Office & Administrative Support
New Accounts Clerks
Also called: Banking Services Representative, Customer Service Specialist, Financial Service Representative, Financial Services Representative
US median pay
$47,670
per year, 2025
Job growth 2025–35
-6.5%
declining
Openings a year (US)
2,300
37,900 employed
Typical entry education
High school diploma or equivalent
Preparation 3/5 · Medium preparation
What this job is
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
What they do day to day
- 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.
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Execute wire transfers of funds.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
Skills and knowledge that matter most
Skills
- Service Orientation3.4/5
- Social Perceptiveness3.2/5
- Coordination3.1/5
- Persuasion3.0/5
- Judgment and Decision Making3.0/5
- Time Management2.9/5
- Complex Problem Solving2.8/5
- Systems Analysis2.4/5
Knowledge
- Customer and Personal Service4.8/5
- Sales and Marketing4.4/5
- Administrative4.1/5
- English Language4.0/5
- Computers and Electronics3.5/5
- Mathematics3.5/5
Importance rated by people working in the job (1 = not important, 5 = extremely important).
Education and preparation
Preparation level 3 of 5 — Medium preparation. Usually vocational training, an associate's degree or an apprenticeship.
Typical entry education (BLS): High school diploma or equivalent.
Highest education of people in this job:
- High school diploma46%
- Some college28%
- Post-secondary certificate15%
Who this job suits
Mostly Conventional
Organising data, details and procedures
Enterprising
Leading, persuading and starting things
Social
Helping, teaching and caring for people
Based on the Holland (RIASEC) interest profile for this occupation.