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

Conventional - Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

1. Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.

2. Compile information about new accounts, enter account information into computers, and file related forms or other documents.

3. Refer customers to appropriate bank personnel to meet their financial needs.

4. Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.

5. Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.

6. Obtain credit records from reporting agencies.

7. Collect and record customer deposits and fees, and issue receipts using computers.

8. Investigate and correct errors upon customers' request, according to customer and bank records.

9. Perform teller duties as required.

10. Execute wire transfers of funds.

11. Duplicate records for distribution to branch offices.

Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Speaking - Talking to others to convey information effectively.

Reading Comprehension - Understanding written sentences and paragraphs in work related documents.

Mathematics - Using mathematics to solve problems.

Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Service Orientation - Actively looking for ways to help people.

Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.

Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Job Zone Two: Some Preparation Needed

Education: These occupations usually require a high school diploma and may require some vocational training or job-related course work. In some cases, an associate's or bachelor's degree could be needed.

Training: Employees in these occupations need anywhere from a few months to one year of working with experienced employees.

The college search results are undergraduate programs associated with New Accounts Clerks. Further education may also be required to pursue this career.

The training search results include both short and long-term programs associated with New Accounts Clerks, and may be more appropriate for adult and non-traditional students. Further training may also be required to pursue this career.

In NY the average wage for this occupation was:

$25,600 (per year) for entry level workers, and $37,000 (per year) for experienced workers.

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Based on the total number of annual openings and its growth rate, the employment prospects for this occupation are described as Least Favorable.

During 2006, there were approximately 7,470 New Accounts Clerks employed in NY.

We estimate that in 2016 there will be 6,640  employed in NY. This represents a decrease of 0 job(s) each year, and a total of 220 job openings each year.

Information and record clerks (Intro) - Visit this link for additional information on this career from the Occupational Outlook Handbook; a publication produced and maintained by the United States Department of Labor.

Tax Preparers - Prepare tax returns for individuals or small businesses but do not have the background or responsibilities of an accredited or certified public accountant.

Counter and Rental Clerks - Receive orders for repairs, rentals, and services. May describe available options, compute cost, and accept payment.

Statement Clerks - Prepare and distribute bank statements to customers, answer inquiries, and reconcile discrepancies in records and accounts.

Municipal Clerks - Draft agendas and bylaws for town or city council; record minutes of council meetings; answer official correspondence; keep fiscal records and accounts; and prepare reports on civic needs.

Credit Authorizers - Authorize credit charges against customers' accounts.

Loan Interviewers and Clerks - Interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.

Order Clerks - Receive and process incoming orders for materials, merchandise, classified ads, or services such as repairs, installations, or rental of facilities. Duties include informing customers of receipt, prices, shipping dates, and delays; preparing contracts; and handling complaints.

Receptionists and Information Clerks - Answer inquiries and obtain information for general public, customers, visitors, and other interested parties. Provide information regarding activities conducted at establishment; location of departments, offices, and employees within organization.

Insurance Claims Clerks - Obtain information from insured or designated persons for purpose of settling claim with insurance carrier.

Insurance Policy Processing Clerks - Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to conform to insured party's specifications, compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies, canceling insurance policies as requested by agents, and verifying the accuracy of insurance company records.