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.

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Conventional

First Interest High-Point

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Enterprising

Second Interest High-Point

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Social

Third Interest High-Point

Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

Realistic

Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.

Investigative

Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.

Artistic

Job Zone Three: Medium Preparation Needed

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.

Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.

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.

10-key calculators

Personal computers

Teller terminals

Accounting software

Corporate Information Factory CIF

Data entry software

DCI iCore

Email software

Financial needs analysis software

Fiserv

Harland Financial Solutions DepositPro

IBM Lotus Notes

IPS-Sendero Relationship Profitability Manager Catalyst

Microsoft Dynamics GP

Microsoft Excel

Microsoft Internet Explorer

Microsoft Office

Microsoft PowerPoint

Microsoft SharePoint

Microsoft Word

Systems Union Group MIS DecisionWare

Web browser software

Word processing software

I would recommed starting as a Teller learning how the bank works, also how they can help guide customers to the specific product that would satisfy their needs.

Being a first generation Mexican, the language was very difficult; my parents did not know the language and I had to learn it the hard way, but hard work and perseverance always pays off.

My day begins with looking up new communication and new product updates, I also look up my numbers in order to see where I stand. I share best business practices with the tellers and help my customers with various situations.

Relationship Banker

In the area I grew up in most people never aspired to have a corporate job; they all said it could not happen. I made sure I was not going to fall under that same trap and I decided I wanted this life.

Alberto de Dios

Relationship Banker

Education

Career

Career Roadmap

My work combines:

My work combines:

Education

Philosophy & Religion

Helping People

Day to Day

Advice for Getting Started

Recommended Education

Hurdles

The Noise I Shed

From Peers:

Challenges I Overcame

First-Generation Immigrant

Alberto de Dios

Relationship Banker

Education

Career

Career Roadmap

My work combines:

My work combines:

Education

Philosophy & Religion

Helping People

Day to Day

Advice for Getting Started

Recommended Education

My career is not related to what I studied. I'd recommend this path instead:

Hurdles

The Noise I Shed

From Peers:

Challenges I Overcame

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