Will “New Client Banking Services Clerk” be Replaced By Robots? 🤔
99% Chance of Automation
“New Client Banking Services Clerk” will certainly be replaced by robots.
This job is ranked #693 out of #702. A higher ranking (i.e., a lower number) means the job is less likely to be replaced.
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
- The SOC (Standard Occupational Classification) code is 43-4141.00
- The Mean Annual Wage in the U.S. is $ 36,480.00
- The Mean Hourly Wage is $ 17.00
- Currently, there are 41,630 people on this job
☝️ Information based on the reference occupation “New Accounts Clerks”.
Also Known As…
- New Accounts Clerks
- Retail Service Representative
- Retail Banker
- Relationship Manager
- Personal Banker
- New Accounts Representative
- Member Service Representative
- Loan Processor
- Financial Services Representative
- Customer Service Representative
- Administrative Assistant
- Universal Banker
- Savings Counselor
- Sales Specialist
- Safe Deposit Box Rental Clerk
- Retail Personal Banker
- Relationship Banker
- Personal Banking Representative
- Personal Banking Assistant
- New Accounts Banking Representative
- Financial Services Counselor
- Financial Service Representative
- Customer Service Specialist
- Customer Service Officer
- Consumer Banker
- Banking Services Clerk
- Bank Representative
- Application Processor
Tasks for “New Client Banking Services Clerk”
- Duplicate records for distribution to branch offices.
- Obtain credit records from reporting agencies.
- Perform foreign currency transactions and sell traveler's checks.
- Schedule repairs for locks on safe-deposit boxes.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Collect and record customer deposits and fees and issue receipts, using computers.
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
- Perform teller duties as required.
- Process loan applications.
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Execute wire transfers of funds.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
Related Technology & Tools
- 10-key calculators
- Teller terminals
- Personal computers
- Web browser software
- Email software
- Microsoft Excel
- Corporate Information Factory CIF
- Microsoft Internet Explorer
- Systems Union Group MIS DecisionWare
- IPS-Sendero Relationship Profitability Manager Catalyst
- IBM Lotus Notes
- DCI iCore
- Microsoft PowerPoint
- Microsoft Word
- Data entry software
- Microsoft SharePoint
- Microsoft Office
- Financial needs analysis software
- Harland Financial Solutions DepositPro