What they do
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
|
|
Also called: |
Banking Services Representative, Customer Service Specialist, Financial Service Representative, Financial Services Representative, Member Service Representative, New Accounts Clerk, New Accounts Representative, Personal Banker, Relationship Banker, Universal Banker
|
|
|
|
|
|
Wages
|
Vermont - 2023 |
Percentile1 | Hourly | Yearly |
10% |
$ 18.55 |
$38,590 |
25% |
$ 19.61 |
$40,790 |
Median |
$ 22.09 |
$45,960 |
75% |
$ 22.74 |
$47,300 |
90% |
$ 24.22 |
$50,370 |
|
Average |
$ 21.75 |
$45,240 |
|
More at CareerOneStop |
|
| |
Industries of Employment
United States - 2022 |
Industry | Percent of total |
- Credit intermediation and related activities
| 93% |
- Management of companies and enterprises
| 3% |
- Securities, commodity contracts, and other financial investments and related activities
| 1% |
- Professional, scientific, and technical services
| 1% |
- Administrative and support services
| 0% |
More at BLS |
|
|
|
Knowledge
People in this career often know a lot about: |
- Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
|
- Sales and Marketing
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
|
- Administrative
Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
|
- English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
|
- Computers and Electronics
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
|
More at O*NET |
|
|
|
Skills
People in this career often have these skills: |
- Active Listening
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
|
- Speaking
Talking to others to convey information effectively.
|
- Reading Comprehension
Understanding written sentences and paragraphs in work-related documents.
|
- Service Orientation
Actively looking for ways to help people.
|
- Social Perceptiveness
Being aware of others' reactions and understanding why they react as they do.
|
More at O*NET |
|
|
|
Interests
People in this career often prefer these work environments: |
- Conventional
Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.
|
- Enterprising
Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.
|
- Social
Work involves helping, teaching, advising, assisting, or providing service to others. Social occupations are often associated with social, health care, personal service, teaching/education, or religious activities.
|
What are your interests? Take the O*NET Interest Profiler |
|
|
|
Work Styles
People in this career will do well at jobs that need: |
- Integrity
Job requires being honest and ethical.
|
- Attention to Detail
Job requires being careful about detail and thorough in completing work tasks.
|
- Cooperation
Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
|
- Dependability
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
|
- Adaptability/Flexibility
Job requires being open to change (positive or negative) and to considerable variety in the workplace.
|
More at O*NET |
|
|
|
Tasks
On the job, you would: |
- Perform teller duties as required.
|
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
|
- Collect and record customer deposits and fees and issue receipts, using computers.
|
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
|
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
|
More at O*NET |
|
|
|
Related Occupations
|
|
|
|
Career Video
|
|
Projected Employment
|
Vermont |
2022 employment |
102 |
2032 employment |
78 |
Annual percent change (compounded) |
-2.6% |
Annual projected job openings (due to change and separations) |
6 |
More at Occupational Projections |
|
| |
Education and Experience:
- Typical education needed for entry
High school diploma or equivalent
|
- Work experience in a related occupation
None
|
- Typical on-the-job training needed to attain competency
Moderate-term on-the-job training
|
Based on BLS Education and Training Classifications |
|
|
|
Physical Work Activity
Performing physical activities that require considerable use of your arms and legs and moving your whole body, such as climbing, lifting, balancing, walking, stooping, and handling materials. |
- Physical activity is Somewhat Important
|
|
|
|
Low | | High |
|
|
|
Compare Occupations at O*NET |
|
|
|
Job Zone
Medium Preparation Needed |
- Specific Vocational Preparation Range
(6.0 to < 7.0) - A typical worker will require
over 1 year up to and including 2 years
of training to achieve average performance in this occupation.
|
Based on O*Net Job Zones and SVP |
|
|
|
Education Level
How much education do most people in this career have? |
Education level | | Percent of U.S. Workers |
Doctoral or professional degree or post-MA certificate | | 0% |
Master's degree or post-BA certificate | | 0% |
Bachelor's degree | | 0% |
Associate's degree | | 11% |
Certificate or some college, no degree | | 44% |
High school diploma or equivalent | | 46% |
Less than high school diploma | | 0% |
More at O*NET |
|
|
|
Abilities
People in this career often have talent in: |
- Oral Comprehension
The ability to listen to and understand information and ideas presented through spoken words and sentences.
|
- Oral Expression
The ability to communicate information and ideas in speaking so others will understand.
|
- Near Vision
The ability to see details at close range (within a few feet of the observer).
|
- Written Comprehension
The ability to read and understand information and ideas presented in writing.
|
- Speech Clarity
The ability to speak clearly so others can understand you.
|
More at O*NET |
|
|
|
Work Activities
In general, what you might do: |
- Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
|
- Communicating with Supervisors, Peers, or Subordinates
Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
|
- Establishing and Maintaining Interpersonal Relationships
Developing constructive and cooperative working relationships with others, and maintaining them over time.
|
- Evaluating Information to Determine Compliance with Standards
Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
|
- Making Decisions and Solving Problems
Analyzing information and evaluating results to choose the best solution and solve problems.
|
More at O*NET |
|
|
|
Detailed Work Activities
What you might do in a day: |
- Execute sales or other financial transactions.
|
- Compile data or documentation.
|
- Enter information into databases or software programs.
|
|
- Collect deposits, payments or fees.
|
More at O*NET |
|
|
|
Other Resources
|
- CareerOneStop
resource for job seekers, students, businessess and career professionals
|
- O*NET Online
nation's primary source of occupational information
|
|
|
|
|
|
|