Occupation AtlasNew Accounts Clerks
O*NET · 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.
Also called Admit Clerk · Bank Representative · Banking Services Clerk · Banking Services Representative · Bilingual Personal Banker · Bilingual Spanish Personal Banker · Branch Service Specialist · Customer Service Specialist
16 more
Financial Service Representative · Financial Services Officer · Financial Services Representative · Member Service Representative · New Accounts Banking Representative · New Accounts Clerk · New Accounts Representative · New Client Banking Services Clerk · Personal Banker · Personal Banker Associate · Relationship Banker · Relationship Banking Specialist · Retail Banker · Retail Personal Banker · Safe Deposit Box Rental Clerk · Universal Banker
Job Zone
- 1
- 2
- 3
- 4
- 5
Zone 3: Medium Preparation Needed
Medium preparation. Vocational training, related on-the-job experience, or an associate degree, with one to two years of training that combines experience and informal instruction.
Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.
Occupational interest profile
CESConventional · Enterprising · Social — the three strongest interests, in order
- C Conventional6.86
- E Enterprising4.65
- S Social3.66
- I Investigative1.91
- R Realistic1.37
- A Artistic1.00
RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.
Education and experience
The education level respondents say the job requires, and the most common answer for experience and training.
- Related work experience
- Over 6 months, up to and including 1 year (46%)
- On-site or in-plant training
- Over 1 year, up to and including 2 years (23%)
- On-the-job training
- Anything beyond short demonstration, up to and including 1 month (31%)
Typically associated skills
All 35 O*NET skills, most important first. Importance (1–5) says how much a skill matters here; level (0–7) says how much of it the work calls for, with O*NET's example of a nearby level. Neither is a proficiency rating of a person.
- Active ListeningbasicImportance 4.0Level 4.0Level 4 looks like: Answer inquiries regarding credit references
- SpeakingbasicImportance 4.0Level 3.9Level 4 looks like: Interview applicants to obtain personal and work history
- Reading ComprehensionbasicImportance 3.5Level 3.6Level 4 looks like: Understand an email from management describing new personnel policies
- Service OrientationImportance 3.4Level 3.4Level 4 looks like: Make flight reservations for customers using an online booking site
- Social PerceptivenessImportance 3.3Level 3.0Level 2 looks like: Notice that customers are angry because they have been waiting too long
- Critical ThinkingbasicImportance 3.1Level 3.5Level 4 looks like: Evaluate customer complaints and determine appropriate responses
- MonitoringbasicImportance 3.1Level 3.0Level 2 looks like: Proofread and correct a letter
- CoordinationImportance 3.1Level 2.9Level 2 looks like: Schedule appointments for a medical clinic
- Judgment and Decision MakingImportance 3.0Level 3.0Level 2 looks like: Decide how scheduling a break will affect work flow
- WritingbasicImportance 3.0Level 3.0Level 2 looks like: Write down a guest's order at a restaurant
- PersuasionImportance 3.0Level 2.9Level 2 looks like: Solicit donations for a charity
- MathematicsbasicImportance 2.9Level 3.0Level 2 looks like: Count the amount of change to be given to a customer
Show the other 23
- Time ManagementImportance 2.9Level 2.5Level 2 looks like: Keep a monthly calendar of appointments
- Active LearningbasicImportance 2.8Level 2.6Level 2 looks like: Think about the implications of a news article for job opportunities
- Complex Problem SolvingImportance 2.8Level 2.6Level 2 looks like: Lay out tools to complete a job
- Learning StrategiesbasicImportance 2.5Level 2.1Level 2 looks like: Learn a different method of completing a task from a coworker
- InstructingImportance 2.4Level 2.0Level 2 looks like: Instruct a new employee in the use of a timekeeping system
- NegotiationImportance 2.4Level 2.0Level 2 looks like: Present justification to a manager for altering a work schedule
- Systems AnalysisImportance 2.4Level 2.0Level 2 looks like: Determine how loss of a team member will affect the completion of a job
- Management of Personnel ResourcesImportance 2.1Level 1.8Level 2 looks like: Encourage a coworker who is having difficulty finishing a project
- Systems EvaluationImportance 2.0Level 2.0Level 2 looks like: Determine why estimates for the time to complete a task are overly optimistic
- Operations MonitoringImportance 1.6Level 0.8
- ProgrammingImportance 1.6Level 0.8
- Quality Control AnalysisImportance 1.6Level 0.6
- Management of Financial ResourcesImportance 1.4Level 0.5
- Operations AnalysisImportance 1.4Level 0.4
- Operation and ControlImportance 1.3Level —
- Technology DesignImportance 1.3Level —
- Management of Material ResourcesImportance 1.1Level —
- Equipment MaintenanceImportance 1.0Level —
- Equipment SelectionImportance 1.0Level —
- InstallationImportance 1.0Level —
- RepairingImportance 1.0Level —
- SciencebasicImportance 1.0Level —
- TroubleshootingImportance 1.0Level —
Tasks
10 core · 5 supplementalWhat people in this occupation do, as O*NET records it, core tasks first by importance (1–5).
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.Importance 4.6
- Collect and record customer deposits and fees and issue receipts, using computers.Importance 4.6
- Perform teller duties as required.Importance 4.6
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.Importance 4.5
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.Importance 4.5
- Refer customers to appropriate bank personnel to meet their financial needs.Importance 4.3
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.Importance 4.3
- Investigate and correct errors upon customers' request, according to customer and bank records.Importance 4.1
- Execute wire transfers of funds.Importance 4.1
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.Importance 4.1
Show the other 5
- Process loan applications.Importance 4.6
- Obtain credit records from reporting agencies.Importance 4.4
- Schedule repairs for locks on safe-deposit boxes.Importance 3.2
- Perform foreign currency transactions and sell traveler's checks.Importance 2.8
- Duplicate records for distribution to branch offices.Importance 2.7
Knowledge
Bodies of knowledge the work draws on.
- Customer and Personal ServiceImportance 4.8Level 5.4Level 4 looks like: Be responsible for 10 children at daycare
- Sales and MarketingImportance 4.4Level 4.0Level 4 looks like: Introduce clients to a new line of products
- AdministrativeImportance 4.1Level 4.6Level 4 looks like: Type 30 words per minute
- English LanguageImportance 4.0Level 3.5Level 4 looks like: Edit an article for a news website
- Computers and ElectronicsImportance 3.5Level 4.0Level 4 looks like: Use a computer to format a document
- MathematicsImportance 3.5Level 4.1Level 4 looks like: Analyze data to determine areas with the highest sales
- Economics and AccountingImportance 3.3Level 3.2Level 4 looks like: Develop financial investment programs for individual clients
- Education and TrainingImportance 3.1Level 3.0Level 4 looks like: Lead a quality improvement seminar
Show all 33
- Public Safety and SecurityImportance 3.1Level 2.9
- Administration and ManagementImportance 3.0Level 3.0Level 4 looks like: Monitor progress of a project to ensure timely completion
- Law and GovernmentImportance 2.9Level 2.4Level 1 looks like: Describe the length of a U.S. presidential term
- Communications and MediaImportance 2.1Level 2.1Level 1 looks like: Write a thank you note
- Production and ProcessingImportance 2.1Level 1.8Level 1 looks like: Put a computer back into its packing materials
- PsychologyImportance 2.1Level 1.6Level 1 looks like: Monitor several children on a playground
- Personnel and Human ResourcesImportance 2.0Level 1.6Level 1 looks like: Fill out a medical claim form
- Foreign LanguageImportance 1.9Level 1.0Level 1 looks like: Say "please" and "thank you" in a foreign language
- TelecommunicationsImportance 1.8Level 1.0Level 1 looks like: Send an email
- Sociology and AnthropologyImportance 1.5Level 1.0Level 1 looks like: Identify two cultures in a story as being different
- Engineering and TechnologyImportance 1.3Level 0.3Level 1 looks like: Install a door lock
- Philosophy and TheologyImportance 1.3Level —
- MechanicalImportance 1.2Level —
- Therapy and CounselingImportance 1.2Level —
- DesignImportance 1.1Level —
- GeographyImportance 1.1Level —
- PhysicsImportance 1.1Level —
- BiologyImportance 1.0Level —
- Building and ConstructionImportance 1.0Level —
- ChemistryImportance 1.0Level —
- Fine ArtsImportance 1.0Level —
- Food ProductionImportance 1.0Level —
- History and ArcheologyImportance 1.0Level —
- Medicine and DentistryImportance 1.0Level —
- TransportationImportance 1.0Level —
Abilities
Enduring capacities the work calls for.
- Oral ComprehensionImportance 4.0Level 4.0Level 4 looks like: Understand a coach's oral instructions for a sport
- Oral ExpressionImportance 4.0Level 4.0Level 4 looks like: Give instructions to a lost motorist
- Near VisionImportance 3.8Level 3.9
- Written ComprehensionImportance 3.8Level 4.0Level 4 looks like: Understand an apartment lease
- Speech ClarityImportance 3.6Level 3.1Level 4 looks like: Make stadium-wide announcements during a sporting event
- Speech RecognitionImportance 3.6Level 3.6Level 4 looks like: Identify a former customer's voice over the phone
- Deductive ReasoningImportance 3.3Level 3.1Level 2 looks like: Know that a stalled car can coast downhill
- Inductive ReasoningImportance 3.1Level 3.0Level 2 looks like: Decide what to wear based on the weather report
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- Information OrderingImportance 3.1Level 3.0Level 2 looks like: Follow the correct steps to make change
- Problem SensitivityImportance 3.1Level 2.9Level 2 looks like: Recognize that an unplugged lamp won't work
- Mathematical ReasoningImportance 3.0Level 2.8
- Written ExpressionImportance 3.0Level 3.0Level 4 looks like: Write a job recommendation for a subordinate
- Category FlexibilityImportance 2.9Level 2.8Level 3 looks like: Classify flowers according to size, color, and smell
- Number FacilityImportance 2.9Level 2.9Level 3 looks like: Calculate a discounted price
- Perceptual SpeedImportance 2.8Level 2.1Level 2 looks like: Sort mail according to ZIP codes with no time pressure
- Selective AttentionImportance 2.8Level 2.1Level 2 looks like: Answer a business call with coworkers talking nearby
- Fluency of IdeasImportance 2.6Level 2.4Level 2 looks like: Name four different uses for a screwdriver
- MemorizationImportance 2.6Level 2.3Level 1 looks like: Remember the number on your bus to be sure you get back on the right one
- Flexibility of ClosureImportance 2.5Level 2.0Level 2 looks like: Detect that your phone is ringing while at a concert
- Speed of ClosureImportance 2.5Level 2.1Level 3 looks like: Recognize a song after hearing only the first few notes
- Time SharingImportance 2.5Level 2.1Level 2 looks like: Listen to music while entering numbers into a spreadsheet
- Finger DexterityImportance 2.4Level 1.9Level 2 looks like: Put coins in a parking meter
- Far VisionImportance 2.3Level 2.0Level 2 looks like: Read a roadside billboard
- Auditory AttentionImportance 2.1Level 2.0Level 2 looks like: Listen to a lecture while people nearby are talking
- OriginalityImportance 2.1Level 1.8Level 2 looks like: Use a credit card to open a locked door
- VisualizationImportance 2.0Level 1.9Level 2 looks like: Imagine how to place paper in a printer so that the letterhead comes out on top
- Arm-Hand SteadinessImportance 1.9Level 1.0Level 2 looks like: Light a candle
- Control PrecisionImportance 1.9Level 1.1Level 2 looks like: Adjust a room light with a dimmer switch
- Manual DexterityImportance 1.9Level 1.5Level 1 looks like: Screw a light bulb into a light socket
- Trunk StrengthImportance 1.9Level 1.4Level 2 looks like: Sit up in an office chair
- Hearing SensitivityImportance 1.8Level 1.3Level 2 looks like: Notice a doorbell ringing
- Visual Color DiscriminationImportance 1.6Level 0.9Level 1 looks like: Separate laundry into colors and whites
- Wrist-Finger SpeedImportance 1.5Level 0.8
- Dynamic StrengthImportance 1.4Level 0.4
- Explosive StrengthImportance 1.3Level —
- Gross Body CoordinationImportance 1.3Level —
- StaminaImportance 1.3Level —
- Gross Body EquilibriumImportance 1.1Level —
- Depth PerceptionImportance 1.0Level —
- Dynamic FlexibilityImportance 1.0Level —
- Extent FlexibilityImportance 1.0Level —
- Glare SensitivityImportance 1.0Level —
- Multilimb CoordinationImportance 1.0Level —
- Night VisionImportance 1.0Level —
- Peripheral VisionImportance 1.0Level —
- Rate ControlImportance 1.0Level —
- Reaction TimeImportance 1.0Level —
- Response OrientationImportance 1.0Level —
- Sound LocalizationImportance 1.0Level —
- Spatial OrientationImportance 1.0Level —
- Speed of Limb MovementImportance 1.0Level —
- Static StrengthImportance 1.0Level —
Work activities
Kinds of activity the work is made of.
- Getting InformationImportance 4.4Level 2.5Level 1 looks like: Follow a standard blueprint
- Communicating with Supervisors, Peers, or SubordinatesImportance 4.1Level 3.7Level 4 looks like: Report the results of a sales meeting to a supervisor
- Establishing and Maintaining Interpersonal RelationshipsImportance 4.1Level 4.4Level 4 looks like: Maintain good working relationships with almost all coworkers and clients
- Evaluating Information to Determine Compliance with StandardsImportance 3.9Level 3.2Level 4 looks like: Evaluate a complicated insurance claim for compliance with policy terms
- Making Decisions and Solving ProblemsImportance 3.9Level 3.4Level 4 looks like: Select the location for a major retail store
- Performing for or Working Directly with the PublicImportance 3.8Level 3.8Level 4 looks like: Sell shoes in a crowded shoe store
- Monitoring Processes, Materials, or SurroundingsImportance 3.7Level 3.6Level 4 looks like: Test electrical circuits
- Resolving Conflicts and Negotiating with OthersImportance 3.7Level 3.6Level 4 looks like: Get two subordinates to agree about vacation schedules
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- Working with ComputersImportance 3.7Level 2.9
- Processing InformationImportance 3.5Level 3.5Level 4 looks like: Calculate the adjustments for insurance claims
- Identifying Objects, Actions, and EventsImportance 3.4Level 2.2Level 1 looks like: Test an automobile transmission
- Updating and Using Relevant KnowledgeImportance 3.4Level 3.6Level 4 looks like: Keep current on changes in maintenance procedures for repairing sports cars
- Communicating with People Outside the OrganizationImportance 3.3Level 2.8
- Organizing, Planning, and Prioritizing WorkImportance 3.3Level 4.0Level 4 looks like: Plan and adjust a personal to-do list according to changing demands
- Selling or Influencing OthersImportance 3.3Level 3.5Level 4 looks like: Make a sales pitch to convince others to buy a product
- Assisting and Caring for OthersImportance 3.1Level 2.4Level 1 looks like: Help a coworker complete an assignment
- Coaching and Developing OthersImportance 3.0Level 3.1Level 4 looks like: Provide on-the-job training for administrative workers
- Guiding, Directing, and Motivating SubordinatesImportance 3.0Level 2.3Level 1 looks like: Work occasionally as a backup supervisor
- Training and Teaching OthersImportance 3.0Level 2.2Level 1 looks like: Give coworkers brief instructions on a simple procedural change
- Judging the Qualities of Objects, Services, or PeopleImportance 2.9Level 2.6
- Developing and Building TeamsImportance 2.8Level 2.1Level 1 looks like: Encourage two coworkers to stick with a tough assignment
- Coordinating the Work and Activities of OthersImportance 2.7Level 2.1Level 1 looks like: Exchange information during a shift change
- Developing Objectives and StrategiesImportance 2.7Level 2.2Level 1 looks like: Plan the holiday schedule for an airline workforce
- Documenting/Recording InformationImportance 2.7Level 1.7Level 1 looks like: Record the weight of a patient during a routine health exam
- Performing Administrative ActivitiesImportance 2.7Level 2.7
- Analyzing Data or InformationImportance 2.6Level 2.2Level 1 looks like: Skim a short article to gather the main point
- Interpreting the Meaning of Information for OthersImportance 2.5Level 1.9Level 1 looks like: Interpret a blood pressure reading
- Scheduling Work and ActivitiesImportance 2.5Level 1.9Level 1 looks like: Make appointments for patients using a predetermined schedule
- Inspecting Equipment, Structures, or MaterialsImportance 2.4Level 2.0Level 1 looks like: Check that doors to building are locked
- Controlling Machines and ProcessesImportance 2.3Level 1.5Level 1 looks like: Operate a cash register
- Providing Consultation and Advice to OthersImportance 2.3Level 1.8Level 1 looks like: Work in a position that requires little advising of others
- Thinking CreativelyImportance 2.3Level 1.6Level 1 looks like: Change the spacing on a printed report
- Performing General Physical ActivitiesImportance 2.2Level 1.6Level 1 looks like: Walk between workstations in a small office
- Staffing Organizational UnitsImportance 2.1Level 1.5Level 1 looks like: Work in a position that has minimal staffing requirements
- Handling and Moving ObjectsImportance 2.0Level 1.8Level 1 looks like: Change settings on copy machines
- Estimating the Quantifiable Characteristics of Products, Events, or InformationImportance 1.9Level 1.4Level 1 looks like: Estimate the size of household furniture to be shipped
- Monitoring and Controlling ResourcesImportance 1.8Level 1.2Level 1 looks like: Work as a server responsible for keeping track of utensils
- Operating Vehicles, Mechanized Devices, or EquipmentImportance 1.4Level 0.6Level 1 looks like: Drive a car
- Drafting, Laying Out, and Specifying Technical Devices, Parts, and EquipmentImportance 1.2Level —
- Repairing and Maintaining Electronic EquipmentImportance 1.1Level —
- Repairing and Maintaining Mechanical EquipmentImportance 1.1Level —
Work context
The conditions most characteristic of the work, on O*NET's 1–5 context scale.
Technology
17 toolsSoftware used in this work. In demand: among the tools job postings for this occupation name most. Hot: often named in job postings across the economy.
In demand (2)
- Microsoft Excelhot
- Microsoft Office softwarehot
Hot (3; 2 more marked hot above)
- Microsoft PowerPoint
- Microsoft SharePoint
- Microsoft Word
Other tools (12)
- Corporate Information Factory CIF
- DCI iCore
- Email software
- Financial needs analysis software
- Fiserv financial services software
- Harland Financial Solutions DepositPro
- IBM Lotus Notes
- IPS-Sendero Relationship Profitability Manager Catalyst
- Microsoft Dynamics GP
- Microsoft Internet Explorer
- Systems Union Group MIS DecisionWare
- Web browser software
Related occupations
O*NET's own list of the occupations most related to this one, closest first.
ESCO equivalents
From the official ESCO–O*NET crosswalk, strongest match first. A broader occupation takes in this one; a narrower one is a part of it.
Closest occupations
Compare any occupation →Other O*NET occupations whose importance ratings on the 35 skills both rate are nearest to this one's, with the biggest differences named. A plain rule, not a hidden score.
Order Clerks
Average difference 0.1 points · Management of Material Resources +0.7, Quality Control Analysis +0.7
O*NET · Zone 2 · Compare
Bill and Account Collectors
Average difference 0.2 points · Negotiation +0.6, Troubleshooting +0.5
O*NET · Zone 2 · Compare
Receptionists and Information Clerks
Average difference 0.2 points · Mathematics −0.9, Judgment and Decision Making −0.6
O*NET · Zone 2 · Compare
Insurance Claims and Policy Processing Clerks
Average difference 0.2 points · Active Listening −0.7, Speaking −0.6
O*NET · Zone 2 · Compare
Correspondence Clerks
Average difference 0.2 points · Writing +1.0, Speaking −0.5
O*NET · Zone 2 · Compare
Payroll and Timekeeping Clerks
Average difference 0.2 points · Persuasion −1.0, Speaking −0.9
O*NET · Zone 3 · Compare
Customer Service Representatives
Average difference 0.2 points · Mathematics −0.6, Negotiation +0.6
O*NET · Zone 2 · Compare
Court, Municipal, and License Clerks
Average difference 0.2 points · Persuasion −0.9, Management of Material Resources +0.8
O*NET · Zone 2 · Compare
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.