How New Accounts Clerks stay on track

360° view of time spent on each project
New Accounts Clerks hourly rate: $18,15

How much could Monitask save you?

Annual savings

$
Сalculation is performed automatically upon data entry
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What is the job of the New Accounts Clerks

Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.

Key tasks of the New Accounts Clerks

  • 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.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Investigate and correct errors upon customers’ request, according to customer and bank records.
  • Execute wire transfers of funds.
  • Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.

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What other tasks a New Accounts Clerks may have

  • Process loan applications.

  • Obtain credit records from reporting agencies.
  • Schedule repairs for locks on safe-deposit boxes.
  • Perform foreign currency transactions and sell traveler’s checks.
  • Duplicate records for distribution to branch offices.

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Top reasons to use time tracking for New Accounts Clerks

Organize your paperwork and comply with legal requirements

Use Monitask for complete control over your employees' working hours and get information about the hours worked in the form of convenient reports.
Demonstrating the total number of hours spent each year helps support your business and increases transparency with your customers.

Receive more grants and investments

Proper time calculations will ensure that you have supporting documents and data to show when you apply for investments or search for new strategic partners.

Save on payroll and identify bottlenecks

Review daily timesheets and productivity scores to identify bottlenecks and ways to improve your operations quickly.
Implementing the correct time-tracking solution always results in reduced payroll costs for part-time and full-time employees, and companies can get more things done for each dollar they invest in their recruitment efforts.

Improve staffing and scheduling

Scheduling takes the guesswork out of the project's management.
By reviewing scheduling reports, managers can quickly identify efforts and estimated the workforce needed to complete the projects on time.

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