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New Accounts Clerks

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

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Other titles employers use

Banking Services Representative · Customer Service Specialist · Financial Service Representative · Financial Services Representative · Member Service Representative · New Accounts Clerk · New Accounts Representative · Personal Banker

Inside the work

What you would actually do.

6 responsibilities that define the role, before job titles and workplaces change the details.

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.

Who it suits

Would this work hold your attention?

This career often appeals to people drawn to organizing, persuading and helping work.

Organizing: Creating order, checking details, and keeping work accurate
Persuading: Leading, selling, starting projects, or making a case
Helping: Teaching, caring for, or working directly with people

Skills and strengths

What you would get good at.

Compare the skills the work relies on, the subjects behind it, and the abilities that make it easier to learn.

Core skills

Active Listening
Speaking
Reading Comprehension
Service Orientation
Social Perceptiveness
Critical Thinking

Subjects to know

Customer and Personal Service
Sales and Marketing
Administrative
English Language
Computers and Electronics

Useful strengths

Oral Comprehension
Oral Expression
Written Comprehension
Near Vision
Speech Recognition

Working day

Picture yourself doing it.

These measures show how much of the day involves people, movement, conversation, and hands-on work.

How this job scores on four measures of working conditions, out of five
Measure	Out of 5	What that means here
Close to other people	3.9	Shared rooms, but not shoulder to shoulder
On your feet	3.0	Mostly seated
Talking face to face	4.7	Continuous — the job is conversations
Working with your hands	3.3	Some of the day

Preparation

How people prepare for this work.

Employers usually ask for a high school diploma. Other routes may also lead into the field.

High school or less 45%
A certificate or some college 44%
A two-year degree 11%

Tools of the work

Technology you may use.

Spreadsheet software
Office suite software
Presentation software
Document management software
Word processing software
Data base user interface and query software
Enterprise resource planning ERP software
Electronic mail software

Opportunity near you

See where this work is growing.

Choose a state to compare the size of the field, annual openings, and expected hiring change.

Choose your state

Selected stateNew York

People doing this work: 5,800
Job openings each year: 10
Expected hiring change, 2022–2032: 2.5%

Compare every available state

State	People doing it	Job openings each year	Expected change
New York	5,800	10	2.5%
Texas	4,160	370	−3.9%
Missouri	2,070	170	−11.2%
Pennsylvania	1,760	140	−13.7%
Oklahoma	1,410	120	−11.9%
California	1,400	110	−17.6%
Oregon	1,380	110	−17.9%
Ohio	1,340	110	−10.7%
Minnesota	1,330	110	−16.4%
Florida	1,270	110	−9.3%
Iowa	1,240	100	−11.4%
Wisconsin	1,210	100	−12.9%
Illinois	1,130	90	−18.1%
Nebraska	900	80	−10.9%
North Carolina	820	70	−9.9%
Kansas	680	60	−16.0%
Kentucky	660	50	−12.0%
Indiana	600	50	−16.7%
New Hampshire	600	50	−9.1%
Tennessee	600	50	−15.5%
Nevada	590	50	−11.9%
Utah	500	40	−9.1%
Washington	470	50	4.4%
Arkansas	390	30	−11.4%
Virginia	370	30	−9.8%
Georgia	360	30	−5.3%
Montana	330	30	−8.3%
Wyoming	290	20	−3.3%
West Virginia	280	20	−12.5%
Louisiana	270	20	−20.6%
Maine	260	20	−13.3%
Maryland	250	20	−16.7%
South Carolina	230	20	4.5%
Mississippi	220	20	−8.3%
New Jersey	220	20	−12.0%
Colorado	200	20	−16.7%
North Dakota	200	20	−4.8%
New Mexico	180	20	−10.0%
Alabama	140	10	−12.5%
Arizona	120	10	—
Connecticut	90	10	−18.2%
Puerto Rico	80	10	−11.1%
Vermont	80	10	−20.0%
Alaska	50	10	—
Delaware	40	0	−20.0%
Virgin Islands	40	0	—
Idaho	20	0	—

Career to college

Build a path toward this work.

Start with a related major, then compare colleges where students complete that field.

CareerNew Accounts Clerks

Most direct field Finance

Where to study

Colleges with strong activity in these fields.

Start with program size, admission, and likely cost. Open a college for the full picture.

CUNY Bernard M Baruch College

Degrees each year: 891
Admit rate: 50%
Annual cost after aid: $6,000

Program entryApply after enrollment

Open college OH

Ohio State University-Main Campus

Degrees each year: 817
Admit rate: 51%
Annual cost after aid: $10,000

Program entryOpen major

Open college FL

Florida State University

Degrees each year: 703
Admit rate: 25%
Annual cost after aid: $10,000

Program entryApply after enrollment

Open college SC

University of South Carolina-Columbia

Degrees each year: 597
Admit rate: 61%
Annual cost after aid: $20,000

Program entryOpen major

Open college PA

Pennsylvania State University-Main Campus

Degrees each year: 577
Admit rate: 54%
Annual cost after aid: $26,000

Program entryDirect to major

Open college FL

Florida International University

Degrees each year: 573
Admit rate: 59%
Annual cost after aid: $11,000

Program entryOpen major

Open college AL

The University of Alabama

Degrees each year: 572
Admit rate: 76%
Annual cost after aid: $22,000

Program entryOpen major

Open college GA

University of Georgia

Degrees each year: 545
Admit rate: 37%
Annual cost after aid: $13,000

Program entryApply after enrollment

Open college

Compare every college offering finance and financial management services

Keep exploring

Careers with something in common.

Compare paths that use similar training and strengths.

Tellers Brokerage Clerks Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel Customer Service Representatives Securities, Commodities, and Financial Services Sales Agents Credit Authorizers, Checkers, and Clerks