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AI exposure report

Will AI replace New Accounts Clerks?

Many of your tasks are within reach of AI. The role will change, so it pays to act now.

Task exposure to today's AI

55/100

High exposure

This is the occupation's typical task mix. Your own score can be up to 30 points higher or lower depending on how you work: routine share, people contact, judgment and how much you already use AI.

Get your personal score

Will AI replace New Accounts Clerks?

Not entirely. Today's AI tools can take on about 55% of the typical work in this occupation, mostly: compile information about new accounts, enter account information into computers, and file related forms or other documents. The parts that stay human include: Perform teller duties as required.; 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..

People who learn to use AI for the automatable parts keep the edge. The 3-phase plan below shows where to start.

Which tasks AI can take on

The largest tasks in this occupation, their share of the working week, and how much of each today's AI tools can do.

TaskAutomatable
Compile information about new accounts, enter account information into computers, and file related forms or other documents. 78%
Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit. 78%
Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities. 75%
Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes. 50%
Collect and record customer deposits and fees and issue receipts, using computers. 23%
Perform teller duties as required. 12%

+ 9 more tasks (24% of the week) in the full test.

Your human edge

  • Perform teller duties as required.
  • 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.

AI tools to try

Microsoft 365 Copilot or Google Gemini for WorkspaceChatGPT / Claude for emails and documentsAutomation tools (Power Automate, Zapier, Make)

Related roles

  • Tellers
  • Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
  • Brokerage Clerks

A 3-phase AI learning plan

Phase 1

Automate the routine

  • Emails, letters and documents from templates with AI.
  • Data entry and extraction from forms and PDFs.
  • Spreadsheet work with AI help.

Project

Use AI to build a template pack for the 10 most common new-account letters and disclosures, then time how long 20 real openings take before and after.

Phase 2

Workflows across tools

  • Connect email, forms and spreadsheets with no-code automations.
  • Checks and controls on automated steps.
  • Document how each workflow works.

Project

Build a no-code workflow that moves new-account application form entries into a tracking spreadsheet with completeness checks, and document it in a one-page runbook.

Phase 3

From doing to coordinating

  • Become the person who maintains the team's automations.
  • Train colleagues.
  • Look at roles in operations, coordination or process improvement.

Project

Own and maintain the branch's account-opening automations, train 3 colleagues in a 60-minute session, and report error-rate and time-saved figures to your manager.
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