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.
Also called: Member Service Representative, New Accounts Representative, Personal Banker

Knowledge:

    Business
  • customer service
  • administrative services
    Arts and Humanities
  • English language
    Math and Science
  • arithmetic, algebra, geometry, calculus, or statistics
    Engineering and Technology
  • computers and electronics

Skills:

    Basic Skills
  • listening to others, not interrupting, and asking good questions
  • talking to others
    Social
  • looking for ways to help people
  • understanding people's reactions

Abilites:

    Verbal
  • listen and understand what people say
  • communicate by speaking
    Math
  • choose the right type of math to solve a problem
  • add, subtract, multiply, or divide
    Ideas and Logic
  • notice when problems happen
  • use rules to solve problems

Personality:

Description: 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
  • Self Control
  • Dependability
  • Concern for Others

Technology:

    Data base user interface and query software
  • Corporate Information Factory CIF
  • Data entry software
    Electronic mail software
  • Email software
  • IBM Lotus Notes
    Enterprise resource planning ERP software
  • DCI iCore
  • Microsoft Dynamics GP

Education:

    high school diploma/GED
    some college
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