Jobs / Office and administrative support / 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.

US jobs
36,860
Median wage
$47,670 a year
Job family
Office and administrative support

Can agents do the work of new accounts clerks?

We read the evidence at the level of the job family, Office and administrative support:

  • Task levelStrongOn computer-use and office-task benchmarks, top agents pass most tasks: 90.2% on OSWorld-Verified (humans: 72.4%), 83.1% on SpreadsheetBench, and 63.3% on WorkArena L1 under the standard protocol. Limits: many top entries are self-submitted and not re-run by the maintainers, and on TheAgentCompany's multi-step workplace tasks the best agent resolves 42.9%.
  • Project levelPartialOnly adjacent evidence. OpenAI reports that GPT-5.5's GDPval deliverables won or tied against professionals' work in 84.9% of comparisons, but GDPval tasks are one-shot and fully specified. No benchmark in our collection tests multi-day administrative work, such as running a calendar or a purchasing process.

Benchmarks for the job family

These cover work in office and administrative support, not always this occupation's tasks.

Typical tasks

From O*NET 31.0. Core tasks first. Few of these tasks have a benchmark today.

  • Perform teller duties as required.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Collect and record customer deposits and fees and issue receipts, using computers.
  • Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
  • Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Investigate and correct errors upon customers' request, according to customer and bank records.
  • Execute wire transfers of funds.
  • Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
  • Process loan applications.
  • Obtain credit records from reporting agencies.
Other job titles for this occupation (24)

Banking Services Representative · Customer Service Specialist · Financial Service Representative · Financial Services Representative · Member Service Representative · New Accounts Clerk · New Accounts Representative · Personal Banker · Relationship Banker · Universal Banker · Admit Clerk · Bank Representative · Banking Services Clerk · Bilingual Personal Banker · Bilingual Spanish Personal Banker · Branch Service Specialist · Financial Services Officer · New Accounts Banking Representative · New Client Banking Services Clerk · Personal Banker Associate · Relationship Banking Specialist · Retail Banker · Retail Personal Banker · Safe Deposit Box Rental Clerk