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O*NET-SOC 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.

From O*NET 30.3

Tasks

From O*NET 30.3, by importance, as O*NET OnLine lists them

Free · O*NET 30.3
  1. Perform teller duties as required.Core4730
  2. Process loan applications.Supplemental20141
  3. Compile information about new accounts, enter account information into computers, and file related forms or other documents.Core4723
  4. Collect and record customer deposits and fees and issue receipts, using computers.Core4728
  5. Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.Core4726
  6. Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.Core4722
  7. Obtain credit records from reporting agencies.Supplemental4727
  8. Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.Core4725
  9. Refer customers to appropriate bank personnel to meet their financial needs.Core4724
  10. Investigate and correct errors upon customers' request, according to customer and bank records.Core4729
  11. Execute wire transfers of funds.Core4731
  12. Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.Core4733
  13. Schedule repairs for locks on safe-deposit boxes.Supplemental4735
  14. Perform foreign currency transactions and sell traveler's checks.Supplemental4734
  15. Duplicate records for distribution to branch offices.Supplemental4732

Technology Skills

From O*NET 30.3, 17 examples in 11 categories, 5 Hot Technology

Free · O*NET 30.3

Data base user interface and query software

  • Corporate Information Factory CIF
  • Fiserv financial services software
  • Harland Financial Solutions DepositPro

Enterprise resource planning ERP software

  • DCI iCore
  • Microsoft Dynamics GP

Electronic mail software

  • Email software
  • IBM Lotus Notes

Financial analysis software

  • Financial needs analysis software
  • Systems Union Group MIS DecisionWare

Customer relationship management CRM software

  • IPS-Sendero Relationship Profitability Manager Catalyst

Spreadsheet software

  • Microsoft ExcelHot TechnologyIn Demand

Internet browser software

  • Microsoft Internet Explorer
  • Web browser software

Office suite software

  • Microsoft Office softwareHot TechnologyIn Demand

Presentation software

  • Microsoft PowerPointHot Technology

Document management software

  • Microsoft SharePointHot Technology

Word processing software

  • Microsoft WordHot Technology

Detailed Work Activities

From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it

Free · O*NET 30.3

Getting Information

  • Obtain personal or financial information about customers or applicants.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Interview employees, customers, or others to collect information.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Processing Information

  • Compile data or documentation.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Scheduling Work and Activities

  • Schedule appointments.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Controlling Machines and Processes

  • Operate office equipment.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Working with Computers

  • Enter information into databases or software programs.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Interpreting the Meaning of Information for Others

  • Discuss goods or services information with customers or patrons.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Explain regulations, policies, or procedures.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Assisting and Caring for Others

  • Refer customers to appropriate personnel.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Selling or Influencing Others

  • Sell products or services.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Performing for or Working Directly with the Public

  • Respond to customer problems or complaints.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Performing Administrative Activities

  • Type documents.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Execute sales or other financial transactions.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Issue money, credit, or vouchers.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Monitoring and Controlling Resources

  • Distribute materials to employees or customers.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Collect deposits, payments or fees.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Job Zone

From O*NET 30.3

Free · O*NET 30.3

Job Zone Three: Medium Preparation Needed

Workforce Automation analysis, not part of the source

WFA coverage: AI skills for this job

WFA · Part of the paid plan when accounts open

Pilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.

DWAs covered by an AI skill0 of 16
Distinct tools0
Level mix
  • No tools yet

Equivalents

NICE work roles, with their DCWF equivalents

Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)

Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)

No NICE work role maps to this job.