Automatically apply for jobs with Zippia

Upload your resume to get started.

New accounts specialist skills for your resume and career

Updated January 8, 2025

5 min read

Quoted experts

Claire Strom Ph.D.,

Elisha Blankson

Below we've compiled a list of the most critical new accounts specialist skills. We ranked the top skills for new accounts specialists based on the percentage of resumes they appeared on. For example, 26.4% of new accounts specialist resumes contained customer service as a skill. Continue reading to find out what skills a new accounts specialist needs to be successful in the workplace.

15 new accounts specialist skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how new accounts specialists use customer service:

Assist customers on a daily basis helping them understand self-directed accounts while delivering impeccable customer service.
Managed business development, construction projects, staffing, regulatory compliance and customer service.

2. Customer Satisfaction

Here's how new accounts specialists use customer satisfaction:

Resolved complex service issues or referred to appropriate associate to guarantee customer satisfaction and retention.
Contacted customers followed sales protocol to ensure ongoing customer satisfaction and resolved any complaint.

3. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how new accounts specialists use real estate:

Engaged real estate audience and developed revenue-generating connections.
Generate numerous leads through marketing initiatives targeted at community resources, including real estate firms, and community events.

4. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how new accounts specialists use outbound calls:

Placed outbound calls to verify potential customers' personal and business information.
Perform outbound calls to people who need further verification for the application to get fully processed.

5. Account Maintenance

Account maintenance is a practice in accounting that ensures that all transactions and accounting records are per the general principles of accounting and applicable laws. The accounts should be maintained enough to permit the annual audit and clear the inspection of financial statements.

Here's how new accounts specialists use account maintenance:

Provided subject matter expertise to branch offices, teammates and internal departments concerning brokerage provisions, data processing and account maintenance.
Process the openings of all new accounts, booking credit processing deposits and fees and other account maintenance functions.

6. Credit Card Accounts

Here's how new accounts specialists use credit card accounts:

Create new credit card accounts for Bank of America customers, gaining there interest in new products.
Advertised and entered applications for new credit card accounts over the phone.

Choose from 10+ customizable new accounts specialist resume templates

Build a professional new accounts specialist resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your new accounts specialist resume.

7. AML

AML refers to the rules and systems set up by governments, financial institutions, or organizations to prevent fraudulent economic activities.

Here's how new accounts specialists use aml:

Position involved extensive direct contact with customers via phone and email, including high AML risk and politically exposed customers.
Assisted Compliance Director with evaluation and review of foreign account applications to ensure consistency with AML and OFAC requirements.

8. Inbound Calls

Here's how new accounts specialists use inbound calls:

Answer inbound calls in a polite, friendly, courteous manner to meet customer needs.
Answered inbound calls from customers inquiring about new home construction.

9. Bank Policies

Here's how new accounts specialists use bank policies:

Gathered information and educated account holders on bank policies.
Open vault and verify cash shipments and other bank-related reports in conjunction with bank policies and procedures and management team member.

10. Sales Process

Here's how new accounts specialists use sales process:

Managed beginning-to-end sales process, and associated documentation.
Handled objections, as necessary, throughout the sales process and closing of the sale.

11. Customer Accounts

Here's how new accounts specialists use customer accounts:

Executed access, development and management of business relationships within key institutions and customer accounts.
Assisted Service professionals with various needs regarding customer accounts.

12. Business Accounts

Here's how new accounts specialists use business accounts:

Opened new consumer and business accounts and services consistent with regulations and procedures set by the FDIC.
Audited new account applications, including business accounts and trust accounts.

13. Account Opening

Here's how new accounts specialists use account opening:

Corresponded with Relationship Managers and Relationship Associates regarding the account opening process.
Gathered necessary documents required for account opening.

14. AS400

Here's how new accounts specialists use as400:

Answer incoming calls on first ring; assist customers, complete customer request forms in AS400 system.

15. Customer Inquiries

Here's how new accounts specialists use customer inquiries:

Applied strong communication skills toward responding to customer inquiries, troubleshooting problems and delivering product/service education.
Resolved customer relations issues and addressed customer inquiries.

5 New Accounts Specialist resume examples

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 5+ resume templates to create your new accounts specialist resume.

Create my resume

Build a professional resume in minutes using this template.

What skills help New Accounts Specialists find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What new accounts specialist skills would you recommend for someone trying to advance their career?

Claire Strom Ph.D.

Rapetti-Trunzo Chair of History, Rollins College

Gaining more facility with computers will always be beneficial-as we have all found out during the pandemic. Generally, however, I encourage students to use a gap year to have adventures and do things out-of-the-ordinary. Students are focused on their trajectory for all their lives and a gap year provides an unusual opportunity to do something different. In my experience, such adventures always prove fruitful and helpful, although it is never clear how until they are over. Thus, I would suggest AmeriCorps, VISTA, teaching abroad, and other related activities.

What type of skills will young new accounts specialists need?

Elisha Blankson

Program Director NCCU, Assistant Professor, North Carolina Central University

Graduates will need a skill set about the field in which they received training and additional skills useful to the job market. For example, with the changing demographics in the United States, extra skills in information technology and foreign languages will be a plus when entering the job market.

Do you want to know more?

List of new accounts specialist skills to add to your resume

The most important skills for a new accounts specialist resume and required skills for a new accounts specialist to have include:

Customer Service
Customer Satisfaction
Real Estate
Outbound Calls
Account Maintenance
Credit Card Accounts
AML
Inbound Calls
Bank Policies
Sales Process
Customer Accounts
Business Accounts
Account Opening
AS400
Customer Inquiries

Sales Contracts
ACH
Financial Products
Credit Reports
ATM
Client Accounts
Balance Transfers
Customer Issues
Quality Customer Service
Cold Calls
Bank Products
IRS
Debit Cards
Loan Applications
OFAC

Wire Transfers
Savings Accounts
Federal Regulations
Bank Accounts
Annuities
HR
PowerPoint
Financial Transactions
Credit Applications
Retirement Accounts
Customer Transactions
Interest Rates
Problem Resolution
Brokerage Accounts
Iras

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

Browse office and administrative jobs