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.
Most important skills
- Active Listening
- Speaking
- Reading Comprehension
- Service Orientation
- Social Perceptiveness
- Critical Thinking
- Monitoring
- Coordination
Key knowledge
- Customer and Personal Service
- Sales and Marketing
- Administrative
- English Language
- Computers and Electronics
- Mathematics
- Economics and Accounting
- Public Safety and Security
What the work involves
- 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.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
- Collect and record customer deposits and fees and issue receipts, using computers.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Perform teller duties as required.
Strongest interest areas (O*NET): Conventional, Enterprising, Social.
Qualifications and licensing
- Most common education
- High School Diploma or the equivalent (such as a GED) (45.6% of respondents)
- Related experience
- Over 6 months, up to and including 1 year (46.4%)
- On-the-job training
- Anything beyond short demonstration, up to and including 1 month (31%)
- Preparation level
- O*NET job zone 3: Job Zone Three: Medium Preparation Needed
- Licensing
- Not yet verified. Check your state licensing board.
Check before planning
- Licensing for New Accounts Clerks is not yet verified for any state: check the state licensing board before planning.
Limits
- Distributions show what current workers or occupational experts report, not legal minimums.
- Requirements vary by employer and state; time to qualify is not estimated.
Source: O*NET 31.0 Database (USDOL/ETA, CC BY 4.0); BLS Employment Projections · dataset 2026.10.8 · method e3-qualification-1.0.0
Work environment
How the typical conditions of this occupation compare with 911 occupations in O*NET (very low = the lowest fifth).
Levels are relative. Most occupations involve a lot of contact with people, for example, so “very low” can still mean regular contact; the last column shows what workers actually reported.
| Condition | Level | Compared with other occupations | Most common answer (O*NET survey) |
|---|---|---|---|
| Contact with others | Very high | Higher on contact with others than 92% of occupations compared | 89% of surveyed respondents chose “Constant contact with others” |
| Dealing with the public | Very high | Higher on dealing with the public than 90% of occupations compared | 71% of surveyed respondents chose “Extremely important” |
| Teamwork | Low | Lower on teamwork than 64% of occupations compared | 54% of surveyed respondents chose “Extremely important” |
| Freedom to make decisions | Very low | Lower on freedom to make decisions than 93% of occupations compared | 49% of surveyed respondents chose “Some freedom” |
| Time pressure | Moderate | Higher on time pressure than 59% of occupations compared | 45% of surveyed respondents chose “Every day” |
| Conflict situations | High | Higher on conflict situations than 66% of occupations compared | 44% of surveyed respondents chose “Once a month or more but not every week” |
| Dealing with unpleasant or angry people | High | Higher on dealing with unpleasant or angry people than 73% of occupations compared | 40% of surveyed respondents chose “Once a month or more but not every week” |
| Consequence of error | Moderate | Higher on consequence of error than 55% of occupations compared | — |
Work-pressure profile
- Time pressure: moderate
- Conflict situations: high
- Dealing with unpleasant or angry people: high
- Consequence of error: moderate
Each part is shown on its own. There is no combined stress score, and conditions vary by employer and role.
Full answer distributions
Contact with others
- No contact with others: 0%
- Occasional contact with others: 0%
- Contact with others about half the time: 0%
- Contact with others most of the time: 11.39%
- Constant contact with others: 88.61%
n = 17, Incumbent 08/2020
Dealing with the public
- Not important at all: 1.59%
- Fairly important: 0%
- Important: 19.43%
- Very important: 7.97%
- Extremely important: 71.01%
n = 17, Incumbent 08/2020
Teamwork
- Not important at all: 0%
- Fairly important: 16.9%
- Important: 9.72%
- Very important: 19.62%
- Extremely important: 53.76%
n = 17, Incumbent 08/2020
Freedom to make decisions
- No freedom: 0%
- Very little freedom: 16.9%
- Limited freedom: 34.24%
- Some freedom: 48.86%
- A lot of freedom: 0%
n = 17, Incumbent 08/2020
Time pressure
- Never: 0%
- Once a year or more but not every month: 7.19%
- Once a month or more but not every week: 33.93%
- Once a week or more but not every day: 13.49%
- Every day: 45.39%
n = 17, Incumbent 08/2020
Conflict situations
- Never: 7.19%
- Once a year or more but not every month: 13.28%
- Once a month or more but not every week: 43.65%
- Once a week or more but not every day: 35.89%
- Every day: 0%
n = 17, Incumbent 08/2020
Dealing with unpleasant or angry people
- Never: 0%
- Once a year or more but not every month: 22.7%
- Once a month or more but not every week: 39.78%
- Once a week or more but not every day: 27.8%
- Every day: 9.72%
n = 17, Incumbent 08/2020
Consequence of error
- Not serious at all: 0%
- Fairly serious: suppressed by O*NET (low precision)
- Serious: 2.23%
- Very serious: 11.24%
- Extremely serious: 27.33%
n = 16, Incumbent 08/2020
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O*NET-SOC 43-4141.00 · SOC 43-4141 (exact, high confidence) · dataset 2026.10.8