43-4141.00 · Task explorer
New Accounts Clerks: reported tasks and exploration worksheet
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
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Read the task inventory
This source lists 15 tasks, including 10 marked Core and 5 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.
Task source dates: 08/2020.
15 tasks shown
Core · Task 4730 · 08/2020 · Incumbent
Perform teller duties as required.
Core · Task 4723 · 08/2020 · Incumbent
Compile information about new accounts, enter account information into computers, and file related forms or other documents.
Core · Task 4728 · 08/2020 · Incumbent
Collect and record customer deposits and fees and issue receipts, using computers.
Core · Task 4726 · 08/2020 · Incumbent
Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
Core · Task 4722 · 08/2020 · Incumbent
Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
Core · Task 4725 · 08/2020 · Incumbent
Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Core · Task 4724 · 08/2020 · Incumbent
Refer customers to appropriate bank personnel to meet their financial needs.
Core · Task 4729 · 08/2020 · Incumbent
Investigate and correct errors upon customers' request, according to customer and bank records.
Core · Task 4731 · 08/2020 · Incumbent
Execute wire transfers of funds.
Core · Task 4733 · 08/2020 · Incumbent
Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
Supplemental · Task 20141 · 08/2020 · Incumbent
Process loan applications.
Supplemental · Task 4727 · 08/2020 · Incumbent
Obtain credit records from reporting agencies.
Supplemental · Task 4735 · 08/2020 · Incumbent
Schedule repairs for locks on safe-deposit boxes.
Supplemental · Task 4734 · 08/2020 · Incumbent
Perform foreign currency transactions and sell traveler's checks.
Supplemental · Task 4732 · 08/2020 · Incumbent
Duplicate records for distribution to branch offices.
Make the shortlist useful
- Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
- For each, write an example you can discuss or a question that would change your understanding of the role.
- Keep source task IDs with your notes so you can return to the same description. Do not include private employer or customer information.
The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.
Keep your worksheet
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Source and practice material
Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.
Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.