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New Accounts Clerk

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High school (GED) +

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What They Do

New Accounts Clerks Career Video

About This Career

Interviews persons desiring to open accounts in financial institutions. Explains account services available to prospective customers and assists them in preparing applications.

This career is part of the Business Management and Administration cluster Administrative Services pathway.

A person in this career:

  • Performs teller duties as required.
  • Compiles information about new accounts, enters account information into computers, and files related forms or other documents.
  • Collects and records customer deposits and fees and issues receipts, using computers.
  • Informs customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Answers customers' questions and explains available services, such as deposit accounts, bonds, and securities.
  • Interviews customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Refers customers to appropriate bank personnel to meet their financial needs.
  • Investigates and corrects errors upon customers' request, according to customer and bank records.
  • Executes wire transfers of funds.
  • Issues initial and replacement safe-deposit keys to customers, and admits customers to vaults.

Working Conditions and Physical Demands

People who do this job report that:

  • You would often handle loads up to 10 lbs., sometimes up to 20 lbs. You might do a lot of walking or standing, or you might sit but use your arms and legs to control machines, equipment or tools.
  • Work in this occupation requires being inside most of the time

Working in this career involves (physical activities):

  • Seeing clearly up close
  • Speaking clearly enough to be able to be understood by others
  • Identifying and understanding the speech of another person

Work Hours and Travel

  • Regular working hours and limited travel

Specialty and Similar Careers

Careers that are more detailed or close to this career:

  • Financial Services Representative
  • Member Service Representative
  • New Accounts Representative
  • Personal Banker
  • Banking Services Representative
  • Universal Banker
  • Relationship Banker
  • Financial Service Representative
  • Customer Service Specialist


  • Email Support

  • 1-800-GO-TO-XAP (1-800-468-6927)
    From outside the U.S., please call +1 (424) 750-3900


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OCAP believes that financial literacy and understanding the financial aid process are critical aspects of college planning and student success. OCAP staff who work with students, parents, educators and community partners in the areas of personal finance education, state and federal financial aid, and student loan management do not provide financial, investment, legal, and/or tax advice. This website and all information provided is for general educational purposes only, and is not intended to be construed as financial, investment, legal, and/or tax advice.