新客户文员
If you’ve ever walked into a bank or credit union to open an account or discuss your savings options, 你可能已经和一个新来的会计说过话了. 的se professionals help new customers understand and utilize the offerings at various financial institutions. 如果你有数学天赋, 较强的组织和沟通能力, 还有对金融的兴趣, this career might be a good fit for your interests and talents. Read on to learn more about what new account clerks do and how you can become one.![新客户文员 working on a computer in the office](/~/media/outcomes-new-account-clerk-300x250.ashx?la=en&hash=7E70F85EA11FDC195672B1D9B5F1533C893242B4)
什么是新客户文员?
A new account clerk is a financial professional who assists clients with opening new bank accounts. This may include both savings and checking accounts set up for various purposes. Today’s financial landscape can be confusing for consumers. A new account clerk will assist each client in understanding the options that are available from their financial institution. 的y will cover topics like interest rates and annual fees to help clients compare their choices.
A new account clerk may also assist clients with investments, explaining services pertaining to securities and bonds. 的se professionals should have a solid understanding of finance, so they can assist clients in finding an effective savings or spending account that will help them meet both their short-term and long-term goals.
In addition to assisting customers with new bank accounts, this type of financial clerk may also handle other routine tasks in the bank environment. 这通常包括存款支票, 发行汇票, 检查平衡, and answering questions regarding the use of ATM cards, 直接存款服务, 以及在线账户管理工具.
工作职责
- Assisting customers with application forms for new accounts
- 解释帐户选项
- Interviewing customers to obtain essential information for applications
- Using online or computer applications to open new financial accounts
- 为客户提供账户信息
- Teaching customers how to access their accounts at the bank or online
- 接受新账户的存款
- 为新开户收取必要费用
- 评估信用记录
- 评估客户的财务需求
- 推荐产品和服务
请求的信息
新客户文员的工作前景如何?
根据 劳工统计局, job opportunities for new account clerks will decrease by 6 percent between 2016 and 2026. This is due in large part to the wide availability of online account management tools. Customers no longer need to work with a live account clerk to open a bank account, and many now choose to use automated services to do so.
然而, brick and mortar financial institutions will continue to have a need for new account clerks as well as other similar financial professionals. With a background as a new account clerk, you could easily transition into another role. 的 job growth for financial clerks is anticipated to be 9 percent over the same decade. Employment opportunities will increase by 11 percent for insurance claims and policy processing clerks, 贷款面试员和职员12%, 记账和邮寄员占14%.
新的会计文员在哪里工作?
New account clerks typically work for banks, credit unions, or similar financial institutions. This puts them in a traditional work environment with regular hours. 大多数银行周末和晚上营业时间有限. As a new account clerk, you should also enjoy holidays off work. 大多数财务职员都是全职工作.
For some employers, you may also work in a call center rather than a physical bank location. New account clerks in this type of position will assist customers who want to open an account over the phone working with a live professional. 工作时间可能因呼叫中心职位而异, 但与银行的相似, 晚上和周末休息.
What Training Do I Need to Become a 新客户文员?
A new account clerk will typically need a minimum of a high school diploma. 然而, this can be a competitive field thanks to the minimal job growth expected in this area. You can increase your employment opportunities and craft a more compelling resume by furthering your education with a relevant diploma.
的 布莱恩特的会计助理文凭 & 斯垂顿学院 is a well-rounded choice for individuals who want a position as a new account clerk or other type of financial professional. This is a 30-credit hour program that will prepare you for a successful professional career quickly. It covers several key topics with courses in accounting principles, 商业原则, 办公应用程序, 所得税会计, 计算机技能, 职场数学.
持有会计助理文凭, you will have the background and knowledge you need to position yourself to competitively seek a career as a new account clerk.
会计助理文凭能做什么?
An accounting assistant diploma will prepare you for a position as a new account clerk or other type of financial clerk. To increase your chances of landing a job in this area, you should watch for a variety of job titles in this general field. Some of the positions that you might want to look for include:
- 会计
- 业务分析师
- 成本会计
- 税务专员
- 审计合伙人
- 保证经理
- 簿记员
- 会计文员
- 审计员
- 游戏笼工
- 工资单和计时员
- 信贷授权人
- 保险索赔和政策处理文员
的se positions will all give you a solid opportunity to begin your career in finance.
Please note that data provided by the 劳工统计局 is for informational purposes only. This is not intended as a guarantee of employment or job opportunities. 然而, you can use this information to give you a general understanding of the anticipated growth in this area.
For more insights into your job opportunities with an accounting assistant diploma, check out 我们OG真人安卓的学位见解部分. Here you’ll find a wealth of information to help prepare you for a successful future.