Office and Administrative Support · Holland code CES
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.
Also called: Financial Services Representative, Member Service Representative, New Accounts Representative, Personal Banker, Banking Services Representative, Customer Service Specialist, Financial Service Representative, New Accounts Clerk.
O*NET 43-4141.00
At a glance
- US median annual pay
- $47,670
- Middle half earn $43,920 to $55,100. BLS OEWS, May 2025.
- Most common education
- High School Diploma or the equivalent (such as a GED)
- 46% of workers surveyed by O*NET report this level.
- Preparation needed
- Job Zone 3 of 5
- Medium preparation. Zone 1 is little or none; zone 5 is graduate-level.
What the work involves
The tasks workers in this occupation rate as most important, from the O*NET survey.
- Perform teller duties as required.
- Process loan applications.
- 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.
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
- Obtain credit records from reporting agencies.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Skills and knowledge it leans on
Skills
- Active Listening4.0 / 5
- Speaking4.0 / 5
- Reading Comprehension3.5 / 5
- Critical Thinking3.1 / 5
- Monitoring3.1 / 5
- Writing3.0 / 5
Knowledge areas
- Customer and Personal Service4.8 / 5
- Sales and Marketing4.4 / 5
- Administrative4.1 / 5
- English Language4.0 / 5
- Computers and Electronics3.5 / 5
- Mathematics3.5 / 5
Importance ratings on O*NET’s 1 to 5 scale. Higher means the occupation depends on it more.
Who tends to enjoy it
How strongly this occupation draws on each of the six Holland interest types, which is the same profile the career interests test compares you against.
- Realistic6
- Investigative15
- Artistic0
- Social44
- Enterprising61
- Conventional98
The same work abroad
Other countries classify jobs differently, so these are the closest matches through the international ISCO-08 standard, not exact equivalents.
European occupation titles (ESCO)
- corporate banking manager · DE Geschäftskundenberater/Geschäftskundenberaterin · FR chargé de clientèle «entreprises»/chargée de clientèle «entreprises»
- financial planner · DE Finanzplaner/Finanzplanerin · FR planificateur financier/planificatrice financière
- investment fund management assistant · DE Assistent im Bereich Investmentfondsmanagement/Assistentin im Bereich Investmentfondsmanagement · FR assistant gérant de portefeuille/assistante gérante de portefeuille
- personal trust officer · DE Privater Vermögensverwalter/private Vermögensverwalterin · FR agent des services de fiducie personnelle/agente des services de fiducie personnelle
- bank account manager · DE Bankkundenberater/Bankkundenberaterin · FR gestionnaire de clientèle bancaire
- credit analyst · DE Kreditprüfer/Kreditprüferin · FR analyste prêt bancaire
Closest UK occupation groups (SOC 2020)
- Pensions and insurance clerks and assistants (4132)65,200 employed
- Bank and post office clerks (4123)66,300 employed
- Credit controllers (4121)29,000 employed
Employment is the UK Annual Population Survey for April 2025 to March 2026, all workers in the group, which can be broader than this one occupation.
Pay across Europe, for the whole group
Median annual earnings of all employees in “Professionals”. This is the broad ISCO group this occupation falls in, not the occupation itself, so treat it as context for the wage level, not as a salary for this job.
| Country | Median pay |
|---|---|
| Belgium | €61,714 |
| Germany | €59,529 |
| Ireland | €56,877 |
| Austria | €55,374 |
| Netherlands | €53,595 |
| Sweden | €43,567 |
| France | €41,515 |
| Spain | €35,735 |
| Italy | €33,649 |
| Portugal | €26,072 |
| Poland | €14,380 |
Eurostat Structure of Earnings Survey, businesses with ten or more employees outside public administration, in euro and not adjusted for the cost of living. Reference years differ between sources: the US, Japan and Europe figures on this page come from different survey years, so compare them as rough levels, not to the euro or yen.
Exposure to AI
This occupation sits in the higher third of the 774 occupations scored, with an exposure score of +1.17. The scores are standardized across those occupations, so 0 is the average and a score of 1 is about one standard deviation above it.
Our note on reading it: the dataset links AI applications to the abilities that occupations require, so the score reflects overlap between the two. It is a comparison between occupations, not a forecast about jobs. It does not say whether exposure means tasks are replaced or workers get more done with the tools, and it says little about one employer or one role.
Source: Felten, E., Raj, M., & Seamans, R. (2021). Occupational, industry, and geographic exposure to artificial intelligence: A novel dataset and its potential uses. Strategic Management Journal, 42(12), 2195-2217. Matched to this page by 6-digit SOC code (43-4141).
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Is it a fit for you?
Interest is one input, alongside ability, pay and what is hiring near you. The career interests test takes about thirteen minutes and ranks occupations by how closely their profile matches yours.
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