New Accounts Clerks

Also Called:

Financial Services Representative,

Member Service Representative,

New Accounts Representative,

Personal Banker

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

What do they typically do on the job?

  • Perform teller duties as required.
  • 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.

Personality

People interested in this work like activities that include data, detail, and regular routines.

Interests

Career interests describe the perspectives and interests of people who enjoy the type of work involved in this career.

Discover what your interests are by taking the Interest Profiler Quiz

Abilities

Whether you have received formal training or not, these types of abilities are helpful in this career.

Verbal

  • Communicate by speaking

  • Listen and understand what people say

Math

  • Choose the right type of math to solve a problem

Skills

People who want to pursue this career have skills in these areas.

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

Does this sound like something you'd like to do?

1. Do some research

  • Identify how your interests, values, and strengths match this occupation
  • Talk to someone who works in this field or spend a day job shadowing
  • Use the colleges and training directory to explore programs related to this career

2. Plan your next move

  • Talk to your college and career counselor or school admissions staff
  • Visit Idaho Launch
  • Search for available New Accounts Clerks jobs on Idaho Works

Data for NSI career cards comes from the following: Idaho Department of Labor, US Bureau of Labor Statistics, O*NET, MyNextMove, and Career OneStop