How To Become A New Accounts Specialist: What It Is and Career Path

What is a new accounts specialist and how to become one

Updated January 8, 2025

4 min read

Quoted expert

Del Ross

A New Accounts Specialist collects, reviews, and verifies all new accounts applications. He/She provides retail support for deposit operations daily. The new account specialist ensures that all conditions are met for the approval of the applications before forwarding them to the appropriate departments. He/She also processes and evaluates the documents provided by new and existing clients for account applications. Additionally, a new accounts specialist collects the necessary information for regular reports. He/She resolves processing issues and ensures compliance with new account processes.

To get a job as a new account specialist, you need a minimum of a bachelor's degree in business or a related field. You must also possess a minimum of a year of relevant work experience and be proficient in Microsoft Office. The new accounts specialist must possess communication, mathematical, analytical, decision-making, problem-solving, and customer service skills. Upon employment, you would earn an average salary of $38,871 annually or $19 per hour.

What general advice would you give to a new accounts specialist?

Del Ross

Chief Revenue Officer, Hotel Effectiveness

Embrace change. The only certainty about the future is that tomorrow's world will look much different than today's. This applies to the hotel and travel industries and to pretty much everything else. Guest expectations will change. Technology will change. The employer and employee experiences will vary - this may prove difficult, but much of it will be for the better. If you expect to change, you will be better prepared to handle it when it happens.

ScoreNew Accounts SpecialistUS Average

Salary

2.7

Avg. Salary $35,186

Avg. Salary $59,228

Stability level

8.0

Growth rate -3%

Growth rate 0.3%

Diversity

6.8

Race

American Indian and Alaska Native 0.84%

Asian 9.26%

Black or African American 9.89%

Hispanic or Latino 21.76%

Unknown 2.88%

White 55.36%

Gender

female 65.22%

male 34.78%

Age - 39

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 39

Stress level

8.0

Stress level is high

7.1 - high

Complexity level

6.7

Complexity level is challenging

7 - challenging

Work life balance

8.9

Work life balance is excellent

6.4 - fair

Key steps to become a new accounts specialist

Explore new accounts specialist education requirements

Most common new accounts specialist degrees

Bachelor's

55.7 %

Associate

18.6 %

High School Diploma

14.5 %

Start to develop specific new accounts specialist skills

Skills	Percentages
Customer Service	26.37%
Customer Satisfaction	8.07%
Real Estate	7.75%
Outbound Calls	5.87%
Account Maintenance	5.82%

Complete relevant new accounts specialist training and internships

Accountants spend an average of Less than 1 month on post-employment, on-the-job training. New new accounts specialists learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a new accounts specialist based on U.S. Bureau of Labor Statistics data and data from real new accounts specialist resumes.

Research new accounts specialist duties and responsibilities

Manage a Salesforce database comprise of customer information, leads and potential sales opportunities.
Order ATM and debit cards, assist consumers with on-line banking program and update rate information on bank website.
Assist in daily oversight for central branch vault, teller drawer, and ATM.
Process distributions including checks, account transfers, fed fund wires, ACH and journal requests within require SLA.

Prepare your new accounts specialist resume

When your background is strong enough, you can start writing your new accounts specialist resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a new accounts specialist resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable new accounts specialist resume templates

Build a professional new accounts specialist resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your new accounts specialist resume.