Day in the life
A Day in the Life of a New Accounts Clerk
What new accounts clerks actually do from the start of a shift to the end: the tasks, tools, schedule and realities of the job.
What is a typical day like for a new accounts clerk?
Open a checking account. From there, the day usually includes explain account options, verify identity, and open accounts. Full time, sometimes Saturdays.
Hour by hour: a typical shift
No two days are identical, but this timeline reflects a realistic day for a new accounts clerk working full time.
- Open a checking account.
- Explain CD rates.
- Set up online banking.
- Update a signer on a business account.
- Verify ID documents.
- Refer a customer to a loan officer.
- File paperwork.
Where new accounts clerks work
Clerks work in bank and credit union branches and call centers.
Hours and schedule
Full time, sometimes Saturdays.
Tasks you’ll do most often
- Explain account options
- Verify identity
- Open accounts
- Order cards and checks
- Set up online banking
- Process account changes
- Follow BSA rules
Tools you’ll use every day
- Account opening software
- ID scanners
- Core banking systems
- Debit card printers
- CRM
- E-signature
The best and hardest parts of the job
What people like
- Entry to banking
- Regular hours
- Help customers start out
- No degree needed
What’s hard
- Declining employment
- Sales goals
- Paperwork
- Strict rules
You’ll likely thrive if…
- I like explaining things
- I’m accurate with forms
- I’m friendly
- I want a banking career
- I’m comfortable with goals
- I don’t need a degree
Not sure? Take the free New Accounts Clerk fit quiz or the Career Match Quiz.
Staying safe on the job
- Protect customer data
- Follow CIP and BSA rules
- Spot identity fraud
- Report suspicious activity