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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.

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    Work Activities

    Work Activities

    • 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.
    • 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.
    • Process loan applications.
    • Obtain credit records from reporting agencies.
    • Perform foreign currency transactions and sell traveler's checks.
    • Duplicate records for distribution to branch offices.
    • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
    • Schedule repairs for locks on safe-deposit boxes.
    • Perform foreign currency transactions and sell traveler's checks.
    • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
    • 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.
    • 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.

    Skills

    • Operation and Control

      Using equipment or systems.

    • Repairing

      Repairing machines or systems using the right tools.

    • Speaking

      Talking to others.

    • Critical Thinking

      Thinking about the pros and cons of different ways to solve a problem.

    • Social Perceptiveness

      Understanding people's reactions.

    • Equipment Selection

      Deciding what kind of tools and equipment are needed to do a job.

    • Operations Analysis

      Figuring out what a product or service needs to be able to do.

    • Installation

      Installing equipment, machines, wiring, or computer programs.

    • Systems Analysis

      Figuring out how a system should work and how changes in the future will affect it.

    • Time Management

      Managing your time and the time of other people.

    • Monitoring

      Keeping track of how well people and/or groups are doing in order to make improvements.

    • Judgment and Decision Making

      Thinking about the pros and cons of different options and picking the best one.

    • Systems Evaluation

      Measuring how well a system is working and how to improve it.

    • Management of Financial Resources

      Making spending decisions and keeping track of what is spent.

    • Technology Design

      Making equipment and technology useful for customers.

    • Troubleshooting

      Figuring out what is causing equipment, machines, wiring, or computer programs to not work.

    • Quality Control Analysis

      Testing how well a product or service works.

    • Active Listening

      Listening to others, not interrupting, and asking good questions.

    • Mathematics

      Using math to solve problems.

    • Learning Strategies

      Using the best training or teaching strategies for learning new things.

    • Negotiation

      Bringing people together to solve differences.

    • Complex Problem Solving

      Noticing a problem and figuring out the best way to solve it.

    • Coordination

      Changing what is done based on other people's actions.

    • Instructing

      Teaching people how to do something.

    • Programming

      Writing computer programs.

    • Operations Monitoring

      Watching gauges, dials, or display screens to make sure a machine is working.

    • Equipment Maintenance

      Planning and doing the basic maintenance on equipment.

    • Service Orientation

      Looking for ways to help people.

    • Reading Comprehension

      Reading work-related information.

    • Writing

      Writing things for co-workers or customers.

    • Science

      Using scientific rules and strategies to solve problems.

    • Active Learning

      Figuring out how to use new ideas or things.

    • Persuasion

      Talking people into changing their minds or their behavior.

    • Management of Material Resources

      Managing equipment and materials.

    • Management of Personnel Resources

      Selecting and managing the best workers for a job.

    WorkKeys®

    Applied Math
    4
    Workplace Documents
    4
    Graphic Literacy
    4

    Abilities

    • Speed of Closure

      Quickly knowing what you are looking at.

    • Visualization

      Imagining how something will look after it is moved around or changed.

    • Memorization

      Remembering words, numbers, pictures, or steps.

    • Spatial Orientation

      Knowing where things are around you.

    • Speed of Limb Movement

      Quickly moving your arms and legs.

    • Dynamic Flexibility

      Quickly and repeatedly bending, stretching, twisting, or reaching out with your body, arms, and/or legs.

    • Stamina

      Exercising for a long time without getting out of breath.

    • Multilimb Coordination

      Using your arms and/or legs together while sitting, standing, or lying down.

    • Glare Sensitivity

      Seeing something even if there is a glare or very bright light.

    • Static Strength

      Lifting, pushing, pulling, or carrying.

    • Trunk Strength

      Using your lower back and stomach.

    • Far Vision

      Seeing details that are far away.

    • Sound Localization

      Noticing the direction that a sound came from.

    • Oral Comprehension

      Listening and understanding what people say.

    • Selective Attention

      Paying attention to something without being distracted.

    • Number Facility

      Adding, subtracting, multiplying, or dividing.

    • Oral Expression

      Communicating by speaking.

    • Written Comprehension

      Reading and understanding what is written.

    • Written Expression

      Communicating by writing.

    • Flexibility of Closure

      Seeing hidden patterns.

    • Mathematical Reasoning

      Choosing the right type of math to solve a problem.

    • Category Flexibility

      Grouping things in different ways.

    • Response Orientation

      Quickly deciding if you should move your hand, foot, or other body part.

    • Dynamic Strength

      Exercising for a long time without your muscles getting tired.

    • Problem Sensitivity

      Noticing when problems happen.

    • Deductive Reasoning

      Using rules to solve problems.

    • Perceptual Speed

      Quickly comparing groups of letters, numbers, pictures, or other things.

    • Inductive Reasoning

      Making general rules or coming up with answers from lots of detailed information.

    • Peripheral Vision

      Seeing something to your side when your are looking ahead.

    • Wrist-Finger Speed

      Making fast, simple, repeated movements of your fingers, hands, and wrists.

    • Extent Flexibility

      Bending, stretching, twisting, or reaching with your body, arms, and/or legs.

    • Night Vision

      Seeing at night or under low light.

    • Speech Recognition

      Recognizing spoken words.

    • Reaction Time

      Quickly moving your hand, finger, or foot based on a sound, light, picture or other command.

    • Visual Color Discrimination

      Noticing the difference between colors, including shades and brightness.

    • Explosive Strength

      Jumping, sprinting, or throwing something.

    • Gross Body Equilibrium

      Keeping your balance or staying upright.

    • Rate Control

      Changing when and how fast you move based on how something else is moving.

    • Auditory Attention

      Paying attention to one sound while there are other distracting sounds.

    • Finger Dexterity

      Putting together small parts with your fingers.

    • Information Ordering

      Ordering or arranging things.

    • Arm-Hand Steadiness

      Keeping your arm or hand steady.

    • Time Sharing

      Doing two or more things at the same time.

    • Manual Dexterity

      Holding or moving items with your hands.

    • Originality

      Creating new and original ideas.

    • Fluency of Ideas

      Coming up with lots of ideas.

    • Speech Clarity

      Speaking clearly.

    • Control Precision

      Quickly changing the controls of a machine, car, truck or boat.

    • Gross Body Coordination

      Moving your arms, legs, and mid-section together while your whole body is moving.

    • Depth Perception

      Deciding which thing is closer or farther away from you, or deciding how far away it is from you.

    • Near Vision

      Seeing details up close.

    • Hearing Sensitivity

      Telling the difference between sounds.

    Knowledge

    • Education and Training

      Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

    • Therapy and Counseling

      Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.

    • Fine Arts

      Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.

    • Building and Construction

      Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.

    • English Language

      Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

    • Computers and Electronics

      Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

    • Biology

      Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.

    • Transportation

      Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.

    • Personnel and Human Resources

      Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.

    • Law and Government

      Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

    • Administration and Management

      Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

    • Administrative

      Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

    • Production and Processing

      Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.

    • Physics

      Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.

    • Telecommunications

      Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.

    • Psychology

      Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.

    • Mechanical

      Knowledge of machines and tools, including their designs, uses, repair, and maintenance.

    • Design

      Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.

    • Mathematics

      Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

    • Engineering and Technology

      Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.

    • Sales and Marketing

      Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

    • Geography

      Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.

    • Philosophy and Theology

      Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.

    • Customer and Personal Service

      Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

    • Medicine and Dentistry

      Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.

    • Public Safety and Security

      Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.

    • Economics and Accounting

      Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

    • Sociology and Anthropology

      Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.

    • History and Archeology

      Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.

    • Food Production

      Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.

    • Chemistry

      Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.

    • Communications and Media

      Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

    • Foreign Language

      Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.

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    Pay

    • Ohio Annual Salary 45850/yr
    • Typical Salary
    • Ohio Hourly Wage 22.04/hr
    • Typical Hourly Wage

    Ohio Employment Trends

    • Currently Employed 620
    • Yearly Projected Openings 50

    Typical Education

    Personality

    Conventional: People interested in this work like activities that include data, detail, and regular routines.They do well at jobs that need:
    • Integrity
    • Attention to Detail
    • Cooperation
    • Dependability
    • Adaptability/Flexibility
    • Initiative

    Tools

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

    Technology

    • Accounting software
    • Cloud-based data access and sharing software
    • Customer relationship management CRM software
    • Data base user interface and query software
    • Electronic mail software
    • Enterprise resource planning ERP software
    • Financial analysis software
    • Internet browser software
    • Office suite software
    • Presentation software
    • Spreadsheet software
    • Word processing software
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    Workforce Supply Tool

    The Workforce Supply Tool provides statistics for the occupations in highest demand throughout Ohio.

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