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New Accounts Clerks

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

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    Work Activities

    Work Activities

    • Process loan applications.
    • 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.
    • Obtain credit records from reporting agencies.
    • 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.
    • Investigate and correct errors upon customers' request, according to customer and bank records.
    • Execute wire transfers of funds.
    • Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
    • Schedule repairs for locks on safe-deposit boxes.
    • Perform foreign currency transactions and sell traveler's checks.
    • Duplicate records for distribution to branch offices.

    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.

    WorkKeys®

    Applied Math
    4
    Workplace Documents
    4
    Graphic Literacy
    4

    Abilities

    • Oral Comprehension

      The ability to listen to and understand information and ideas presented through spoken words and sentences.

    • Oral Expression

      The ability to communicate information and ideas in speaking so others will understand.

    • Near Vision

      The ability to see details at close range (within a few feet of the observer).

    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.

    Career Video

    Video not available
    Additional videos and more information available on CareerOneStop

    Pay

    • Ohio Annual Salary 35700/yr
    • Typical Salary
    • Ohio Hourly Wage 17.16/hr
    • Typical Hourly Wage

    Ohio Employment Trends

    • Currently Employed 1,530
    • Yearly Projected Openings 160

    Typical Education

    Personality

    Conventional: People interested in this work like activities that include data, detail, and regular routines.They do well at jobs that need:
    • Integrity
    • Attention to Detail
    • Cooperation
    • Dependability
    • Adaptability/Flexibility
    • Initiative

    Tools

    • Personal computers
    • Mainframe console or dumb terminals
    • Desktop calculator

    Technology

    • Internet browser software
    • Financial analysis software
    • Enterprise resource planning ERP software
    • Electronic mail software
    • Data base user interface and query software

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    Workforce Supply Tool

    Workforce Supply Tool

    The Workforce Supply Tool provides statistics for the occupations in highest demand throughout Ohio.

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