New Accounts Clerks
New accounts clerks interview persons desiring to open accounts in financial institutions. They explain account services available to prospective customers and assist them in preparing applications.
New accounts clerks compile information about new accounts and file related forms or other documents. They inform customers of procedures for applying for services, answer customers' questions and explain available services. They interview customers to obtain information needed for opening accounts or renting safe-deposit boxes and refer customers to appropriate bank personnel to meet their financial needs.
Account clerk's job descriptions include investigating and correcting errors upon customers' requests, according to customer and bank records, processing loan applications and obtaining credit records from reporting agencies, admitting customers to vaults, scheduling repairs for locks on safe-deposit boxes, and performing teller duties as required.
How to become an accounting clerk? One should have at least a bachelor's degree in accounting, commerce, or business administration. However, earning more qualifications is the best way to advance to a junior accountant role. Account clerks require training in vocational schools, related on-the-job experience, and maybe a promotion to junior accountants with time and experience.
Required skills include effective communication, service orientation, social perceptiveness, critical thinking, monitoring, judgment and decision making. The accounting clerk's job salary is commensurate with the nature of the job.
To succeed as account clerks, candidates should be able to work as part of a team and take direction accurately. One should be an analytical thinker and problem solver, be efficient in IT skills and be extremely organised.
Qualifications
Every career requires an element of study and academic qualification, and there can be several study routes and pathways you can take. In following any academic pathway you will study subjects that contribute to the specialised knowledge required to achieve your career goals. These qualifications provide a future employer with the evidence that you have the desired knowledge, understanding and experience of their industry, so it’s important to consider the various types of qualifications available to you and to understand how they can boost your career and create opportunities for you.
- NSQF Level 4 Banking Associate
- Training and Certificate MES Course in Accounting
Tasks
- 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.
Progression Routes
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