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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:
 
 
  • Perform teller duties as required.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • 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.
  • Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Refer customers to appropriate bank personnel to meet their financial needs.
 
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..
  • 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..
  • 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..
  • English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar..
  • Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming..
  • Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications..
  • Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data..
 
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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 $50,243.00 $24.15 $19.27 $19.33 - $31.60
Hartford $52,732.00 $25.35 $19.32 $19.33 - $31.60
      
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Occupation Outlook:
 
 
Region Employment Average Annual Growth Rate Average Annual Job Openings
2020 2030
State of Connecticut 310 250 -0.2% 21
 
Key:
  N/A = Not Applicable, ***** = Over $60.00 per hour, ##### = Over $124,821
 
Similar Occupations:
 
 
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