New Accounts Clerks

Interview persons desiring to open bank accounts. Explain banking services available to prospective customers and assist them in preparing application form.

tasks jobzones knowledge skills abilities work_activities work_context interests work_styles work_values

Tasks

• Schedule repairs for locks on safe-deposit boxes.

• Perform foreign currency transactions and sell traveler's checks.

• Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.

• Duplicate records for distribution to branch offices.

• Execute wire transfers of funds.

• Perform teller duties as required.

• Investigate and correct errors upon customers' request, according to customer and bank records.

• Collect and record customer deposits and fees, and issue receipts using computers.

• Obtain credit records from reporting agencies.

• Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.

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Job Zone

• Name: Job Zone Two: Some Preparation Needed

• Experience: Some previous work-related skill, knowledge, or experience may be helpful in these occupations, but usually is not needed. For example, a teller might benefit from experience working directly with the public, but an inexperienced person could still learn to be a teller with little difficulty.

• Education: These occupations usually require a high school diploma and may require some vocational training or job-related course work. In some cases, an associate's or bachelor's degree could be needed.

• Job training: Employees in these occupations need anywhere from a few months to one year of working with experienced employees.

• Examples: These occupations often involve using your knowledge and skills to help others. Examples include sheet metal workers, forest fire fighters, customer service representatives, pharmacy technicians, salespersons (retail), and tellers.

• Svp range: (4.0 to < 6.0)

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Knowledge

Browse Knowledge

• Customer and Personal Service
  Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

• Mathematics
  Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

• Sales and Marketing
  Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

• Economics and Accounting
  Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

• English Language
  Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

• Clerical
  Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

• Computers and Electronics
  Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

• Personnel and Human Resources
  Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.

• Law and Government
  Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

• Administration and Management
  Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

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Skills

Browse Skills

• Active Listening
  Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

• Critical Thinking
  Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

• Reading Comprehension
  Understanding written sentences and paragraphs in work related documents.

• Speaking
  Talking to others to convey information effectively.

• Writing
  Communicating effectively in writing as appropriate for the needs of the audience.

• Social Perceptiveness
  Being aware of others' reactions and understanding why they react as they do.

• Judgment and Decision Making
  Considering the relative costs and benefits of potential actions to choose the most appropriate one.

• Service Orientation
  Actively looking for ways to help people.

• Learning Strategies
  Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.

• Monitoring
  Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

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Abilities

Browse Abilities

• Oral Expression
  The ability to communicate information and ideas in speaking so others will understand.

• Oral Comprehension
  The ability to listen to and understand information and ideas presented through spoken words and sentences.

• Written Comprehension
  The ability to read and understand information and ideas presented in writing.

• Near Vision
  The ability to see details at close range (within a few feet of the observer).

• Speech Recognition
  The ability to identify and understand the speech of another person.

• Problem Sensitivity
  The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.

• Information Ordering
  The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).

• Deductive Reasoning
  The ability to apply general rules to specific problems to produce answers that make sense.

• Speech Clarity
  The ability to speak clearly so others can understand you.

• Written Expression
  The ability to communicate information and ideas in writing so others will understand.

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Work Activities

Browse Work Activities

• Establishing and Maintaining Interpersonal Relationships
  Developing constructive and cooperative working relationships with others, and maintaining them over time.

• Performing for or Working Directly with the Public
  Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.

• Communicating with Supervisors, Peers, or Subordinates
  Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

• Getting Information
  Observing, receiving, and otherwise obtaining information from all relevant sources.

• Processing Information
  Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

• Identifying Objects, Actions, and Events
  Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

• Organizing, Planning, and Prioritizing Work
  Developing specific goals and plans to prioritize, organize, and accomplish your work.

• Monitor Processes, Materials, or Surroundings
  Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

• Communicating with Persons Outside Organization
  Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

• Selling or Influencing Others
  Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

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Work Context

• Telephone
  How often do you have telephone conversations in this job?

• Face-to-Face Discussions
  How often do you have to have face-to-face discussions with individuals or teams in this job?

• Importance of Being Exact or Accurate
  How important is being very exact or highly accurate in performing this job?

• Contact With Others
  How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?

• Deal With External Customers
  How important is it to work with external customers or the public in this job?

• Freedom to Make Decisions
  How much decision making freedom, without supervision, does the job offer?

• Frequency of Decision Making
  How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?

• Work With Work Group or Team
  How important is it to work with others in a group or team in this job?

• Impact of Decisions on Co-workers or Company Results
  How do the decisions an employee makes impact the results of co-workers, clients or the company?

• Letters and Memos
  How often does the job require written letters and memos?

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Interests

Browse Interests

• Enterprising
  Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

• Conventional
  Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

• Social
  Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

• Realistic
  Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

• Investigative
  Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.

• Artistic
  Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.

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Work Styles

• Integrity
  Job requires being honest and ethical.

• Attention to Detail
  Job requires being careful about detail and thorough in completing work tasks.

• Dependability
  Job requires being reliable, responsible, and dependable, and fulfilling obligations.

• Stress Tolerance
  Job requires accepting criticism and dealing calmly and effectively with high stress situations.

• Cooperation
  Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

• Self Control
  Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.

• Concern for Others
  Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.

• Initiative
  Job requires a willingness to take on responsibilities and challenges.

• Independence
  Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.

• Social Orientation
  Job requires preferring to work with others rather than alone, and being personally connected with others on the job.

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Work Values

Browse Work Values

• Working Conditions
  Workers on this job have good working conditions.

• Supervision, Human Relations
  Workers on this job have supervisors who back up their workers with management.

• Co-workers
  Workers on this job have co-workers who are easy to get along with.

• Security
  Workers on this job have steady employment.

• Moral Values
  Workers on this job are never pressured to do things that go against their sense of right and wrong.

• Support-Mean Extent
  Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

• Relationships-Mean Extent
  Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

• Company Policies and Practices
  Workers on this job are treated fairly by the company.

• Supervision, Technical
  Workers on this job have supervisors who train their workers well.

• Social Service
  Workers on this job have work where they do things for other people.

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