Business & Office training

New Accounts Clerk Training

Learn what new accounts clerks do and how they do it: a semi-in-depth, practical course covering the role, vocabulary, common procedures, safety and career launch.

Updated By the Career Education Institute Curriculum Team
Enroll nowView syllabus
What you’ll learn in New Accounts Clerk training

A practical, general introduction to the new accounts clerk job: what the role involves, 15+ key terms, how to perform common tasks such as open a checking account step by step and explain APY and CDs simply, safety essentials and how to launch your career. Online, self-paced, about 10 hours, $89.99.

  • Tuition
    $89.99
    Volume pricing from 2 seats
  • Length
    10 hours
    10 modules
  • Format
    Online
    Self-paced, any device
  • Access
    12 months
    LMS access
  • Level
    Beginner
    To intermediate
  • You receive
    Certificate
    Of completion

Learning outcomes

By the end of this course you will be able to:

  • Explain what a new accounts clerk does day to day, where they work and how the role fits into the team
  • Use 15+ essential new accounts clerk terms correctly
  • Walk through open a checking account step by step, explain APY and CDs simply, and open a business account correctly step by step
  • Identify the tools, equipment and technology used on the job
  • Apply core safety, compliance and professional standards
  • Map your path into the field, including credentials such as BSA/AML training

Course syllabus

10 modules, about 10 hours in total.

MODULE 01Introduction to the New Accounts Clerk Role50 min
  • What new accounts clerks do and why the role matters
  • Where they work: settings, employers and teams
  • Pay, job outlook and the career ladder
  • Professional and ethical expectations
MODULE 02A Day on the Job35 min
  • A realistic shift, start to finish
  • Schedules, shifts and workload
  • Working with supervisors, coworkers and customers
  • The best and hardest parts of the job
MODULE 03Essential New Accounts Clerk Vocabulary1 hr
  • Key term: Checking account
  • Key term: Savings account
  • Key term: CD
  • Key term: APY
  • Key term: CIP
  • Plus 10 more terms with practice drills
MODULE 04Core Duties and Responsibilities1 hr
  • Explain account options
  • Verify identity
  • Open accounts
  • Order cards and checks
  • Set up online banking
MODULE 05Common Tasks, Step by Step2 hr 10 min
  • How to open a checking account step by step
  • How to explain APY and CDs simply
  • How to open a business account correctly
  • Common mistakes and how to avoid them
MODULE 06Tools, Equipment and Technology50 min
  • Account opening software
  • ID scanners
  • Core banking systems
  • Debit card printers
  • CRM
MODULE 07Safety, Compliance and Professional Standards1 hr 10 min
  • Protect customer data
  • Follow CIP and BSA rules
  • Spot identity fraud
  • Report suspicious activity
MODULE 08Skills Employers Look For50 min
  • Banking products
  • Identity verification
  • Account opening systems
  • Friendliness
  • Accuracy
MODULE 09Launching Your New Accounts Clerk Career50 min
  • Education and training pathways
  • Credential overview: BSA/AML training
  • Credential overview: Banking product training
  • Resume and interview preparation
  • Your first 90 days on the job
MODULE 10Final Knowledge Check50 min
  • Comprehensive practice exam with explanations
  • Certificate of completion on passing

Who this training is for

  • Students: find out what the new accounts clerk job is really like before choosing a program or major.
  • Career changers: test-drive the field and build vocabulary and confidence before investing in formal training.
  • New hires and employers: shorten ramp-up time with a consistent foundation for every new new accounts clerk.

Pricing

$89.99 per learner. Buying for a team? Volume pricing applies automatically from 2 learners.

SeatsDiscount
2 to 101% off
11 to 202% off
21 to 503% off
51 to 1005% off
101 to 2507% off
251 to 5008% off
501 to 1,00010% off

Free preview lessons

Sample the course material for free:

Why train for this career

New accounts clerks interview people who want to open bank accounts, explain account types and services, and complete required paperwork. BLS reports a median wage of $47,670 (May 2025) and about 2,300 openings per year. Read the full new accounts clerk career profile or see salary details.

Enroll in New Accounts Clerk Training

Fill this out and press the button: your email app will open with a pre-filled message to our enrollment team (info@hazwoper-osha.com). We reply with a payment link or invoice and your learning-platform login. Nothing you type is stored on this website.

Course New Accounts Clerk Training · 10 hours · $89.99 per learner

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New Accounts Clerk training FAQ
How long is the New Accounts Clerk training?
About 10 hours, online, self-paced. You get 12 months of LMS access, so you can learn around work or school.
How much does the New Accounts Clerk training cost?
$89.99 per learner. Volume pricing applies automatically from 2 learners, up to 10% off for large groups.
Is the course online?
Yes. The course runs on our online learning platform (LMS). After you enroll, we email your login details.
Will this course make me a licensed or certified new accounts clerk?
No. This is a general career-preparation course. It does not by itself grant a state license, national certification or academic credit. It is designed to help you understand the job and prepare for the formal training, exams and interviews that follow.
Who is this course for?
Students exploring careers, adults changing careers, new hires who want a faster ramp-up, and employers onboarding new accounts clerks.
How do I enroll?
Use the enrollment form on this page. It opens a pre-filled email to our team, and we reply with your payment link or invoice and your LMS access. You can also call 1-866-429-6742.
Do you offer group or employer pricing?
Volume pricing from 2 seats. Choose “My team or employees” on the form or visit our employer training page.
What do I receive when I finish?
Certificate of completion from Career Education Institute after you pass the final knowledge check.


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