New Accounts Clerks Go Back to List Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.

Technology used in this occupation:
	Accounting software

Tasks
	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.
	Collect and record customer deposits and fees and issue receipts, using computers.
	Investigate and correct errors upon customers' request, according to customer and bank records.
	Perform teller duties as required.
	Execute wire transfers of funds.

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.
	Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
	Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
	Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
	Writing - Communicating effectively in writing as appropriate for the needs of the audience.
	Mathematics - Using mathematics to solve problems.
	Coordination - Adjusting actions in relation to others' actions.

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.
	Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
	Education and Training - Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
	Personnel and Human Resources - Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.

Search for Jobs on Connecticut's Labor Exchange (CTJOBcentral)
	(Please note that some searches may not produce any results.)

Education & Training   Education:   These occupations usually require a high school diploma.   Related Experience:   Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.

View Related Programs on Connecticut's Education & Training ConneCTion site.

Browse Through a List of Businesses That Employ People With Your Same Skills
	Potential Employer Search

Wage Information
	Region Average Entry Level  Mid-Range  Annual  Hourly  Statewide $54,023.00 $25.97  $22.40  $24.52 - $27.90  Hartford $52,507.00 $25.24  $20.57  $19.69 - $27.90

Occupation Outlook ( 2016 - 2026 ) Average Annual Job Openings:   7   Employment in this occupation is expected to grow more slowly than average, and the number of annual openings will offer limited job opportunities.

Related Occupations
	Loan Officers
	Tax Examiners and Collectors, and Revenue Agents
	Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
	Insurance Policy Processing Clerks
	Hotel, Motel, and Resort Desk Clerks
	Interviewers, Except Eligibility and Loan
	Reservation and Transportation Ticket Agents and Travel Clerks
	Bill and Account Collectors
	Tellers
	Customer Service Representatives

	Some of the occupational information on this page is formulated from O*NETTM v17.0 data. O*NETTM is a trademark of the U.S. Department of Labor, Employment and Training Administration.