What does a New Account Clerk do?

Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.

Jobs Roles

  • Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Obtain credit records from reporting agencies.
  • Collect and record customer deposits and fees, and issue receipts using computers.
  • Investigate and correct errors upon customers' request, according to customer and bank records.
  • Perform teller duties as required.
  • Execute wire transfers of funds.
  • Duplicate records for distribution to branch offices.
  • Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
  • Perform foreign currency transactions and sell traveler's checks.
  • Schedule repairs for locks on safe-deposit boxes.
  • Process loan applications.
Bookkeeper & Account Clerk at Gumtree.co.za in Northern Suburbs 4 weeks ago
Creditors Clerk at Network Recruitment in Johannesburg North 3 hours ago
Creditors Clerk at Network Recruitment in Centurion 3 hours ago
Accountant Clerk at Trinity Recruitment in Pretoria 4 hours ago
Account Executive (Freight Forwarding) - Business Development, at United Parcel Service in Johannesburg 5 hours ago
Head Clerk: Debit Orders (c1) at Avbob in Pretoria 6 hours ago
Cash book/ Creditors clerk at Communicate Recruitment in Johannesburg North 6 hours ago
Wages Clerk at Fusion Personnel in Johannesburg 7 hours ago
HR filing Clerk at Affinity Health in Benoni 8 hours ago