New Accounts Clerks

• Summary

• Details

Work Activities

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

Skills

• Active Listening
  • Listening to others, not interrupting, and asking good questions.
• Active Learning
  • Figuring out how to use new ideas or things.
• Quality Control Analysis
  • Testing how well a product or service works.
• Instructing
  • Teaching people how to do something.
• Persuasion
  • Talking people into changing their minds or their behavior.
• Learning Strategies
  • Using the best training or teaching strategies for learning new things.
• Social Perceptiveness
  • Understanding people's reactions.
• Troubleshooting
  • Figuring out what is causing equipment, machines, wiring, or computer programs to not work.
• Time Management
  • Managing your time and the time of other people.
• Monitoring
  • Keeping track of how well people and/or groups are doing in order to make improvements.
• Critical Thinking
  • Thinking about the pros and cons of different ways to solve a problem.
• Programming
  • Writing computer programs.
• Equipment Selection
  • Deciding what kind of tools and equipment are needed to do a job.
• Management of Personnel Resources
  • Selecting and managing the best workers for a job.
• Speaking
  • Talking to others.
• Operation and Control
  • Using equipment or systems.
• Systems Evaluation
  • Measuring how well a system is working and how to improve it.
• Complex Problem Solving
  • Noticing a problem and figuring out the best way to solve it.
• Equipment Maintenance
  • Planning and doing the basic maintenance on equipment.
• Operations Analysis
  • Figuring out what a product or service needs to be able to do.
• Management of Financial Resources
  • Making spending decisions and keeping track of what is spent.
• Management of Material Resources
  • Managing equipment and materials.
• Negotiation
  • Bringing people together to solve differences.
• Systems Analysis
  • Figuring out how a system should work and how changes in the future will affect it.
• Service Orientation
  • Looking for ways to help people.
• Science
  • Using scientific rules and strategies to solve problems.
• Coordination
  • Changing what is done based on other people's actions.
• Reading Comprehension
  • Reading work-related information.
• Writing
  • Writing things for co-workers or customers.
• Operations Monitoring
  • Watching gauges, dials, or display screens to make sure a machine is working.
• Installation
  • Installing equipment, machines, wiring, or computer programs.
• Judgment and Decision Making
  • Thinking about the pros and cons of different options and picking the best one.
• Mathematics
  • Using math to solve problems.
• Technology Design
  • Making equipment and technology useful for customers.
• Repairing
  • Repairing machines or systems using the right tools.

Abilities

• Visual Color Discrimination
  • Noticing the difference between colors, including shades and brightness.
• Sound Localization
  • Noticing the direction that a sound came from.
• Peripheral Vision
  • Seeing something to your side when your are looking ahead.
• Speech Clarity
  • Speaking clearly.
• Auditory Attention
  • Paying attention to one sound while there are other distracting sounds.
• Time Sharing
  • Doing two or more things at the same time.
• Deductive Reasoning
  • Using rules to solve problems.
• Written Comprehension
  • Reading and understanding what is written.
• Oral Expression
  • Communicating by speaking.
• Written Expression
  • Communicating by writing.
• Speed of Closure
  • Quickly knowing what you are looking at.
• Inductive Reasoning
  • Making general rules or coming up with answers from lots of detailed information.
• Spatial Orientation
  • Knowing where things are around you.
• Information Ordering
  • Ordering or arranging things.
• Speed of Limb Movement
  • Quickly moving your arms and legs.
• Extent Flexibility
  • Bending, stretching, twisting, or reaching with your body, arms, and/or legs.
• Static Strength
  • Lifting, pushing, pulling, or carrying.
• Response Orientation
  • Quickly deciding if you should move your hand, foot, or other body part.
• Finger Dexterity
  • Putting together small parts with your fingers.
• Visualization
  • Imagining how something will look after it is moved around or changed.
• Arm-Hand Steadiness
  • Keeping your arm or hand steady.
• Problem Sensitivity
  • Noticing when problems happen.
• Flexibility of Closure
  • Seeing hidden patterns.
• Perceptual Speed
  • Quickly comparing groups of letters, numbers, pictures, or other things.
• Mathematical Reasoning
  • Choosing the right type of math to solve a problem.
• Trunk Strength
  • Using your lower back and stomach.
• Glare Sensitivity
  • Seeing something even if there is a glare or very bright light.
• Night Vision
  • Seeing at night or under low light.
• Near Vision
  • Seeing details up close.
• Far Vision
  • Seeing details that are far away.
• Fluency of Ideas
  • Coming up with lots of ideas.
• Originality
  • Creating new and original ideas.
• Oral Comprehension
  • Listening and understanding what people say.
• Stamina
  • Exercising for a long time without getting out of breath.
• Dynamic Flexibility
  • Quickly and repeatedly bending, stretching, twisting, or reaching out with your body, arms, and/or legs.
• Explosive Strength
  • Jumping, sprinting, or throwing something.
• Speech Recognition
  • Recognizing spoken words.
• Depth Perception
  • Deciding which thing is closer or farther away from you, or deciding how far away it is from you.
• Memorization
  • Remembering words, numbers, pictures, or steps.
• Category Flexibility
  • Grouping things in different ways.
• Dynamic Strength
  • Exercising for a long time without your muscles getting tired.
• Gross Body Equilibrium
  • Keeping your balance or staying upright.
• Hearing Sensitivity
  • Telling the difference between sounds.
• Manual Dexterity
  • Holding or moving items with your hands.
• Selective Attention
  • Paying attention to something without being distracted.
• Wrist-Finger Speed
  • Making fast, simple, repeated movements of your fingers, hands, and wrists.
• Number Facility
  • Adding, subtracting, multiplying, or dividing.
• Control Precision
  • Quickly changing the controls of a machine, car, truck or boat.
• Rate Control
  • Changing when and how fast you move based on how something else is moving.
• Reaction Time
  • Quickly moving your hand, finger, or foot based on a sound, light, picture or other command.
• Gross Body Coordination
  • Moving your arms, legs, and mid-section together while your whole body is moving.
• Multilimb Coordination
  • Using your arms and/or legs together while sitting, standing, or lying down.

Knowledge

• 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.
• Education and Training
  • Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
• Communications and Media
  • Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
• Sociology and Anthropology
  • Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.
• Mechanical
  • Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
• Public Safety and Security
  • Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
• Psychology
  • Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
• Therapy and Counseling
  • Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.
• Fine Arts
  • Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.
• Administrative
  • Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
• 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.
• Medicine and Dentistry
  • Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.
• Geography
  • Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.
• Telecommunications
  • Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.
• Design
  • Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
• Computers and Electronics
  • Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
• Chemistry
  • Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
• Law and Government
  • Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
• History and Archeology
  • Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
• 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.
• Building and Construction
  • Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.
• Food Production
  • Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.
• Physics
  • Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.
• Personnel and Human Resources
  • Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
• Production and Processing
  • Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
• Engineering and Technology
  • Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.
• Biology
  • Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
• English Language
  • Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
• Foreign Language
  • Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.
• Transportation
  • Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
• Philosophy and Theology
  • Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.
• Economics and Accounting
  • Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

Education

Education

High school diploma or equivalent

Work Experience

No work experience

Training

1 to 12 months on-the-job training

Education and Training Opportunities

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Education and Training Opportunities

• Skagit Valley College
  2405 E. College Way, Mount Vernon WA 98273
  School Type

  Public, 4-year or above

  Admissions
  School Size

  1,000 - 4,999

  Financial Aid 360-416-7600
  Other Degrees Offered

  Undergraduate degree or certificate offering,No graduate offering
  Website

  http://www.skagit.edu/
  Program Name
  Banking and Financial Support Services
  Length
  2 years
  Award Level
  Associate's degree
  Save

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• Whatcom Community College
  237 W Kellogg Rd, Bellingham WA 98226
  School Type

  Public, 4-year or above

  Admissions
  School Size

  1,000 - 4,999

  Financial Aid 360-383-3000
  Other Degrees Offered

  Undergraduate degree or certificate offering,No graduate offering
  Website

  http://whatcom.edu/
  Program Name
  Banking and Financial Support Services
  Length
  Certificates of at least 12 weeks but less than 1 year
  Award Level
  Certificates of at least 12 weeks but less than 1 year, Associate's degree
  Save

  ---

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Pay

Washington Annual Salary

49000/yr

Washington Hourly Wage

23.56/hr

Washington Employment Trends

Currently Employed

470

Yearly Projected Openings

50

Personality

Conventional: 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
• Dependability
• Adaptability/Flexibility
• Initiative

Tools

• Desktop calculator
• Mainframe console or dumb terminals
• Personal computers

Technology

• Accounting software
• Customer relationship management CRM software
• Data base user interface and query software
• Document management software
• Electronic mail software
• Enterprise resource planning ERP software
• Financial analysis software
• Internet browser software
• Office suite software
• Presentation software
• Spreadsheet software
• Word processing software