AITakeover Tracker
Awaiting Assessment

New Accounts Clerks

Also known as: Administrative Assistant, Admit Clerk, Application Processor, Bank Representative, Banking Services Clerk, Consumer Banker, Customer Service Officer, Customer Service Representative, Customer Service Specialist, Financial Service Representative

Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.

Education & Training

Percentage of workers at each education and training level

Education Level

High School Diploma73%
Post-Secondary Certificate24%
Associate's Degree3%

Prior Experience Needed

Work experience required to enter this job

None23%
3-6 months6%
6 months - 1 year23%
1-2 years44%
2-4 years4%

Training Provided After Hiring

How long it typically takes to learn on the job

Up to 1 month7%
1-3 months41%
3-6 months26%
6 months - 1 year12%
1-2 years13%

How AI Impacts Each Task

15 tasks analyzed

Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.

Compile information about new accounts, enter account information into computers, and file related forms or other documents.

Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.

Perform teller duties as required.

Refer customers to appropriate bank personnel to meet their financial needs.

Essential Soft Skills

Traits that are hard for AI to replicate

IntegrityAttention to DetailCooperationSelf ControlDependabilityConcern for OthersAnalytical ThinkingIndependenceStress ToleranceInitiativeAchievement/EffortSocial Orientation

Wage & Employment (2024)

Median Wage

$46,610

per year

Mean Wage

$47,610

per year

Employment

38K

workers

Wage Range

$36,980 - $60,110

10th - 90th pct

Wage Distribution

$36,980Median: $46,610$60,110
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Awaiting Assessment

This occupation has 15 tasks in the database and is queued for the next scoring run. Risk scores, protective factors, and skill gaps will appear once the assessment completes.