A typical day involves interviewing customers to gather information needed for opening checking, savings, or other deposit accounts, carefully explaining account features, fees, and requirements. They compile customer information, enter account data into banking systems, and file required documentation while ensuring accuracy and regulatory compliance. Much of their time is spent answering customer questions about available services like ATM cards, direct deposit, certificates of deposit, and safe-deposit boxes. They also perform basic teller duties when needed, collect deposits and fees, investigate and resolve account discrepancies, and refer customers to loan officers or financial advisors for more complex services. Throughout the day, they use Microsoft Office applications and specialized banking software to manage customer data and complete account processing tasks.
Individuals who excel in this role possess strong conventional tendencies, enjoying structured procedures and detailed administrative work while maintaining accuracy under time pressure. They demonstrate excellent interpersonal communication skills, feeling comfortable interviewing strangers and explaining complex financial information in clear, understandable terms. Successful New Accounts Clerks combine high dependability and attention to detail with the ability to build rapport quickly with diverse customers. They are comfortable with technology and learning new banking products, while maintaining the integrity and trustworthiness essential in financial services. People who enjoy helping others make important financial decisions while working in a stable, process-oriented environment typically find this role fulfilling.
While basic account opening processes are increasingly automated through online and mobile platforms, the human element remains important for complex accounts and customer education. Tasks involving compliance verification, problem-solving, and personalized service recommendations are less susceptible to automation, providing some job security for the role.
Postings appear within hours of going live on the source ATS. No aggregator lag. Direct from source.
| TERM | COUNT | FREQ | BAR | SOURCE ATTRIBUTION |
|---|---|---|---|---|
| tendency | 42 | 0.0151 | onet dimensi 100% | |
| others | 40 | 0.0144 | onet dimensi 95% dwas 2% | |
| equipment | 24 | 0.0087 | onet dimensi 96% dwas 4% | |
| customers | 20 | 0.0072 | onet tasks 35% dwas 25% | |
| financial | 19 | 0.0068 | inference 42% dwas 26% | |
| services | 17 | 0.0061 | inference 41% onet dimensi 35% | |
| customer | 16 | 0.0058 | inference 56% onet dimensi 25% | |
| principles | 16 | 0.0058 | onet dimensi 100% | |
| clerks | 16 | 0.0058 | wikipedia 69% inference 31% | |
| procedures | 12 | 0.0043 | onet dimensi 67% inference 17% | |
| includes | 12 | 0.0043 | onet dimensi 100% | |
| control | 12 | 0.0043 | onet dimensi 100% | |
| objects | 12 | 0.0043 | onet dimensi 100% | |
| accounts | 11 | 0.0040 | inference 73% onet tasks 27% | |
| banking | 11 | 0.0040 | inference 91% onet dimensi 9% | |
| materials | 11 | 0.0040 | onet dimensi 91% dwas 9% | |
| ideas | 11 | 0.0040 | onet dimensi 100% | |
| account | 10 | 0.0036 | inference 90% onet tasks 10% | |
| deposit | 10 | 0.0036 | onet tasks 60% inference 40% | |
| needed | 10 | 0.0036 | onet dimensi 70% inference 20% | |
| problems | 10 | 0.0036 | onet dimensi 90% dwas 10% | |
| techniques | 10 | 0.0036 | onet dimensi 100% | |
| quickly | 10 | 0.0036 | onet dimensi 90% inference 10% | |
| body | 10 | 0.0036 | onet dimensi 100% | |
| needs | 9 | 0.0032 | onet dimensi 89% onet tasks 11% | |
| personal | 9 | 0.0032 | onet dimensi 67% inference 22% | |
| sales | 9 | 0.0032 | dwas 44% onet dimensi 33% | |
| management | 9 | 0.0032 | onet dimensi 78% inference 22% | |
| human | 9 | 0.0032 | onet dimensi 78% inference 22% | |
| resources | 9 | 0.0032 | onet dimensi 100% |
Provenance Window — Full Source Record · 43-4141.00 · New Accounts Clerks 7 source blocks · click to expand
[Core] [54% incumbents] Perform teller duties as required. DWAs: Execute sales or other financial transactions. | Issue money, credit, or vouchers. [Core] [54% incumbents] Compile information about new accounts, enter account information into computers, and file related forms or other documents. DWAs: Compile data or documentation. | Enter information into databases or software programs. | Type documents. [Core] [54% incumbents] Collect and record customer deposits and fees and issue receipts, using computers. DWAs: Collect deposits, payments or fees. [Core] [54% incumbents] Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit. DWAs: Explain regulations, policies, or procedures. [Core] [54% incumbents] Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities. DWAs: Discuss goods or services information with customers or patrons. [Core] [54% incumbents] Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes. DWAs: Interview employees, customers, or others to collect information. [Core] [54% incumbents] Refer customers to appropriate bank personnel to meet their financial needs. DWAs: Refer customers to appropriate personnel. [Core] [54% incumbents] Investigate and correct errors upon customers' request, according to customer and bank records. DWAs: Respond to customer problems or complaints. [Core] [54% incumbents] Execute wire transfers of funds. DWAs: Execute sales or other financial transactions. [Supplemental] [54% incumbents] Process loan applications. DWAs: Execute sales or other financial transactions. [Supplemental] [54% incumbents] Obtain credit records from reporting agencies. DWAs: Obtain personal or financial information about customers or applicants. [Supplemental] [54% incumbents] Schedule repairs for locks on safe-deposit boxes. DWAs: Schedule appointments. [Supplemental] [54% incumbents] Perform foreign currency transactions and sell traveler's checks. DWAs: Sell products or services. | Execute sales or other financial transactions. [Supplemental] [54% incumbents] Duplicate records for distribution to branch offices. DWAs: Operate office equipment. [Core] [53% incumbents] Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults. DWAs: Distribute materials to employees or customers.
--- SKILLS --- Active Listening (imp:4.00 lvl:4.00) — Giving full attention to what other people are saying, taking time to understand Speaking (imp:4.00 lvl:3.88) — Talking to others to convey information effectively. Reading Comprehension (imp:3.50 lvl:3.62) — Understanding written sentences and paragraphs in work-related documents. Critical Thinking (imp:3.12 lvl:3.50) — Using logic and reasoning to identify the strengths and weaknesses of alternativ Monitoring (imp:3.12 lvl:3.00) — Monitoring/Assessing performance of yourself, other individuals, or organization Writing (imp:3.00 lvl:3.00) — Communicating effectively in writing as appropriate for the needs of the audienc Mathematics (imp:2.88 lvl:3.00) — Using mathematics to solve problems. Active Learning (imp:2.75 lvl:2.62) — Understanding the implications of new information for both current and future pr Learning Strategies (imp:2.50 lvl:2.12) — Selecting and using training/instructional methods and procedures appropriate fo Science (imp:1.00) — Using scientific rules and methods to solve problems. --- KNOWLEDGE --- Customer and Personal Service (imp:4.78 lvl:5.41) — Knowledge of principles and processes for providing customer and personal servic Sales and Marketing (imp:4.40 lvl:3.97) — Knowledge of principles and methods for showing, promoting, and selling products Administrative (imp:4.12 lvl:4.62) — Knowledge of administrative and office procedures and systems such as word proce English Language (imp:3.96 lvl:3.51) — Knowledge of the structure and content of the English language including the mea Computers and Electronics (imp:3.53 lvl:4.04) — Knowledge of circuit boards, processors, chips, electronic equipment, and comput Mathematics (imp:3.47 lvl:4.05) — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their appl Economics and Accounting (imp:3.34 lvl:3.17) — Knowledge of economic and accounting principles and practices, the financial mar Public Safety and Security (imp:3.14 lvl:2.85) — Knowledge of relevant equipment, policies, procedures, and strategies to promote Education and Training (imp:3.10 lvl:3.03) — Knowledge of principles and methods for curriculum and training design, teaching Administration and Management (imp:2.96 lvl:2.96) — Knowledge of business and management principles involved in strategic planning, Law and Government (imp:2.86 lvl:2.42) — Knowledge of laws, legal codes, court procedures, precedents, government regulat Psychology (imp:2.13 lvl:1.62) — Knowledge of human behavior and performance; individual differences in ability, Communications and Media (imp:2.11 lvl:2.11) — Knowledge of media production, communication, and dissemination techniques and m Production and Processing (imp:2.06 lvl:1.80) — Knowledge of raw materials, production processes, quality control, costs, and ot Personnel and Human Resources (imp:2.02 lvl:1.60) — Knowledge of principles and procedures for personnel recruitment, selection, tra Foreign Language (imp:1.92 lvl:0.96) — Knowledge of the structure and content of a foreign (non-English) language inclu Telecommunications (imp:1.83) — Knowledge of transmission, broadcasting, switching, control, and operation of te Sociology and Anthropology (imp:1.54) — Knowledge of group behavior and dynamics, societal trends and influences, human Engineering and Technology (imp:1.31) — Knowledge of the practical application of engineering science and technology. Th Philosophy and Theology (imp:1.26) — Knowledge of different philosophical systems and religions. This includes their Therapy and Counseling (imp:1.20) — Knowledge of principles, methods, and procedures for diagnosis, treatment, and r Mechanical (imp:1.18) — Knowledge of machines and tools, including their designs, uses, repair, and main Geography (imp:1.13) — Knowledge of principles and methods for describing the features of land, sea, an Design (imp:1.06) — Knowledge of design techniques, tools, and principles involved in production of Physics (imp:1.06) — Knowledge and prediction of physical principles, laws, their interrelationships, Chemistry (imp:1.03) — Knowledge of the chemical composition, structure, and properties of substances a Transportation (imp:1.03) — Knowledge of principles and methods for moving people or goods by air, rail, sea History and Archeology (imp:1.02) — Knowledge of historical events and their causes, indicators, and effects on civi Food Production (imp:1.00) — Knowledge of techniques and equipment for planting, growing, and harvesting food Building and Construction (imp:1.00) — Knowledge of materials, methods, and the tools involved in the construction or r Biology (imp:1.00) — Knowledge of plant and animal organisms, their tissues, cells, functions, interd Medicine and Dentistry (imp:1.00) — Knowledge of the information and techniques needed to diagnose and treat human i Fine Arts (imp:1.00) — Knowledge of the theory and techniques required to compose, produce, and perform --- ABILITIES --- Oral Comprehension (imp:4.00 lvl:4.00) — The ability to listen to and understand information and ideas presented through Oral Expression (imp:4.00 lvl:4.00) — The ability to communicate information and ideas in speaking so others will unde Written Comprehension (imp:3.75 lvl:4.00) — The ability to read and understand information and ideas presented in writing. Near Vision (imp:3.75 lvl:3.88) — The ability to see details at close range (within a few feet of the observer). Speech Recognition (imp:3.62 lvl:3.62) — The ability to identify and understand the speech of another person. Speech Clarity (imp:3.62 lvl:3.12) — The ability to speak clearly so others can understand you. Deductive Reasoning (imp:3.25 lvl:3.12) — The ability to apply general rules to specific problems to produce answers that Problem Sensitivity (imp:3.12 lvl:2.88) — The ability to tell when something is wrong or is likely to go wrong. It does no Inductive Reasoning (imp:3.12 lvl:3.00) — The ability to combine pieces of information to form general rules or conclusion Information Ordering (imp:3.12 lvl:3.00) — The ability to arrange things or actions in a certain order or pattern according Written Expression (imp:3.00 lvl:3.00) — The ability to communicate information and ideas in writing so others will under Mathematical Reasoning (imp:3.00 lvl:2.75) — The ability to choose the right mathematical methods or formulas to solve a prob Category Flexibility (imp:2.88 lvl:2.75) — The ability to generate or use different sets of rules for combining or grouping Number Facility (imp:2.88 lvl:2.88) — The ability to add, subtract, multiply, or divide quickly and correctly. Perceptual Speed (imp:2.75 lvl:2.12) — The ability to quickly and accurately compare similarities and differences among Selective Attention (imp:2.75 lvl:2.12) — The ability to concentrate on a task over a period of time without being distrac Fluency of Ideas (imp:2.62 lvl:2.38) — The ability to come up with a number of ideas about a topic (the number of ideas Memorization (imp:2.62 lvl:2.25) — The ability to remember information such as words, numbers, pictures, and proced Speed of Closure (imp:2.50 lvl:2.12) — The ability to quickly make sense of, combine, and organize information into mea Flexibility of Closure (imp:2.50 lvl:2.00) — The ability to identify or detect a known pattern (a figure, object, word, or so Time Sharing (imp:2.50 lvl:2.12) — The ability to shift back and forth between two or more activities or sources of Finger Dexterity (imp:2.38 lvl:1.88) — The ability to make precisely coordinated movements of the fingers of one or bot Far Vision (imp:2.25 lvl:2.00) — The ability to see details at a distance. Originality (imp:2.12 lvl:1.75) — The ability to come up with unusual or clever ideas about a given topic or situa Auditory Attention (imp:2.12 lvl:2.00) — The ability to focus on a single source of sound in the presence of other distra Visualization (imp:2.00 lvl:1.88) — The ability to imagine how something will look after it is moved around or when Arm-Hand Steadiness (imp:1.88 lvl:1.00) — The ability to keep your hand and arm steady while moving your arm or while hold Manual Dexterity (imp:1.88 lvl:1.50) — The ability to quickly move your hand, your hand together with your arm, or your Control Precision (imp:1.88 lvl:1.12) — The ability to quickly and repeatedly adjust the controls of a machine or a vehi Trunk Strength (imp:1.88 lvl:1.38) — The ability to use your abdominal and lower back muscles to support part of the Hearing Sensitivity (imp:1.75 lvl:1.25) — The ability to detect or tell the differences between sounds that vary in pitch Visual Color Discrimination (imp:1.62 lvl:0.88) — The ability to match or detect differences between colors, including shades of c Wrist-Finger Speed (imp:1.50 lvl:0.75) — The ability to make fast, simple, repeated movements of the fingers, hands, and Dynamic Strength (imp:1.38 lvl:0.38) — The ability to exert muscle force repeatedly or continuously over time. This inv Explosive Strength (imp:1.25 lvl:0.25) — The ability to use short bursts of muscle force to propel oneself (as in jumping Stamina (imp:1.25 lvl:0.25) — The ability to exert yourself physically over long periods of time without getti Gross Body Coordination (imp:1.25 lvl:0.25) — The ability to coordinate the movement of your arms, legs, and torso together wh Gross Body Equilibrium (imp:1.12 lvl:0.12) — The ability to keep or regain your body balance or stay upright when in an unsta Spatial Orientation (imp:1.00) — The ability to know your location in relation to the environment or to know wher Multilimb Coordination (imp:1.00) — The ability to coordinate two or more limbs (for example, two arms, two legs, or Response Orientation (imp:1.00) — The ability to choose quickly between two or more movements in response to two o Rate Control (imp:1.00) — The ability to time your movements or the movement of a piece of equipment in an Reaction Time (imp:1.00) — The ability to quickly respond (with the hand, finger, or foot) to a signal (sou Speed of Limb Movement (imp:1.00) — The ability to quickly move the arms and legs. Static Strength (imp:1.00) — The ability to exert maximum muscle force to lift, push, pull, or carry objects. Extent Flexibility (imp:1.00) — The ability to bend, stretch, twist, or reach with your body, arms, and/or legs. Dynamic Flexibility (imp:1.00) — The ability to quickly and repeatedly bend, stretch, twist, or reach out with yo Night Vision (imp:1.00) — The ability to see under low-light conditions. Peripheral Vision (imp:1.00) — The ability to see objects or movement of objects to one's side when the eyes ar Depth Perception (imp:1.00) — The ability to judge which of several objects is closer or farther away from you Glare Sensitivity (imp:1.00) — The ability to see objects in the presence of a glare or bright lighting. Sound Localization (imp:1.00) — The ability to tell the direction from which a sound originated. --- WORK ACTIVITIES --- Getting Information (imp:4.36 lvl:2.53) — Observing, receiving, and otherwise obtaining information from all relevant sour Communicating with Supervisors, Peers, or Subordinates (imp:4.10 lvl:3.73) — Providing information to supervisors, co-workers, and subordinates by telephone, Establishing and Maintaining Interpersonal Relationships (imp:4.06 lvl:4.40) — Developing constructive and cooperative working relationships with others, and m Evaluating Information to Determine Compliance with Standards (imp:3.89 lvl:3.16) — Using relevant information and individual judgment to determine whether events o Making Decisions and Solving Problems (imp:3.88 lvl:3.37) — Analyzing information and evaluating results to choose the best solution and sol Performing for or Working Directly with the Public (imp:3.78 lvl:3.82) — Performing for people or dealing directly with the public. This includes serving Resolving Conflicts and Negotiating with Others (imp:3.67 lvl:3.63) — Handling complaints, settling disputes, and resolving grievances and conflicts, Working with Computers (imp:3.66 lvl:2.93) — Using computers and computer systems (including hardware and software) to progra Monitoring Processes, Materials, or Surroundings (imp:3.65 lvl:3.59) — Monitoring and reviewing information from materials, events, or the environment, Processing Information (imp:3.49 lvl:3.51) — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying Updating and Using Relevant Knowledge (imp:3.42 lvl:3.63) — Keeping up-to-date technically and applying new knowledge to your job. Identifying Objects, Actions, and Events (imp:3.37 lvl:2.16) — Identifying information by categorizing, estimating, recognizing differences or Organizing, Planning, and Prioritizing Work (imp:3.30 lvl:3.95) — Developing specific goals and plans to prioritize, organize, and accomplish your Communicating with People Outside the Organization (imp:3.30 lvl:2.75) — Communicating with people outside the organization, representing the organizatio Selling or Influencing Others (imp:3.30 lvl:3.49) — Convincing others to buy merchandise/goods or to otherwise change their minds or Assisting and Caring for Others (imp:3.07 lvl:2.39) — Providing personal assistance, medical attention, emotional support, or other pe Guiding, Directing, and Motivating Subordinates (imp:3.03 lvl:2.26) — Providing guidance and direction to subordinates, including setting performance Training and Teaching Others (imp:2.99 lvl:2.16) — Identifying the educational needs of others, developing formal educational or tr Coaching and Developing Others (imp:2.96 lvl:3.05) — Identifying the developmental needs of others and coaching, mentoring, or otherw Judging the Qualities of Objects, Services, or People (imp:2.85 lvl:2.62) — Assessing the value, importance, or quality of things or people. Developing and Building Teams (imp:2.78 lvl:2.09) — Encouraging and building mutual trust, respect, and cooperation among team membe Documenting/Recording Information (imp:2.70 lvl:1.72) — Entering, transcribing, recording, storing, or maintaining information in writte Performing Administrative Activities (imp:2.68 lvl:2.71) — Performing day-to-day administrative tasks such as maintaining information files Developing Objectives and Strategies (imp:2.66 lvl:2.17) — Establishing long-range objectives and specifying the strategies and actions to Coordinating the Work and Activities of Others (imp:2.66 lvl:2.10) — Getting members of a group to work together to accomplish tasks. Analyzing Data or Information (imp:2.60 lvl:2.17) — Identifying the underlying principles, reasons, or facts of information by break Scheduling Work and Activities (imp:2.47 lvl:1.91) — Scheduling events, programs, and activities, as well as the work of others. Interpreting the Meaning of Information for Others (imp:2.46 lvl:1.92) — Translating or explaining what information means and how it can be used. Inspecting Equipment, Structures, or Materials (imp:2.37 lvl:2.02) — Inspecting equipment, structures, or materials to identify the cause of errors o Controlling Machines and Processes (imp:2.31 lvl:1.53) — Using either control mechanisms or direct physical activity to operate machines Thinking Creatively (imp:2.29 lvl:1.63) — Developing, designing, or creating new applications, ideas, relationships, syste Providing Consultation and Advice to Others (imp:2.28 lvl:1.78) — Providing guidance and expert advice to management or other groups on technical, Performing General Physical Activities (imp:2.21 lvl:1.57) — Performing general physical activities includes doing activities that require co Staffing Organizational Units (imp:2.08 lvl:1.54) — Recruiting, interviewing, selecting, hiring, and promoting employees in an organ Handling and Moving Objects (imp:1.97 lvl:1.79) — Using hands and arms in handling, installing, positioning, and moving materials, Estimating the Quantifiable Characteristics of Products, Events, or Information (imp:1.89 lvl:1.40) — Estimating sizes, distances, and quantities; or determining time, costs, resourc Monitoring and Controlling Resources (imp:1.78 lvl:1.17) — Monitoring and controlling resources and overseeing the spending of money. Operating Vehicles, Mechanized Devices, or Equipment (imp:1.38) — Running, maneuvering, navigating, or driving vehicles or mechanized equipment, s Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment (imp:1.16) — Providing documentation, detailed instructions, drawings, or specifications to t Repairing and Maintaining Electronic Equipment (imp:1.14) — Servicing, repairing, calibrating, regulating, fine-tuning, or testing machines, Repairing and Maintaining Mechanical Equipment (imp:1.13) — Servicing, repairing, adjusting, and testing machines, devices, moving parts, an --- WORK STYLES --- Dependability (imp:5.00) — A tendency to be reliable, responsible, and consistent in meeting work-related o Attention to Detail (imp:4.00) — A tendency to be detail-oriented, organized, and thorough in completing work. Integrity (imp:3.00) — A tendency to be honest and ethical at work. Dependability (imp:2.65) — A tendency to be reliable, responsible, and consistent in meeting work-related o Attention to Detail (imp:2.44) — A tendency to be detail-oriented, organized, and thorough in completing work. Cooperation (imp:2.26) — A tendency to be pleasant, helpful, and willing to assist others at work. Social Orientation (imp:2.24) — A tendency to seek out, enjoy, and be energized by social interaction at work. Integrity (imp:2.24) — A tendency to be honest and ethical at work. Cooperation (imp:2.00) — A tendency to be pleasant, helpful, and willing to assist others at work. Self-Control (imp:1.70) — A tendency to remain calm and composed and to manage emotions effectively in res Cautiousness (imp:1.69) — A tendency to be careful, deliberate, and risk-avoidant when making work-related Sincerity (imp:1.60) — A tendency to be genuine and sincere in interactions with others at work, withou Empathy (imp:1.43) — A tendency to show concern for others and be sensitive to others' needs and feel Optimism (imp:1.39) — A tendency to exhibit a positive attitude and positive emotions at work, even un Self-Confidence (imp:1.18) — A tendency to believe in one's work-related capabilities and ability to control Initiative (imp:1.07) — A tendency to be proactive and take on extra responsibilities and tasks that may Stress Tolerance (imp:1.07) — A tendency to cope and function effectively in stressful situations at work. Adaptability (imp:1.05) — A tendency to be open to and comfortable with change, new experiences, or ideas Social Orientation (imp:1.00) — A tendency to seek out, enjoy, and be energized by social interaction at work. Achievement Orientation (imp:0.99) — A tendency to establish and maintain personally challenging work-related goals, Perseverance (imp:0.93) — A tendency to exhibit determination and resolve to perform or complete tasks in Humility (imp:0.78) — A tendency to be modest and humble when interacting with others at work. Leadership Orientation (imp:0.34) — A tendency to lead, take charge, offer opinions, and provide direction at work. Intellectual Curiosity (imp:0.33) — A tendency to seek out and acquire new work-related knowledge and obtain a deep Tolerance for Ambiguity (imp:0.10) — A tendency to be comfortable with ambiguity and uncertainty at work. Innovation () — A tendency to be inventive, to be imaginative, and to adopt new perspectives on Achievement Orientation () — A tendency to establish and maintain personally challenging work-related goals, Intellectual Curiosity () — A tendency to seek out and acquire new work-related knowledge and obtain a deep Tolerance for Ambiguity () — A tendency to be comfortable with ambiguity and uncertainty at work. Initiative () — A tendency to be proactive and take on extra responsibilities and tasks that may Adaptability () — A tendency to be open to and comfortable with change, new experiences, or ideas Self-Confidence () — A tendency to believe in one's work-related capabilities and ability to control Perseverance () — A tendency to exhibit determination and resolve to perform or complete tasks in Leadership Orientation () — A tendency to lead, take charge, offer opinions, and provide direction at work. Humility () — A tendency to be modest and humble when interacting with others at work. Sincerity () — A tendency to be genuine and sincere in interactions with others at work, withou Empathy () — A tendency to show concern for others and be sensitive to others' needs and feel Optimism () — A tendency to exhibit a positive attitude and positive emotions at work, even un Cautiousness () — A tendency to be careful, deliberate, and risk-avoidant when making work-related Stress Tolerance () — A tendency to cope and function effectively in stressful situations at work. Self-Control () — A tendency to remain calm and composed and to manage emotions effectively in res Innovation (imp:-0.32) — A tendency to be inventive, to be imaginative, and to adopt new perspectives on --- TRANSFERABLE SKILLS --- Service Orientation (imp:3.38 lvl:3.38) — Actively looking for ways to help people. Social Perceptiveness (imp:3.25 lvl:3.00) — Being aware of others' reactions and understanding why they react as they do. Coordination (imp:3.12 lvl:2.88) — Adjusting actions in relation to others' actions. Persuasion (imp:3.00 lvl:2.88) — Persuading others to change their minds or behavior. Judgment and Decision Making (imp:3.00 lvl:3.00) — Considering the relative costs and benefits of potential actions to choose the m Time Management (imp:2.88 lvl:2.50) — Managing one's own time and the time of others. Complex Problem Solving (imp:2.75 lvl:2.62) — Identifying complex problems and reviewing related information to develop and ev Negotiation (imp:2.38 lvl:2.00) — Bringing others together and trying to reconcile differences. Instructing (imp:2.38 lvl:2.00) — Teaching others how to do something. Systems Analysis (imp:2.38 lvl:2.00) — Determining how a system should work and how changes in conditions, operations, Management of Personnel Resources (imp:2.12 lvl:1.75) — Motivating, developing, and directing people as they work, identifying the best Systems Evaluation (imp:2.00 lvl:2.00) — Identifying measures or indicators of system performance and the actions needed Programming (imp:1.62 lvl:0.75) — Writing computer programs for various purposes. Operations Monitoring (imp:1.62 lvl:0.75) — Watching gauges, dials, or other indicators to make sure a machine is working pr Quality Control Analysis (imp:1.62 lvl:0.62) — Conducting tests and inspections of products, services, or processes to evaluate Operations Analysis (imp:1.38 lvl:0.38) — Analyzing needs and product requirements to create a design. Management of Financial Resources (imp:1.38 lvl:0.50) — Determining how money will be spent to get the work done, and accounting for the Technology Design (imp:1.25 lvl:0.25) — Generating or adapting equipment and technology to serve user needs. Operation and Control (imp:1.25 lvl:0.25) — Controlling operations of equipment or systems. Management of Material Resources (imp:1.12 lvl:0.12) — Obtaining and seeing to the appropriate use of equipment, facilities, and materi Equipment Selection (imp:1.00) — Determining the kind of tools and equipment needed to do a job. Installation (imp:1.00) — Installing equipment, machines, wiring, or programs to meet specifications. Equipment Maintenance (imp:1.00) — Performing routine maintenance on equipment and determining when and what kind o Troubleshooting (imp:1.00) — Determining causes of operating errors and deciding what to do about it. Repairing (imp:1.00) — Repairing machines or systems using the needed tools.
--- NATIONAL WAGES --- total_employment : 36,860 annual_median : $47,670 annual_pct10 : $38,180 annual_pct25 : $43,920 annual_pct75 : $55,100 annual_pct90 : $60,910 annual_mean : $49,370 hourly_median : $22.92 --- GEOGRAPHIC DISPERSION --- highest_state : District of Columbia ($60,990) lowest_state : Puerto Rico ($29,630) dispersion_ratio : 2.058x --- TOP STATES BY WAGE (46 total) --- Finance and Insurance emp: 35,830 median: $ 47,630 Management of Companies and Enterprises emp: 780 median: $ 49,350 Administrative and Support and Waste Management and Remediation Services emp: 90 median: $ 46,570 Professional, Scientific, and Technical Services emp: 40 median: $ 47,600 --- TOP INDUSTRIES BY EMPLOYMENT (4 total) --- Finance and Insurance emp: 35,830 median: $ 47,630 Management of Companies and Enterprises emp: 780 median: $ 49,350 Administrative and Support and Waste Management and Remediation Services emp: 90 median: $ 46,570 Professional, Scientific, and Technical Services emp: 40 median: $ 47,600
exact_match_status : no_exact_match matched_title : N/A match_score : 0.0000 wikidata_qid : N/A word_count : 0 wikipedia_url : N/A license : CC BY-SA 4.0 fetched_at : 2026-06-02T22:26:31.181697Z --- SEMANTIC NEIGHBORS (5) --- Title: Clerks II (similarity: 0.4286) URL: https://en.wikipedia.org/wiki/Clerks_II QID: Q784514 Extract: Clerks II is a 2006 American black comedy film written and directed by Kevin Smith. It is the sequel to Clerks (1994) and the sixth feature film to be set in the View Askewniverse. The film stars Brian O'Halloran, Jeff Anderson, Rosario Dawson, Trevor Fehrman, Jennifer Schwalbach Smith, Jason Mewes, Title: Bookkeeping (similarity: 0.0667) URL: https://en.wikipedia.org/wiki/Bookkeeping QID: Q3707847 Extract: Bookkeeping is the record of financial transactions that occur in business daily or any time so as to have a proper and accurate financial report. Title: Lisa Spoonauer (similarity: 0.3030) URL: https://en.wikipedia.org/wiki/Lisa_Spoonauer QID: Q3242448 Extract: Lisa Ann Spoonauer was an American character actress best known for the role of Caitlin Bree in Clerks, which she reprised for an episode of Clerks: The Animated Series. Title: Law clerk (similarity: 0.5000) URL: https://en.wikipedia.org/wiki/Law_clerk QID: Q883231 Extract: A law clerk, judicial clerk, or judicial assistant is a person, often a lawyer, who provides direct counsel and assistance to a judge or lawyer by researching issues and drafting legal opinions for cases before the court. Judicial clerks often play significant roles in the formation of case law thro Title: Kevin Smith (similarity: 0.2000) URL: https://en.wikipedia.org/wiki/Kevin_Smith QID: Q489831 Extract: Kevin Patrick Smith is an American filmmaker. He came to prominence with the low-budget comedy film Clerks (1994), which he wrote, directed, co-produced, co-edited, and acted in as the character Silent Bob of stoner duo Jay and Silent Bob. These characters also appeared in Smith's later films Mallra
model_pass1 : claude-sonnet-4-20250514
model_pass2 : claude-haiku-4-5-20251001
inference_confidence : high
confidence_notes : Strong confidence based on detailed O*NET data covering skills, knowledge, abilities, and tasks. Clear occupational boundaries and well-defined role within financial services sector.
inferred_at : 2026-06-03T22:27:47.128003+00:00
tokens_input : 4,547
tokens_output : 4,421
cost_usd : $0.048837
wikipedia_used : False
wikipedia_title : None
wikipedia_note : No exact Wikipedia match found for New Accounts Clerks, with the closest being generic data entry clerk roles. The specialized nature of banking account opening makes this a distinct occupational category.
--- PROSE FIELDS ---
ROLE SUMMARY:
New Accounts Clerks serve as the front-line representatives in banks and financial institutions, interviewing customers who want to open new accounts and explaining available banking services. They combine administrative precision with customer service skills to process applications, collect required documentation, and guide customers through account setup procedures. This role requires strong communication abilities and detailed knowledge of banking products and regulatory compliance.
DAY IN THE LIFE:
A typical day involves interviewing customers to gather information needed for opening checking, savings, or other deposit accounts, carefully explaining account features, fees, and requirements. They compile customer information, enter account data into banking systems, and file required documentation while ensuring accuracy and regulatory compliance. Much of their time is spent answering customer questions about available services like ATM cards, direct deposit, certificates of deposit, and safe-deposit boxes. They also perform basic teller duties when needed, collect deposits and fees, investigate and resolve account discrepancies, and refer customers to loan officers or financial advisors for more complex services. Throughout the day, they use Microsoft Office applications and specialized banking software to manage customer data and complete account processing tasks.
WHO THRIVES:
Individuals who excel in this role possess strong conventional tendencies, enjoying structured procedures and detailed administrative work while maintaining accuracy under time pressure. They demonstrate excellent interpersonal communication skills, feeling comfortable interviewing strangers and explaining complex financial information in clear, understandable terms. Successful New Accounts Clerks combine high dependability and attention to detail with the ability to build rapport quickly with diverse customers. They are comfortable with technology and learning new banking products, while maintaining the integrity and trustworthiness essential in financial services. People who enjoy helping others make important financial decisions while working in a stable, process-oriented environment typically find this role fulfilling.
CAREER ENTRY:
Most positions require a high school diploma or equivalent (45.6% of workers), with many employers preferring some college coursework (28.2%) or post-secondary certificates (15.4%) in business, finance, or related fields. Entry-level candidates typically receive extensive on-the-job training covering banking regulations, product knowledge, customer service protocols, and computer systems. Previous customer service experience, particularly in retail or hospitality, provides valuable preparation for the interpersonal aspects of the role. Many banks prefer candidates with basic computer skills and familiarity with Microsoft Office applications.
CAREER TRAJECTORY:
New Accounts Clerks often advance to senior customer service roles, personal banker positions, or specialized areas like loan processing within 2-3 years of experience. The role serves as an excellent stepping stone to loan officer positions, financial services sales roles, or branch management opportunities. With additional education and licensing, some professionals transition into securities sales, personal financial advising, or credit analysis. The comprehensive exposure to banking operations and customer relationships provides a strong foundation for various financial services careers.
MARKET INTELLIGENCE:
According to BLS OEWS May 2025 data, New Accounts Clerks earn a median annual wage of $47,670, with entry-level positions starting around $38,180 and experienced workers earning up to $60,910. The field employs 36,860 workers nationally, with 97% concentrated in the Finance and Insurance sector. Geographic wage variation is moderate, with the District of Columbia offering the highest pay at $60,990 and Puerto Rico the lowest at $29,630, representing a 2.06x ratio. Employment is stable but may face gradual decline due to digital banking trends and automated account opening processes. However, complex account types and regulatory requirements continue to require human expertise, particularly in commercial banking and wealth management services.
AUTOMATION OUTLOOK:
While basic account opening processes are increasingly automated through online and mobile platforms, the human element remains important for complex accounts and customer education. Tasks involving compliance verification, problem-solving, and personalized service recommendations are less susceptible to automation, providing some job security for the role.
--- REASONED EDGES ---
[task_similarity] Tellers (43-3071.00) — confidence:high
reasoning: Both roles share core banking tasks including collecting deposits, issuing receipts, and performing financial transactions as evidenced by overlapping task descriptions.
data: Perform teller duties as required
data: Collect and record customer deposits and fees
[skill_overlap] Customer Service Representatives (43-4051.00) — confidence:high
reasoning: Strong overlap in customer service skills with both roles requiring Active Listening (4.0 importance), Speaking (4.0), and customer service knowledge (4.8 importance).
data: Active Listening (imp:4.0)
data: Customer and Personal Service (imp:4.8)
[knowledge_overlap] Loan Interviewers and Clerks (43-4131.00) — confidence:high
reasoning: Both roles require interviewing customers and processing financial applications, sharing Administrative knowledge (4.1 importance) and customer interaction skills.
data: Interview customers to obtain information
data: Administrative knowledge (imp:4.1)
[career_pathway] Securities, Commodities, and Financial Services Sales Agents (41-3031.00) — confidence:medium
reasoning: Natural progression path as both roles require Sales and Marketing knowledge (4.4 importance) and explaining financial services to customers.
data: Sales and Marketing knowledge (imp:4.4)
data: Answer customers' questions and explain available services
[career_pathway] Loan Officers (13-2072.00) — confidence:medium
reasoning: Career advancement path sharing Economics and Accounting knowledge (3.3 importance) and loan application processing tasks.
data: Process loan applications
data: Economics and Accounting knowledge (imp:3.3)
[riasec_cluster] Brokerage Clerks (43-4011.00) — confidence:high
reasoning: Both roles exhibit strong Conventional RIASEC orientation (6.86) with detailed administrative work in financial services environments.
data: C:6.86 RIASEC score
data: Finance and Insurance sector employment
[job_zone] Credit Authorizers, Checkers, and Clerks (43-4041.00) — confidence:high
reasoning: Both occupy Job Zone 3 requiring medium preparation and share financial services administrative responsibilities.
data: Job Zone 3 classification
data: Financial services focus
--- NORMALIZER SIGNALS ---
match_keywords : ['new accounts', 'account opening', 'banking clerk', 'financial services clerk', 'deposit accounts', 'customer accounts', 'banking representative', 'account specialist']
exclude_keywords : ['loan officer', 'financial advisor', 'insurance', 'securities trader', 'investment']
title_patterns : ['New Accounts', 'Banking Services', 'Account Representative', 'Financial Service Representative', 'Member Service']
common_variations: ['New Accounts Clerk', 'New Accounts Representative', 'Banking Services Representative', 'Account Opening Specialist', 'Financial Services Clerk', 'Member Service Representative', 'Customer Service Specialist', 'Banking Representative']
total_terms : 40 top_words : ['tendency', 'others', 'equipment', 'customers', 'financial', 'services', 'customer', 'principles', 'clerks', 'procedures', 'includes', 'control', 'objects', 'accounts', 'banking', 'materials', 'ideas', 'account', 'deposit', 'needed'] source_layers : onet_tasks | onet_dimensions | dwas | wikipedia | inference TERM COUNT FREQ DOMINANT SOURCE SOURCE BREAKDOWN ────────────────────────────────────────────────────────────────────────────────────────── tendency 42 0.01514 onet_dimensions onet_dimensions:100% others 40 0.01442 onet_dimensions onet_dimensions:95% dwas:2% inference:2% equipment 24 0.00865 onet_dimensions onet_dimensions:96% dwas:4% customers 20 0.00721 onet_tasks onet_tasks:35% dwas:25% inference:25% financial 19 0.00685 inference inference:42% dwas:26% onet_dimensions:16% services 17 0.00613 inference inference:41% onet_dimensions:35% onet_tasks:12% customer 16 0.00577 inference inference:56% onet_dimensions:25% onet_tasks:12% principles 16 0.00577 onet_dimensions onet_dimensions:100% clerks 16 0.00577 wikipedia wikipedia:69% inference:31% procedures 12 0.00433 onet_dimensions onet_dimensions:67% inference:17% onet_tasks:8% includes 12 0.00433 onet_dimensions onet_dimensions:100% control 12 0.00433 onet_dimensions onet_dimensions:100% objects 12 0.00433 onet_dimensions onet_dimensions:100% accounts 11 0.00396 inference inference:73% onet_tasks:27% banking 11 0.00396 inference inference:91% onet_dimensions:9% materials 11 0.00396 onet_dimensions onet_dimensions:91% dwas:9% ideas 11 0.00396 onet_dimensions onet_dimensions:100% account 10 0.00361 inference inference:90% onet_tasks:10% deposit 10 0.00361 onet_tasks onet_tasks:60% inference:40% needed 10 0.00361 onet_dimensions onet_dimensions:70% inference:20% onet_tasks:10% problems 10 0.00361 onet_dimensions onet_dimensions:90% dwas:10% techniques 10 0.00361 onet_dimensions onet_dimensions:100% quickly 10 0.00361 onet_dimensions onet_dimensions:90% inference:10% body 10 0.00361 onet_dimensions onet_dimensions:100% needs 9 0.00324 onet_dimensions onet_dimensions:89% onet_tasks:11% personal 9 0.00324 onet_dimensions onet_dimensions:67% inference:22% dwas:11% sales 9 0.00324 dwas dwas:44% onet_dimensions:33% inference:22% management 9 0.00324 onet_dimensions onet_dimensions:78% inference:22% human 9 0.00324 onet_dimensions onet_dimensions:78% inference:22% resources 9 0.00324 onet_dimensions onet_dimensions:100% production 9 0.00324 onet_dimensions onet_dimensions:89% wikipedia:11% events 9 0.00324 onet_dimensions onet_dimensions:89% wikipedia:11% activities 9 0.00324 onet_dimensions onet_dimensions:100% orientation 9 0.00324 onet_dimensions onet_dimensions:100% applications 8 0.00288 onet_dimensions onet_dimensions:50% inference:38% onet_tasks:12% monitoring 8 0.00288 onet_dimensions onet_dimensions:100% problem 8 0.00288 onet_dimensions onet_dimensions:88% inference:12% rules 8 0.00288 onet_dimensions onet_dimensions:100% providing 8 0.00288 onet_dimensions onet_dimensions:88% inference:12% standards 8 0.00288 onet_dimensions onet_dimensions:100%