New Accounts Clerks

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Code: 43-4141.00

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

JobTitles : Personal Banker, Customer Service Representative, Member Service Representative, New Accounts Representative, Financial Services Representative, Relationship Manager, Loan Processor, Retail Banker, Retail Service Representative, Administrative Assistant

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.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Perform teller duties as required.
  • 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.
  • 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.
  • Execute wire transfers of funds.
  • Perform foreign currency transactions and sell traveler's checks.