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.
- Tasks
- 15 tasks10 core, 5 supplemental
- Family
- Office & Administrative SupportOne of its 55 occupations
- Code
- 43-4141.00SOC 2018: 43-4141
What the work is made of
10 core tasks and 5 supplemental, each quoted as published, with the survey it came from.
Core: central to the jobSupplemental: done by some, not all
- Task 1. Perform teller duties as required.Core taskTask 4730Rated by 54 people who do the job, August 2020
- Task 2. Compile information about new accounts, enter account information into computers, and file related forms or other documents.Core taskTask 4723Rated by 54 people who do the job, August 2020
- Task 3. Collect and record customer deposits and fees and issue receipts, using computers.Core taskTask 4728Rated by 54 people who do the job, August 2020
- Task 4. Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.Core taskTask 4726Rated by 54 people who do the job, August 2020
- Task 5. Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.Core taskTask 4722Rated by 54 people who do the job, August 2020
- Task 6. Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.Core taskTask 4725Rated by 54 people who do the job, August 2020
- Task 7. Refer customers to appropriate bank personnel to meet their financial needs.Core taskTask 4724Rated by 54 people who do the job, August 2020
- Task 8. Investigate and correct errors upon customers' request, according to customer and bank records.Core taskTask 4729Rated by 54 people who do the job, August 2020
- Task 9. Execute wire transfers of funds.Core taskTask 4731Rated by 54 people who do the job, August 2020
- Task 10. Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.Core taskTask 4733Rated by 53 people who do the job, August 2020
- Task 11. Process loan applications.Supplemental taskTask 20141Rated by 54 people who do the job, August 2020
- Task 12. Obtain credit records from reporting agencies.Supplemental taskTask 4727Rated by 54 people who do the job, August 2020
- Task 13. Schedule repairs for locks on safe-deposit boxes.Supplemental taskTask 4735Rated by 54 people who do the job, August 2020
- Task 14. Perform foreign currency transactions and sell traveler's checks.Supplemental taskTask 4734Rated by 54 people who do the job, August 2020
- Task 15. Duplicate records for distribution to branch offices.Supplemental taskTask 4732Rated by 54 people who do the job, August 2020
Where this comes from
Quoted from the U.S. Department of Labor, and credited. Nothing on this page is written by us.
How we copy and credit sources- Published byO*NET 29.0, U.S. Department of LaborEmployment and Training Administration
- ClassificationStandard Occupational Classification 2018, 43-4141
- LicenseCC BY 4.0Free to copy and reuse, with credit
- Changed by usNothing.
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