Job description template
New Accounts Clerk Job Description Template
A copy-ready new accounts clerk job description with responsibilities, qualifications, skills and pay guidance: customize it for your company in minutes.
Copy the template below, replace the bracketed fields and tailor duties to your workplace. For pay, national BLS data shows new accounts clerks earn a median of $47,670 ($22.92/hour); the middle 50% earn $43,920–$55,100.
Job title
New Accounts Clerk
Job summary
[Company name] is seeking a dependable new accounts clerk to join our team in [city, state]. In this role, you will explain account options, verify identity and support our team’s commitment to safety, quality and service.
Responsibilities
- Explain account options
- Verify identity
- Open accounts
- Order cards and checks
- Set up online banking
- Process account changes
- Follow BSA rules
- Follow company policies, safety procedures and applicable regulations
Required qualifications
- High school diploma or equivalent
- Working knowledge of banking products and identity verification
- Friendliness and accuracy
- [Add role-specific requirements, such as driver’s license or ability to pass a background check, if job-related]
Preferred qualifications
- BSA/AML training
- Banking product training
- Customer service training
- Experience with account opening software
Skills
- Account opening systems
- BSA/AML
- Customer service
- Sales
- Clear explanation
- Trustworthiness
Work environment and schedule
Clerks work in bank and credit union branches and call centers. Full time, sometimes Saturdays.
Pay and benefits
$[min]–$[max] per [hour/year], depending on experience. [List benefits: health insurance, paid time off, retirement plan, training and certification support.]
Equal opportunity
[Company name] is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other characteristic protected by law, and we provide reasonable accommodations upon request.
Tips for a new accounts clerk job posting that attracts applicants
- Use the title candidates search for. “New Accounts Clerk” is the clearest; alternates include New Accounts Representative, Personal Banker Assistant, Account Opening Specialist.
- Show the pay range. Postings with pay get more qualified applicants, and a growing number of states and cities require pay ranges in job postings.
- Separate must-haves from nice-to-haves. Long requirement lists discourage qualified candidates, especially career changers.
- Describe a real day. Borrow from our day in the life of a new accounts clerk so applicants self-select accurately.
- Mention training. Highlighting structured onboarding: such as New Accounts Clerk training: widens your applicant pool.
Next steps
Screen and interview with our New Accounts Clerk hiring guide, then onboard with the 30-60-90 day plan.