16 Key Attributes New Accounts Clerks Need To Succeed In Their Career

by Noah Smith

Tuesday, January 5, 2016

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

The core tasks that new accounts clerks are likely to carry out include:

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.
Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
Perform teller duties as required.
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.

In order to successfully forge ahead with their careers, analysts in a survey carried out by U.S. Department of Labor (via O*NET) have marked out the following as important attributes that new accounts clerks would need. These attributes have been selected from characteristics and requirements strongly associated with the occupation. They are

Abilities: Enduring attributes of the individual that influence performance
Interests: Preferences for work environments. Occupational Interest Profiles (OIPs) are compatible with Holland's (1985, 1997) model of personality types and work environments. Six interest categories are used to describe the work environment of occupations: Realistic, Investigative, Artistic, Social, Enterprising, and Conventional. An OIP consists of six numerical scores indicating how descriptive and characteristic each work environment (or interest area) is for an occupation
Knowledge: Organized sets of principles and facts applying in general domains
Skills: These include basic skills, which are developed capacities that facilitate learning or the more rapid acquisition of knowledge. Plus cross-functional skills, which are developed capacities that facilitate performance of activities that occur across jobs
Style: Personal characteristics that can affect how well someone performs a job

We have listed out attributes which were scored 80% or more in terms of importance by the analysts.

Having a strong preference for conventional work environments. 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.
Attribute Type: Interests Score: 95.29%

Being honest and ethical.
Attribute Type: Style Score: 93.8%

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.
Attribute Type: Knowledge Score: 91%

Being careful about detail and thorough in completing work tasks.
Attribute Type: Style Score: 89%

Being pleasant with others on the job and displaying a good-natured, cooperative attitude.
Attribute Type: Style Score: 88.6%

Maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
Attribute Type: Style Score: 86.6%

Being reliable, responsible, and dependable, and fulfilling obligations.
Attribute Type: Style Score: 85.4%

The ability to listen to and understand information and ideas presented through spoken words and sentences.
Attribute Type: Abilities Score: 85%

The ability to communicate information and ideas in speaking so others will understand.
Attribute Type: Abilities Score: 82.4%

Being sensitive to others' needs and feelings and being understanding and helpful on the job.
Attribute Type: Style Score: 82%

Having a strong preference for enterprising work environments. 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.
Attribute Type: Interests Score: 81%

Analyzing information and using logic to address work-related issues and problems.
Attribute Type: Style Score: 81%

Developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
Attribute Type: Style Score: 80.2%

Accepting criticism and dealing calmly and effectively with high stress situations.
Attribute Type: Style Score: 80%

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.
Attribute Type: Skills Score: 80%

Talking to others to convey information effectively.
Attribute Type: Skills Score: 80%