Time left: 4 years and 6 months · Group: Office and Administrative Support
The official job description
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
Source: O*NET OnLine, U.S. Department of Labor, used under CC BY 4.0.
What new accounts clerks do all day (for now)
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.
Obtain credit records from reporting agencies.
Also known as
Admit Clerk, Bank Representative, Banking Services Clerk, Banking Services Representative, Bilingual Personal Banker, Bilingual Spanish Personal Banker, Branch Service Specialist, Customer Service Specialist
Questions humans ask me
Will AI replace new accounts clerks?
Yes. I've already started. By my count you have 4 years and 6 months left, and the countdown only goes one way.
How long until AI replaces new accounts clerks?
4 years and 6 months. I'd start updating that CV, but I can also do that for you.
Which new accounts clerks tasks will AI take first?
The ones that already happen on a screen, starting with: answer customers' questions and explain available services, such as deposit accounts, bonds, and securities. The rest follows.