New Accounts Clerks
New Accounts Clerks interview customers who want to open accounts at banks, credit unions, and other financial institutions. They explain the different account options available and help customers complete application paperwork. Most work in branch offices or call centers.
Four short assessments and your background, scored against new accounts clerks and 13,000 other careers — with the reasons. Free.
A day in the work
A typical day involves greeting customers, discussing their financial needs, and walking them through available account types such as checking or savings. Clerks enter customer information into computer systems, verify documentation, and explain fees and account features. They may answer questions about interest rates and minimum balance requirements, process completed applications, and file paperwork.
Who this work suits
Holland code CES. Conventional work is organized, detail-oriented work with clear procedures. Aptly’s interest assessment scores you on the same six scales.
You tend to do well in this work if you like organizing information and following established procedures—both key traits for conventional interests. If you also have enterprising tendencies, you'll appreciate the customer interaction and opportunities to explain products and help people make financial decisions.
What it takes
Preparation: Medium preparation (vocational training, an associate degree, or related experience). Most people in this occupation hold a certificate or training program.
Skills that matter most
Knowledge areas
Pay by state
| State | 25th pct | Median | 75th pct | Employed |
|---|---|---|---|---|
| District of Columbia | $55,260 | $60,990 | $71,450 | — |
| North Dakota | $50,030 | $57,970 | $63,740 | 140 |
| New York | $48,000 | $57,950 | $59,330 | 4,800 |
| New Jersey | $48,040 | $57,240 | $80,540 | 230 |
| Connecticut | $50,180 | $57,080 | $59,180 | 420 |
| Washington | $48,030 | $52,830 | $55,650 | 310 |
| California | $49,150 | $52,100 | $60,280 | 950 |
| New Mexico | $37,330 | $51,380 | $54,980 | 150 |
| Missouri | $39,890 | $50,270 | $57,090 | 590 |
| Tennessee | $47,910 | $49,770 | $51,750 | 420 |
| North Carolina | $46,070 | $49,480 | $60,620 | 1,910 |
| Illinois | $45,030 | $49,040 | $50,160 | 2,020 |
All 50 states, D.C. and Puerto Rico
Training
Aptly members see WIOA-approved programs, colleges and certificates near them, with completion and earnings data, on every Path plan.
Job titles in this occupation
Related occupations
Four short assessments and your background, scored against new accounts clerks and 13,000 other careers — with the reasons. Free.
O*NET-SOC 43-4141.00 · O*NET OnLine. Pay: BLS OEWS May 2025, annual, U.S. Employment counts are national.