Assessment Template For New Accounts Clerks
New Accounts Clerks
Hiring success rate
83% hiring better
Test Used
16509 times
Popular Job Roles
Occupation-Specific
Technology Skills
Enterprise resource planning ERP software
Tasks
- 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.
Technology Skills
Enterprise resource planning ERP software
DCI iCore, Microsoft Dynamics GP
Presentation software
Microsoft PowerPoint
Data base user interface and query software
Corporate Information Factory CIF, Fiserv financial services software, Harland Financial Solutions DepositPro
Electronic mail software
Email software, IBM Lotus Notes
Financial analysis software
Financial needs analysis software, Systems Union Group MIS DecisionWare
Worker Requirements
Technology Skills
Enterprise resource planning ERP software
Skills
Active Listening
Knowledge
Customer and Personal Service
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.
Knowledge
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.
Worker Characteristics
Technology Skills
Enterprise resource planning ERP software
Skills
Active Listening
Knowledge
Customer and Personal Service
Abilities
Oral Comprehension
Interests
Conventional
Work Values
Support
Work Styles
Integrity
Abilities
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.
Interests
Conventional
Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Enterprising
Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
Social
Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
Work Values
Support
Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
Relationships
Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
Independence
Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Work Styles
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.
Our platform will answer your questions:
What are your candidate's cognitive abilities?- What's your candidate’s capacity to learn and grow?
- How will your candidates behave in the workplace?
- What drives your candidates to engage in action?