(Career Asssessments, Exploration & Counselling)
Career: New Accounts Clerks
Job Description
Interview persons desiring to open bank accounts. Explain banking services available to prospective customers and assist them in preparing application form.
Job Tasks
Importance %age |
Task Description |
100
|
Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities. |
100
|
Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes. |
100
|
Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit. |
96
|
Refer customers to appropriate bank personnel to meet their financial needs. |
94
|
Compile information about new accounts, enter account information into computers, and file related forms or other documents. |
94
|
Investigate and correct errors upon customers' request, according to customer and bank records. |
82
|
Collect and record customer deposits and fees, and issue receipts using computers. |
77
|
Obtain credit records from reporting agencies. |
77
|
Execute wire transfers of funds. |
69
|
Perform teller duties as required. |
65
|
Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults. |
59
|
Duplicate records for distribution to branch offices. |
55
|
Perform foreign currency transactions and sell traveler's checks. |
40
|
Schedule repairs for locks on safe-deposit boxes. |
Work Activities
Importance %age |
Activity Description |
69
|
Establishing and Maintaining Interpersonal Relationships
|
69
|
Performing for or Working Directly with the Public
|
59
|
Communicating with Supervisors, Peers, or Subordinates
|
58
|
Getting Information
|
57
|
Organizing, Planning, and Prioritizing Work
|
57
|
Processing Information
|
57
|
Identifying Objects, Actions, and Events
|
56
|
Monitor Processes, Materials, or Surroundings
|
52
|
Communicating with Persons Outside Organization
|
52
|
Selling or Influencing Others
|
51
|
Resolving Conflicts and Negotiating with Others
|
49
|
Judging the Qualities of Things, Services, or People
|
44
|
Interacting With Computers
|
44
|
Making Decisions and Solving Problems
|
42
|
Updating and Using Relevant Knowledge
|
41
|
Evaluating Information to Determine Compliance with Standards
|
41
|
Performing Administrative Activities
|
37
|
Training and Teaching Others
|
35
|
Coordinating the Work and Activities of Others
|
35
|
Coaching and Developing Others
|
34
|
Documenting/Recording Information
|
34
|
Analyzing Data or Information
|
34
|
Provide Consultation and Advice to Others
|
33
|
Thinking Creatively
|
32
|
Developing and Building Teams
|
32
|
Assisting and Caring for Others
|
31
|
Handling and Moving Objects
|
30
|
Interpreting the Meaning of Information for Others
|
28
|
Scheduling Work and Activities
|
27
|
Guiding, Directing, and Motivating Subordinates
|
27
|
Controlling Machines and Processes
|
26
|
Estimating the Quantifiable Characteristics of Products, Events, or Information
|
24
|
Developing Objectives and Strategies
|
23
|
Staffing Organizational Units
|
21
|
Monitoring and Controlling Resources
|
16
|
Performing General Physical Activities
|
15
|
Repairing and Maintaining Mechanical Equipment
|
12
|
Inspecting Equipment, Structures, or Material
|
12
|
Repairing and Maintaining Electronic Equipment
|
10
|
Operating Vehicles, Mechanized Devices, or Equipment
|
10
|
Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment
|