New Accounts Clerks
What New Accounts Clerks Do
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
See full salary breakdown & percentiles →
Career Outlook
National employment outlook, 2024–2034.
- Related work experience
- None
- On-the-job training
- Moderate-term on-the-job training
- Self-employed
- Not available
Source: BLS Employment Projections — 2024-2034.
How Much Preparation Does This Take?
Job Zone 3 of 5Job Zone Three: Medium Preparation Needed
- Experience
- Previous work-related skill, knowledge, or experience is required for these occupations.
- Education
- Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
- Job training
- Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
Source: O*NET Job Zones.
Key Knowledge Areas
Subject-matter areas this occupation draws on most, per O*NET.
- Customer and Personal Serviceimportance 4.8/5
- Sales and Marketingimportance 4.4/5
- Administrativeimportance 4.1/5
- English Languageimportance 4.0/5
- Computers and Electronicsimportance 3.5/5
- Mathematicsimportance 3.5/5
- Economics and Accountingimportance 3.3/5
- Public Safety and Securityimportance 3.1/5
Work Environment
What the day-to-day work setting is like, per O*NET.
- Telephone Conversations4.9/5
- Contact With Others4.9/5
- E-Mail4.9/5
- Face-to-Face Discussions with Individuals and Within Teams4.7/5
- Importance of Being Exact or Accurate4.7/5
- Deal With External Customers or the Public in General4.5/5
Careers With Similar Skills
Occupations whose Transferable Skills profile most closely matches this one — a mathematical comparison, not observed data about people actually moving between these careers.
- Eligibility Interviewers, Government Programs98% skill match
- Correspondence Clerks98% skill match
- Paralegals and Legal Assistants98% skill match
- Insurance Claims and Policy Processing Clerks98% skill match
- Educational, Guidance, and Career Counselors and Advisors98% skill match
- Reservation and Transportation Ticket Agents and Travel Clerks98% skill match
- Customer Service Representatives97% skill match
- Receptionists and Information Clerks97% skill match
Transferable Skills
Cross-functional skills this occupation draws on most, per O*NET — the kind that carry over to other careers.
- Service Orientationimportance 3.4/5
- Social Perceptivenessimportance 3.3/5
- Coordinationimportance 3.1/5
- Persuasionimportance 3.0/5
- Judgment and Decision Makingimportance 3.0/5
- Time Managementimportance 2.9/5
- Complex Problem Solvingimportance 2.8/5
- Negotiationimportance 2.4/5
Software & Technologies
Tools and software used in this occupation, per O*NET.
Hot Technologies
Other Software Used
- Corporate Information Factory CIF
- DCI iCore
- Email software
- Financial needs analysis software
- Fiserv financial services software
- Harland Financial Solutions DepositPro
- IBM Lotus Notes
- IPS-Sendero Relationship Profitability Manager Catalyst
Work Style
Personal work characteristics that matter most for this occupation, per O*NET.
- Dependability
- Attention to Detail
- Cooperation
- Social Orientation
- Integrity
- Self-Control
- Cautiousness
Career Interests
This occupation’s RIASEC interest profile, per O*NET — how strongly it fits each of the six Holland interest types.
- ConventionalHigh
- EnterprisingMedium
- SocialMedium
- InvestigativeLow
- RealisticLow
- ArtisticLow
This page includes information from the O*NET 30.3 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.
Where This Career Is Most Concentrated
Metro areas where new accounts clerks make up the largest share of local employment, relative to the national average (BLS location quotient).
- 1Grand Island, NE6.80× national avg
- 2Corvallis, OR6.00× national avg
- 3Dubuque, IA5.76× national avg
- 4Oklahoma City, OK4.52× national avg
- 5Omaha, NE-IA4.51× national avg
Possible Career Moves
A computed starting point, not observed job-change data — see the full list for why each one might fit.
- Customer Service RepresentativesLateral Move
- Bill and Account CollectorsLateral Move
- Insurance Claims and Policy Processing ClerksLateral Move
- Tax PreparersCareer Change
Related Education Programs
Schools that offer related fields of study, based on the NCES CIP-SOC crosswalk — not a guarantee that graduates enter this specific career.
Finance, General
- American College of Financial Services (King of Prussia, PA)
- CUNY Bernard M Baruch College (New York, NY)grads earn ~$84,956
- Ohio State University-Main Campus (Columbus, OH)grads earn ~$97,986
- Florida State University (Tallahassee, FL)grads earn ~$87,089
- University of South Carolina-Columbia (Columbia, SC)grads earn ~$92,578