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data..
  • Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications..
  • Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming..
 
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Education & Training:
 
  Moderate-term on-the-job training (1 to 12 months)
 
      View Related Programs on Connecticut's Education & Training ConneCTion site
 
Wage Information:
 
 
Region Average Annual Average Hourly Entry Level (hourly) Mid-Range  (hourly)
Statewide $45,204.00 $21.73 $15.69 $18.00 - $24.29
Bridgeport/Stamford $53,475.00 $25.71 $18.88 $20.61 - $33.61
New Haven $44,489.00 $21.39 $18.89 $20.69 - $24.02
New London/Norwich $36,443.00 $17.52 $14.88 $15.61 - $19.29
      
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Occupation Outlook:
 
  Sorry, outlook information is not available for this occupation.
 
Similar Occupations:
 
 
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