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.
Also called: Banking Services Representative · Customer Service Specialist · Financial Service Representative · Financial Services Representative · Member Service Representative · New Accounts Clerk
Median pay (national)
$46,610
$36,980–$60,110 (10th–90th)
Employed (US)
38,030
BLS OEWS, May 2024
Outlook 2024–34
-13.2%
~2,300 openings/yr
Typical entry
High school diploma or equivalent
What the numbers say
Refit analysis ·Pay for new accounts clerks shows a relatively narrow range: the top 10% earn $60,110 versus $36,980 at the bottom 10% — 1.6x. The median of $46,610 leaves roughly 29% of headroom to the 90th percentile, which is where seniority, specialization, and the skills below tend to pay off.
Refit analysis ·Employment is projected to change -13.2% from 2024 to 2034 — a projected decline, against +3% across all occupations. Even so, BLS projects about 2,300 openings a year, mostly to replace workers who retire or change careers.
Refit analysis ·Where you work moves the number a lot. Across the 46 states with released data, North Dakota pays the most for this role (median $56,510, +21% vs the national median), while Puerto Rico sits lowest at $28,940 — a 95% spread for the same job title.
Refit analysis ·O*NET rates Active Listening, Speaking, Reading Comprehension as the highest-importance skills here — so a resume aimed at this role should lead with evidence of those, not a generic skills list. On the tools side, O*NET flags Microsoft Excel, Microsoft Office software as in-demand technologies for this role.
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Top skills employers ask for
Ranked by O*NET importance for this occupation.
- Active Listening
- Speaking
- Reading Comprehension
- Critical Thinking
- Monitoring
- Writing
- Mathematics
- Active Learning
- Learning Strategies
- Science
What they actually do
Core O*NET tasks for this role.
- 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.
Tools & technology
- Microsoft Excel
- Microsoft Office software
- Corporate Information Factory CIF
- DCI iCore
- Financial needs analysis software
- Fiserv financial services software
- Harland Financial Solutions DepositPro
- IBM Lotus Notes
- IPS-Sendero Relationship Profitability Manager Catalyst
- Microsoft Dynamics GP
- Microsoft Internet Explorer
- Systems Union Group MIS DecisionWare
- Web browser software
- Email software
- Microsoft PowerPoint
- Microsoft SharePoint
Knowledge areas
- Customer and Personal Service
- Sales and Marketing
- Administrative
- English Language
- Computers and Electronics
- Mathematics
- Economics and Accounting
- Public Safety and Security