What does a New Accounts Clerk do?

Interview persons desiring to open accounts in financial institutions. Day to day that includes work like perform teller duties as required and Compile information about new accounts, enter account information into computers, and file related forms or other documents.

What skills should a New Accounts Clerk put on a resume?

O*NET rates Active Listening, Speaking, Reading Comprehension, Service Orientation, and Social Perceptiveness among the most important skills for this occupation. Name the ones that are genuinely yours and show where you used them. A resume that lists skills you do not have is weaker than one that lists fewer.

What software should a New Accounts Clerk list?

Software recorded for this occupation includes Accounting software, Corporate Information Factory CIF, DCI iCore, Email software, and Financial needs analysis software. Applicant tracking systems match on the exact product name, so write the tool as the posting writes it rather than describing it in general terms.

What other job titles cover New Accounts Clerk work?

O*NET records 18 titles for this occupation, including Financial Services Representative, Member Service Representative, New Accounts Representative, and Personal Banker. Searching only your own job title hides most of the openings you could apply to.

What qualifications does a New Accounts Clerk need?

In O*NET's survey of people doing this job, 46% reported their level of education as "High School Diploma, or the equivalent". That is what current postholders reported, not a requirement any single employer sets.

Will this resume pass an ATS for a New Accounts Clerk role?

No tool outside an employer can tell you how that employer's system is configured, including ours. What you can control is that the resume parses cleanly, names the work in the words the posting uses, and does not claim anything you cannot back up.

New Accounts Clerk resume example

A resume for a New Accounts Clerk needs to show the work itself: interview persons desiring to open accounts in financial institutions. Day to day that means work like this: perform teller duties as required; compile information about new accounts, enter account information into computers, and file related forms or other documents. Recruiters and applicant tracking systems both read for the tasks and tools this role actually involves, so the strongest resume names them in your own experience rather than describing the job in the abstract. Below are the tasks O*NET records for this occupation, the software and tools it uses, the titles it is advertised under, and the skills worth naming if they are genuinely yours.

Also advertised as

The same job is posted under many titles. Searching only your own job title hides most of the openings you could apply to.

Financial Services Representative
Member Service Representative
New Accounts Representative
Personal Banker
Banking Services Representative
Customer Service Specialist
Relationship Banker
Universal Banker
Admit Clerk
Bank Representative
Banking Services Clerk
Branch Service Specialist
Financial Services Officer
New Accounts Banking Representative
New Client Banking Services Clerk
Retail Banker
Retail Personal Banker
Safe Deposit Box Rental Clerk

What this work actually involves

Tasks recorded for this occupation, in O*NET's words. If your experience covers one of these, it belongs on your resume in your own words.

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.
Process loan applications.
Obtain credit records from reporting agencies.

15 tasks are recorded in total; these are the most central.

Example bullets for this role

Built from this occupation's own tasks. The brackets stay empty on purpose: we will not invent a number for you, and a fabricated metric is the fastest way to lose an interview you had already won.

Perform teller duties as required, for [who or what it served], at [what volume].
Compile information about new accounts, enter account information into computers, and file related forms or other documents, for [who or what it served], at [what volume].
Collect and record customer deposits and fees and issue receipts, using computers, for [who or what it served], at [what volume].
Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit, for [who or what it served], at [what volume].

Software used in this role

Recorded for this occupation by O*NET. An applicant tracking system matches the exact product name, so write the tool the way the posting writes it.

Accounting software
Corporate Information Factory CIF
DCI iCore
Email software
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 Excel
Microsoft Internet Explorer
Microsoft Office software
Microsoft PowerPoint

19 software entries are recorded in total.

Tools and equipment

The physical equipment this occupation is recorded as using. Worth naming when a posting asks for it by name.

10-key calculators
Personal computers
Teller terminals

Skills an ATS reads for

Worth naming only if they are genuinely yours. Keyword overlap is one input to a resume's score, not a verdict.

type documents

What this job rates as most important

O*NET rates every skill for importance to this occupation. These are the highest rated, in order.

01Active Listening
02Speaking
03Reading Comprehension
04Service Orientation
05Social Perceptiveness
06Coordination
07Critical Thinking
08Monitoring
09Judgment and Decision Making
10Persuasion

Knowledge areas

The subject knowledge this occupation draws on, rated by importance.

Customer and Personal Service
Sales and Marketing
Administrative
English Language
Computers and Electronics
Mathematics
Economics and Accounting
Public Safety and Security

What qualifications people in this job have

From O*NET's survey of people doing this work. This is what postholders reported, not a requirement any single employer sets.

46%High School Diploma, or the equivalent
28%Some College Courses
15%Post-Secondary Certificate, awarded for training completed after high school

What level this role is pitched at

O*NET places this occupation in “Medium Preparation Needed”. Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.

Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.

Common questions

What does a New Accounts Clerk do?: Interview persons desiring to open accounts in financial institutions. Day to day that includes work like perform teller duties as required and Compile information about new accounts, enter account information into computers, and file related forms or other documents.
What skills should a New Accounts Clerk put on a resume?: O*NET rates Active Listening, Speaking, Reading Comprehension, Service Orientation, and Social Perceptiveness among the most important skills for this occupation. Name the ones that are genuinely yours and show where you used them. A resume that lists skills you do not have is weaker than one that lists fewer.
What software should a New Accounts Clerk list?: Software recorded for this occupation includes Accounting software, Corporate Information Factory CIF, DCI iCore, Email software, and Financial needs analysis software. Applicant tracking systems match on the exact product name, so write the tool as the posting writes it rather than describing it in general terms.
What other job titles cover New Accounts Clerk work?: O*NET records 18 titles for this occupation, including Financial Services Representative, Member Service Representative, New Accounts Representative, and Personal Banker. Searching only your own job title hides most of the openings you could apply to.
What qualifications does a New Accounts Clerk need?: In O*NET's survey of people doing this job, 46% reported their level of education as "High School Diploma, or the equivalent". That is what current postholders reported, not a requirement any single employer sets.
Will this resume pass an ATS for a New Accounts Clerk role?: No tool outside an employer can tell you how that employer's system is configured, including ours. What you can control is that the resume parses cleanly, names the work in the words the posting uses, and does not claim anything you cannot back up.

Related roles

Occupations O*NET records as closest to this one, and worth looking at if this search is not moving.

What this page cannot tell you

No tool outside an employer can tell you how that employer’s ATS is configured, including ours.
This page makes no claim about pay, demand or how many people hold this job. O*NET does not publish that here and we will not estimate it.
Keyword overlap is one input to a resume’s score, not a verdict on you. A resume that names skills you do not have is worse than one that names fewer.

If this is the job you are aiming at, the guide to tailoring a resume covers how to aim one posting properly, and building and exporting a resume here is free.

Occupation data from the O*NET 29.1 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under CC BY 4.0. O*NET is a trademark of USDOL/ETA. SpartanResume is not endorsed by USDOL/ETA.