New Accounts Clerks

Interview persons desiring to open bank accounts. Explain banking services available to prospective customers and assist them in preparing application form.

Job Task

• Perform teller duties as required.
• Schedule repairs for locks on safe-deposit boxes.
• Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
• Collect and record customer deposits and fees, and issue receipts using computers.
• 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.
• Interview customers in order to obtain information needed for opening accounts or renting safe-deposit boxes.
• Refer customers to appropriate bank personnel in order to meet their financial needs.
• Duplicate records for distribution to branch offices.
• Execute wire transfers of funds.
• Investigate and correct errors upon customers' request, according to customer and bank records.
• Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
• Obtain credit records from reporting agencies.
• Perform foreign currency transactions and sell traveler's checks.

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