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U.S. Dept. of Labor code 43-4141.00Market Standard — pending BLS/OEWS enrichment

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.

What this job is about

Assist customers in opening and managing new accounts.

What this work involves, step by step

AI can help most with the planning, drafting, and paperwork below — not the hands-on parts.

  1. 1

    Perform teller duties

    Carry out necessary teller functions as required by customer transactions.

  2. 2

    Compile account information

    Gather and enter new account details into the computer system.

  3. 3

    Inform customers about services

    Explain procedures for services like ATM cards and direct deposits to customers.

  4. 4

    Interview customers

    Collect necessary information from customers to open accounts or rent safe-deposit boxes.

  5. 5

    Refer customers to specialists

    Direct customers to appropriate bank personnel for specific financial needs.

Tools used in this work
Microsoft ExcelMicrosoft Office softwareMicrosoft PowerPointMicrosoft SharePointMicrosoft Word

Free — no credit card required. 200 messages included.

New Accounts Clerks — SAL