# 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.

- Code: 43-4141.00 (O*NET-SOC; SOC 2018 43-4141)
- Family: [Office & Administrative Support](https://foundation.org.ai/occupations#family-43), one of its 55 occupations
- Tasks: 15 tasks (10 core and 5 supplemental)
- Page: https://foundation.org.ai/occupations/43-4141.00
- JSON: https://foundation.org.ai/data/tasks/43-4141.00.json

## What the work is made of

1. Perform teller duties as required.  
   Core task · Task 4730 · Rated by 54 people who do the job, August 2020
2. Compile information about new accounts, enter account information into computers, and file related forms or other documents.  
   Core task · Task 4723 · Rated by 54 people who do the job, August 2020
3. Collect and record customer deposits and fees and issue receipts, using computers.  
   Core task · Task 4728 · Rated by 54 people who do the job, August 2020
4. Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.  
   Core task · Task 4726 · Rated by 54 people who do the job, August 2020
5. Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.  
   Core task · Task 4722 · Rated by 54 people who do the job, August 2020
6. Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.  
   Core task · Task 4725 · Rated by 54 people who do the job, August 2020
7. Refer customers to appropriate bank personnel to meet their financial needs.  
   Core task · Task 4724 · Rated by 54 people who do the job, August 2020
8. Investigate and correct errors upon customers' request, according to customer and bank records.  
   Core task · Task 4729 · Rated by 54 people who do the job, August 2020
9. Execute wire transfers of funds.  
   Core task · Task 4731 · Rated by 54 people who do the job, August 2020
10. Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.  
   Core task · Task 4733 · Rated by 53 people who do the job, August 2020
11. Process loan applications.  
   Supplemental task · Task 20141 · Rated by 54 people who do the job, August 2020
12. Obtain credit records from reporting agencies.  
   Supplemental task · Task 4727 · Rated by 54 people who do the job, August 2020
13. Schedule repairs for locks on safe-deposit boxes.  
   Supplemental task · Task 4735 · Rated by 54 people who do the job, August 2020
14. Perform foreign currency transactions and sell traveler's checks.  
   Supplemental task · Task 4734 · Rated by 54 people who do the job, August 2020
15. Duplicate records for distribution to branch offices.  
   Supplemental task · Task 4732 · Rated by 54 people who do the job, August 2020

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## Where this comes from

Quoted from O*NET 29.0, U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0: free to copy and reuse, with credit. Nothing on this page is written by the Org.AI Foundation.
