New Accounts Clerks — Tasks

Task statements

• 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.
• Schedule repairs for locks on safe-deposit boxes.
• Perform foreign currency transactions and sell traveler's checks.
• Duplicate records for distribution to branch offices.