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

Other names for New Accounts Clerks: Administrative Assistant, Bank Representative, Banking Services Clerk, Consumer Banker, Customer Service Officer, Customer Service Representative, Financial Services Counselor, Financial Services Representative, New Accounts Representative, Personal Banker, Personal Banking Assistant, Personal Banking Representative, Relationship Banker, Retail Banker, Retail Service Representative, Safe Deposit Box Rental Clerk, Universal Banker,

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

• Calculators or accessories
• Personal computers
• Mainframe console or dumb terminals
• Mainframe console or dumb terminals

Office suite software

Enterprise resource planning ERP software

Financial analysis software

Word processing software

Presentation software

Spreadsheet software

Customer relationship management CRM software

Data base user interface and query software

Internet browser software

Electronic mail software