New Accounts Clerk Job Description
- Greet and assist customers to ascertain their needs.
- Interview customers who would like to start checking or savings accounts.
- Print and distribute application forms, ensuring applicants fill out all fields properly.
- Proofread forms and go over with applicant.
- Enter data into computer systems.
- Hand out literature regarding company policies on all accounts.
- Ensure customers walk away educated about account benefits.
- Up-sell products that go along with accounts.
- Prepare forms for signature cards, cashier checks, drafts and money orders.
- Answer telephone and address inquiries.
- Close accounts as needed.
- Obtain credit reports.
- Discuss how to apply for ATM cards, direct deposit of checks, and certificates of deposit.
- Record customer deposits and fees.
- Initiate wire transfers.
- Handle disputes about account fees.
- Take off fees if necessary.
- Perform foreign currency transactions and sell traveler's checks in preparation for travel.
- Perform teller duties.
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