Jobs / Office and administrative support / 43-4141.00

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.

US jobs
36,860
Median wage
$47,670 a year
Job family
Office and administrative support

Can agents do the work of new accounts clerks?

We read the evidence for the whole job family, Office and administrative support: Most tasks (no change in 12 months)

Agents complete 60% or more of the tasks (or projects) on two direct benchmarks from independent institutions.

Evidence: OSWorld-Verified, 90.2% of tasks completed; SpreadsheetBench, 83.1% of tasks completed.

16% of this occupation's work, by O*NET work activities, is measured by a direct benchmark.

  • 21%Execute financial transactionsNot measured
  • 9%Explain regulations, policies, or proceduresNot measured
  • 9%Explain technical details of products or servicesNot measured
  • 9%Assist others to access additional services or resourcesNot measured
  • 9%Interview people to obtain informationNot measured
  • 9%Collect fares or paymentsNot measured
  • 8%Respond to customer problems or inquiriesMeasured
  • 7%Distribute materials, supplies, or resourcesNot measured

Benchmarks for the job family

These cover work in office and administrative support, not always this occupation's tasks.

Direct evidence

Work benchmarks mapped primary to this family. They set the step when they report how many tasks agents complete.

Also relevant

These benchmarks cover part of this family's work, or have no result yet. They do not set its step.

Context only

These benchmarks span many occupations, or they test how agents behave. They give context but do not set the step.

Typical tasks

From O*NET 31.0. Core tasks first. Few of these tasks have a benchmark today.

  • 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.
  • Process loan applications.
  • Obtain credit records from reporting agencies.
Other job titles for this occupation (24)

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 · Admit Clerk · Bank Representative · Banking Services Clerk · Bilingual Personal Banker · Bilingual Spanish Personal Banker · Branch Service Specialist · Financial Services Officer · New Accounts Banking Representative · New Client Banking Services Clerk · Personal Banker Associate · Relationship Banking Specialist · Retail Banker · Retail Personal Banker · Safe Deposit Box Rental Clerk