Interviewers, New Account


Business Management and Administration > Interviewers, New Account > Overview
110400
100138
Interviewers, New Account

Interviewers, New Account - Overview

New accounts clerks interview people who want to open bank accounts.

New accounts clerks gather information from people who want to open bank accounts, rent safe deposit boxes, or take out a loan. They help customers complete their application forms. Clerks verify the information on the applications and enter it in the computer. If necessary, they obtain applicants' credit records.

Clerks answer applicants' questions and explain the bank's services. They file the applicants' forms and documents. They may refer customers to other bank employees for more complex financial matters.

When accounts are approved, clerks collect deposits and fees from customers. They record these transactions and give customers receipts. If customers find errors with their accounts, clerks investigate their claims and correct the errors.

When customers are approved for safe deposit boxes, clerks give them keys. They also admit customers to the vaults where the safe deposit boxes are kept. If the locks on safe deposit boxes do not work, clerks schedule repairs.

Clerks act as tellers when needed. They may help customers who wish to travel overseas by issuing traveler's checks. They may also change American money into foreign currency.

Source: Illinois Career Information System (CIS) brought to you by Illinois Department of Employment Security.