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43-4141.00Market Standard — pending BLS/OEWS enrichment

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.

Primary Directive

Assist customers in opening and managing new accounts.

Execution Steps
  1. 1

    Perform teller duties

    Carry out necessary teller functions as required by customer transactions.

  2. 2

    Compile account information

    Gather and enter new account details into the computer system.

  3. 3

    Inform customers about services

    Explain procedures for services like ATM cards and direct deposits to customers.

  4. 4

    Interview customers

    Collect necessary information from customers to open accounts or rent safe-deposit boxes.

  5. 5

    Refer customers to specialists

    Direct customers to appropriate bank personnel for specific financial needs.

Toolbox Requirements
Microsoft ExcelMicrosoft Office softwareMicrosoft PowerPointMicrosoft SharePointMicrosoft Word

Free — no credit card required. 200 messages included.