New Accounts Clerks
Official O*NET title: New Accounts Clerks (43-4141.00)
Also called: banking services representative, customer service specialist, financial service representative, financial services representative, member service representative
Do you do this at work?
Answer each card — it takes about a minute.
Do you do this at work?
Answer customers' questions and explain available services
Swipe right for yes, left for not me. On a keyboard: → yes, ← not me, Z undo. +2 XP per answer.
How AI is changing new accounts clerks work
1 of 10 measurable main tasks for this job show up in real AI-use data, so we rate it Green (little AI use yet) — 10%.
This shows where people already use AI, not whether the job will disappear. How we measure this.
Tasks in this job and recorded AI use
- Answer customers' questions and explain available services (main task) — some recorded AI use
- Perform teller duties as required (main task) — no recorded AI use
- Compile information about new accounts, enter account information into computers, and file related forms or other documents (main task) — no recorded AI use
- Collect and record customer deposits and fees and issue receipts, using computers (main task) — no recorded AI use
- Inform customers of procedures for applying for services (main task) — no recorded AI use
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes (main task) — no recorded AI use
- Refer customers to appropriate bank staff to meet their financial needs (main task) — no recorded AI use
- Investigate and correct errors upon customers' request, according to customer and bank records (main task) — no recorded AI use
- Execute wire transfers of funds (main task) — no recorded AI use
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults (main task) — no recorded AI use
- Process loan applications — some recorded AI use
- Obtain credit records from reporting agencies — no recorded AI use
- Schedule repairs for locks on safe-deposit boxes — no recorded AI use
- Perform foreign currency transactions and sell traveler's checks — no recorded AI use
- Duplicate records for distribution to branch offices — no recorded AI use
Tasks: O*NET 31.0. AI use: Anthropic Economic Index (exact or close text match).
Your first steps (guidance)
- Week 1: Open a free AI assistant and say hello. Follow our “Getting started with AI” guide. Ask it one simple question about your work.
- Week 2: Use AI on one task you do often. Try the prompt for: “Answer customers' questions and explain available services”. Try the prompt for: “Process loan applications”.
Tick your own tasks above to get a plan based on what you really do. The first 2 weeks are free; Premium (coming soon) adds weeks 3–12. New to AI? Read our beginner’s guide.
Questions about AI and new accounts clerks
Will AI replace new accounts clerks?
Our data can’t predict job losses, and we don’t try to. What it does show: 1 of the 10 main tasks for this job match tasks people already use AI for (Anthropic Economic Index), giving a Green rating (little AI use yet). Using AI on a task is not the same as AI doing the whole job, and 13 of the 15 listed tasks show no recorded AI use yet.
Which new accounts clerk tasks is AI used for most?
In the data, the most AI use among this job’s tasks is for: process loan applications; answer customers' questions and explain available services.
Which new accounts clerk tasks show little or no AI use?
For example: 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. These are good places to keep building your own skills.
How does this job compare to others?
In Microsoft Research’s “Working with AI” study, this job’s AI applicability score is equal to or higher than 89% of the occupations they scored. That measures overlap with AI chat use, not risk of job loss.
How can a new accounts clerk start learning AI?
Start small: open a free AI assistant, try it on one task you do often, and always check facts and numbers yourself. The plan on this page is guidance, not professional advice.
See how this job ranks
New Accounts Clerks ranks #460 of 572 jobs for the share of main tasks with AI use (#1 = most), and #29 of 34 in Office & Admin.
Related jobs
- Will AI change office supervisors?
- Will AI change switchboard operators?
- Will AI change telephone operators?
- Will AI change debt collectors?
- Will AI change billing clerks?
- Will AI change bookkeepers?
- Will AI change bank tellers?
- Will AI change brokerage clerks?
- Will AI change service sales representatives?
- Will AI change customer service representatives?
- See all jobs