Occupation information for New Accounts Clerks District Of Columbia

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Typical education needed for entry: High school diploma or equivalent

Typical work experience needed for a job in this occupation: No work experience

Typical on-the-job training once you have a job in this occupation: 1 to 12 months on-the-job training

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

Tools:

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

Technology:

• Data base user interface and query software
• Electronic mail software
• Enterprise resource planning ERP software
• Financial analysis software
• Internet browser software

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