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Become A New Accounts Representative

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Working As A New Accounts Representative

  • Interacting With Computers
  • Performing for or Working Directly with the Public
  • Evaluating Information to Determine Compliance with Standards
  • Getting Information
  • Processing Information
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Make Decisions

  • Repetitive

  • $104,000

    Average Salary

What Does A New Accounts Representative Do

Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.

Duties

Financial clerks typically do the following:

  • Keep and update financial records
  • Compute bills and charges
  • Offer customer assistance
  • Carry out financial transactions

Financial clerks give administrative and clerical support in financial settings. Their specific job duties vary by specialty and by setting.

Billing and posting clerks calculate charges, develop bills, and prepare them to be mailed to customers. They review documents such as purchase orders, sales tickets, charge slips, and hospital records to compute fees or charges due. They also contact customers to get or give account information.

Gaming cage workers work in casinos and other gaming establishments. The “cage” in which they work is the central depository for money and gaming chips. Gaming cage workers sell gambling chips, tokens, or tickets to patrons. They count funds and reconcile daily summaries of transactions in order to balance books.

Payroll and timekeeping clerks compile and post employee time and payroll data. They verify and record attendance, hours worked, and pay adjustments. They ensure that employees are paid on time and that their paychecks are accurate.

Procurement clerks compile requests for materials, prepare purchase orders, keep track of purchases and supplies, and handle questions about orders. They respond to questions from customers and suppliers about the status of orders. They handle requests to change or cancel orders. They make sure that purchases arrive on schedule and that the items meet the purchaser’s specifications.

Brokerage clerks help with tasks associated with securities such as stocks, bonds, commodities, and other kinds of investments. Their duties include writing orders for stock purchases and sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, distributing dividends, and keeping records of daily transactions and holdings.

Credit authorizers, checkers, and clerks review the credit history, and get the information needed to determine the creditworthiness, of individuals or businesses applying for credit. Credit authorizers evaluate customers’ computerized credit records and payment histories to decide, based on predetermined standards, whether to approve new credit. Credit checkers call or write credit departments of business and service establishments to get information about applicants’ credit standing.

Loan interviewers, also called loan processors or loan clerks, interview applicants and others to get and verify personal and financial information needed to complete loan applications. They also prepare the documents that go to the appraiser and are issued at the closing of a loan.

New accounts clerks interview people who want to open accounts in financial institutions. They explain the account services available to prospective customers and help them fill out applications. They also investigate and correct errors in accounts.

Insurance claims and policy processing clerks process applications for insurance policies. They also handle customers’ requests to change or cancel their existing policies. Their duties include interviewing clients and reviewing insurance applications to ensure that all questions have been answered. They also notify insurance agents and accounting departments of policy cancellations or changes.

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How To Become A New Accounts Representative

A high school diploma or equivalent is typically required for most financial clerk jobs. These workers usually learn their duties through on-the-job training.

Education

Financial clerks typically need a high school diploma or equivalent to enter the occupation. Employers of brokerage clerks may prefer candidates who have taken some college courses in business or economics and, in some cases, require a 2- or 4-year college degree.

Training

Most financial clerks learn how to do their job duties through on-the-job training. Some formal technical training also may be necessary; for example, gaming cage workers may need training in specific gaming regulations and procedures.

Advancement

Financial clerks can advance to related occupations in finance. For example, a loan interviewer or clerk can become a loan officer, and a brokerage clerk can become a securities, commodities, or financial services sales agent, after obtaining the required education and license.

Important Qualities

Communication skills. Financial clerks should have good communication skills so that they can explain policies and procedures to colleagues and customers.

Math skills. The job duties of financial clerks, including calculating charges and checking credit scores, require basic math skills.

Organizational skills. Strong organizational skills are important for financial clerks because they must be able to find files quickly and efficiently.

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New Accounts Representative Career Paths

New Accounts Representative
Account Manager Finance Advisor Investment Consultant
Branch Office Manager
6 Yearsyrs
Office Manager Account Manager Account Executive
Business Development Manager
9 Yearsyrs
Account Executive Sales Manager General Manager
Business Owner
6 Yearsyrs
Branch Manager General Manager Chief Operating Officer
Chief Executive Officer
8 Yearsyrs
Service Representative Assistant Branch Manager Banking Center Manager
Client Manager
6 Yearsyrs
Assistant Branch Manager Office Manager Property Manager
Communications Manager
6 Yearsyrs
Finance Service Representative Loan Officer Credit Analyst
Credit And Collection Manager
7 Yearsyrs
Office Manager General Manager Account Executive
Director Of Sales
10 Yearsyrs
Assistant Branch Manager Branch Manager Account Executive
Director Of Sales And Marketing
9 Yearsyrs
Finance Service Representative Personal Banker
Finance Center Manager
6 Yearsyrs
Personal Banker Service Manager General Manager
General Manager Of Operations
8 Yearsyrs
Loan Processor Loan Officer Account Manager
Key Account Manager
7 Yearsyrs
Account Executive Personal Banker
Relationship Manager
6 Yearsyrs
Accounts Payable Clerk Human Resources Assistant Technical Recruiter
Resource Manager
6 Yearsyrs
Specialist Account Manager Sales Account Manager
Senior Account Sales Manager
7 Yearsyrs
Specialist Registered Nurse Team Leader
Senior Team Lead
5 Yearsyrs
Branch Manager Office Manager Technician
Service Manager
6 Yearsyrs
Loan Processor Specialist Operations Manager
Site Manager
7 Yearsyrs
Personal Banker Branch Manager Account Executive
Territory Manager
7 Yearsyrs
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Do you work as a New Accounts Representative?

New Accounts Representative Demographics

Gender

Female

72.1%

Male

26.5%

Unknown

1.3%
Ethnicity

White

61.4%

Hispanic or Latino

18.4%

Black or African American

9.5%

Asian

7.0%

Unknown

3.7%
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Foreign Languages Spoken

Spanish

59.3%

French

6.6%

Mandarin

4.4%

Russian

4.4%

Vietnamese

3.3%

German

3.3%

Cantonese

3.3%

Italian

3.3%

Chinese

2.2%

Armenian

2.2%

Swedish

1.1%

Portuguese

1.1%

Japanese

1.1%

Tagalog

1.1%

Polish

1.1%

Arabic

1.1%

Korean

1.1%
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New Accounts Representative Education

Schools

University of Phoenix

20.4%

Texas State University

6.6%

Sam Houston State University

5.9%

Southern New Hampshire University

5.3%

New Mexico State University

5.3%

San Francisco State University

4.6%

University of Central Oklahoma

4.6%

Liberty University

4.6%

University of North Texas

3.9%

Texas A&M University

3.9%

Rasmussen College

3.9%

Stephen F Austin State University

3.9%

University of Iowa

3.9%

Tyler Junior College

3.3%

New York University

3.3%

Blinn College

3.3%

Kansas State University

3.3%

Miami Dade College

3.3%

Southwestern Oklahoma State University

3.3%

American Institute of Baking

3.3%
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Majors

Business

35.3%

Finance

8.5%

Accounting

7.7%

Communication

4.7%

Psychology

4.3%

Marketing

4.2%

General Studies

3.8%

Management

3.8%

Health Care Administration

3.7%

Criminal Justice

3.6%

Liberal Arts

2.6%

Education

2.5%

Elementary Education

2.5%

Computer Science

2.4%

Legal Support Services

2.2%

Human Resources Management

2.1%

Nursing

2.0%

Medical Assisting Services

1.5%

History

1.5%

English

1.4%
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Degrees

Bachelors

39.5%

Other

32.3%

Associate

13.0%

Masters

8.3%

Certificate

4.5%

Diploma

1.0%

License

0.8%

Doctorate

0.6%
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Top Skills for A New Accounts Representative

  1. New Accounts
  2. Customer Service
  3. Financial Services
You can check out examples of real life uses of top skills on resumes here:
  • Started as receptionist and later promoted to new accounts representative.
  • Transferred to Customer Service department and developed software to evaluate lowering commission rate schedule.
  • Communicated with Fidelity and the National Financial Services and resolved issues regarding customer accounts.
  • Initiated and processed Consumer Loans * Processed all aspects of new account setup * Assisted customers with ATM transactions and online banking
  • Researched and reviewed customer applications for retail credit cards.

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