New Accounts Clerks
Job Zones group occupations into one of five categories based on the education, experience, and training typically needed to perform them.
Tasks
Specific duties and responsibilities regularly performed in this occupation.
- Perform teller duties as required.90
- Process loan applications.90
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.89
- Collect and record customer deposits and fees and issue receipts, using computers.89
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.88
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.87
- Obtain credit records from reporting agencies.85
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.84
- Refer customers to appropriate bank personnel to meet their financial needs.83
- Investigate and correct errors upon customers' request, according to customer and bank records.78
- Execute wire transfers of funds.77
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.77
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- Schedule repairs for locks on safe-deposit boxes.55
- Perform foreign currency transactions and sell traveler's checks.45
- Duplicate records for distribution to branch offices.42
Skills
Developed capacities that facilitate learning or the more rapid acquisition of knowledge.
- Active Listening75
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Speaking75
Talking to others to convey information effectively.
- Reading Comprehension63
Understanding written sentences and paragraphs in work-related documents.
- Service Orientation60
Actively looking for ways to help people.
- Social Perceptiveness56
Being aware of others' reactions and understanding why they react as they do.
- Coordination53
Adjusting actions in relation to others' actions.
- Critical Thinking53
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Monitoring53
Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
- Judgment and Decision Making50
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Persuasion50
Persuading others to change their minds or behavior.
- Writing50
Communicating effectively in writing as appropriate for the needs of the audience.
- Mathematics47
Using mathematics to solve problems.
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- Time Management47
Managing one's own time and the time of others.
- Active Learning44
Understanding the implications of new information for both current and future problem-solving and decision-making.
- Complex Problem Solving44
Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
- Learning Strategies38
Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
- Instructing35
Teaching others how to do something.
- Negotiation35
Bringing others together and trying to reconcile differences.
- Systems Analysis35
Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
- Management of Personnel Resources28
Motivating, developing, and directing people as they work, identifying the best people for the job.
- Systems Evaluation25
Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
- Operations Monitoring16
Watching gauges, dials, or other indicators to make sure a machine is working properly.
- Programming16
Writing computer programs for various purposes.
- Quality Control Analysis16
Conducting tests and inspections of products, services, or processes to evaluate quality or performance.
- Management of Financial Resources10
Determining how money will be spent to get the work done, and accounting for these expenditures.
- Operations Analysis10
Analyzing needs and product requirements to create a design.
- Operation and Control6
Controlling operations of equipment or systems.
- Technology Design6
Generating or adapting equipment and technology to serve user needs.
- Management of Material Resources3
Obtaining and seeing to the appropriate use of equipment, facilities, and materials needed to do certain work.
- Equipment Maintenance0
Performing routine maintenance on equipment and determining when and what kind of maintenance is needed.
- Equipment Selection0
Determining the kind of tools and equipment needed to do a job.
- Installation0
Installing equipment, machines, wiring, or programs to meet specifications.
- Repairing0
Repairing machines or systems using the needed tools.
- Science0
Using scientific rules and methods to solve problems.
- Troubleshooting0
Determining causes of operating errors and deciding what to do about it.
Knowledge
Organized sets of principles and facts that apply in general domains.
- Customer and Personal Service95
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Sales and Marketing85
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
- Administrative78
Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
- English Language74
Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
- Computers and Electronics63
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
- Mathematics62
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- Economics and Accounting59
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
- Public Safety and Security54
Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
- Education and Training53
Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
- Administration and Management49
Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
- Law and Government47
Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
- Communications and Media28
Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
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- Psychology28
Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
- Production and Processing27
Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
- Personnel and Human Resources26
Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
- Foreign Language23
Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.
- Telecommunications21
Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.
- Sociology and Anthropology14
Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.
- Engineering and Technology8
Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.
- Philosophy and Theology7
Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.
- Mechanical5
Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
- Therapy and Counseling5
Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.
- Geography3
Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.
- Design2
Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
- Physics2
Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.
- Chemistry1
Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
- History and Archeology1
Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
- Transportation1
Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
- Biology0
Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
- Building and Construction0
Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.
- Fine Arts0
Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.
- Food Production0
Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.
- Medicine and Dentistry0
Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.
Abilities
Enduring attributes of the individual that influence performance.
- Oral Comprehension75
The ability to listen to and understand information and ideas presented through spoken words and sentences.
- Oral Expression75
The ability to communicate information and ideas in speaking so others will understand.
- Near Vision69
The ability to see details at close range (within a few feet of the observer).
- Written Comprehension69
The ability to read and understand information and ideas presented in writing.
- Speech Clarity66
The ability to speak clearly so others can understand you.
- Speech Recognition66
The ability to identify and understand the speech of another person.
- Deductive Reasoning56
The ability to apply general rules to specific problems to produce answers that make sense.
- Inductive Reasoning53
The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
- Information Ordering53
The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
- Problem Sensitivity53
The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
- Mathematical Reasoning50
The ability to choose the right mathematical methods or formulas to solve a problem.
- Written Expression50
The ability to communicate information and ideas in writing so others will understand.
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- Category Flexibility47
The ability to generate or use different sets of rules for combining or grouping things in different ways.
- Number Facility47
The ability to add, subtract, multiply, or divide quickly and correctly.
- Perceptual Speed44
The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
- Selective Attention44
The ability to concentrate on a task over a period of time without being distracted.
- Fluency of Ideas41
The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
- Memorization41
The ability to remember information such as words, numbers, pictures, and procedures.
- Flexibility of Closure38
The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
- Speed of Closure38
The ability to quickly make sense of, combine, and organize information into meaningful patterns.
- Time Sharing38
The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources).
- Finger Dexterity35
The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects.
- Far Vision31
The ability to see details at a distance.
- Auditory Attention28
The ability to focus on a single source of sound in the presence of other distracting sounds.
- Originality28
The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
- Visualization25
The ability to imagine how something will look after it is moved around or when its parts are moved or rearranged.
- Arm-Hand Steadiness22
The ability to keep your hand and arm steady while moving your arm or while holding your arm and hand in one position.
- Control Precision22
The ability to quickly and repeatedly adjust the controls of a machine or a vehicle to exact positions.
- Manual Dexterity22
The ability to quickly move your hand, your hand together with your arm, or your two hands to grasp, manipulate, or assemble objects.
- Trunk Strength22
The ability to use your abdominal and lower back muscles to support part of the body repeatedly or continuously over time without "giving out" or fatiguing.
- Hearing Sensitivity19
The ability to detect or tell the differences between sounds that vary in pitch and loudness.
- Visual Color Discrimination16
The ability to match or detect differences between colors, including shades of color and brightness.
- Wrist-Finger Speed13
The ability to make fast, simple, repeated movements of the fingers, hands, and wrists.
- Dynamic Strength10
The ability to exert muscle force repeatedly or continuously over time. This involves muscular endurance and resistance to muscle fatigue.
- Explosive Strength6
The ability to use short bursts of muscle force to propel oneself (as in jumping or sprinting), or to throw an object.
- Gross Body Coordination6
The ability to coordinate the movement of your arms, legs, and torso together when the whole body is in motion.
- Stamina6
The ability to exert yourself physically over long periods of time without getting winded or out of breath.
- Gross Body Equilibrium3
The ability to keep or regain your body balance or stay upright when in an unstable position.
- Depth Perception0
The ability to judge which of several objects is closer or farther away from you, or to judge the distance between you and an object.
- Dynamic Flexibility0
The ability to quickly and repeatedly bend, stretch, twist, or reach out with your body, arms, and/or legs.
- Extent Flexibility0
The ability to bend, stretch, twist, or reach with your body, arms, and/or legs.
- Glare Sensitivity0
The ability to see objects in the presence of a glare or bright lighting.
- Multilimb Coordination0
The ability to coordinate two or more limbs (for example, two arms, two legs, or one leg and one arm) while sitting, standing, or lying down. It does not involve performing the activities while the whole body is in motion.
- Night Vision0
The ability to see under low-light conditions.
- Peripheral Vision0
The ability to see objects or movement of objects to one's side when the eyes are looking ahead.
- Rate Control0
The ability to time your movements or the movement of a piece of equipment in anticipation of changes in the speed and/or direction of a moving object or scene.
- Reaction Time0
The ability to quickly respond (with the hand, finger, or foot) to a signal (sound, light, picture) when it appears.
- Response Orientation0
The ability to choose quickly between two or more movements in response to two or more different signals (lights, sounds, pictures). It includes the speed with which the correct response is started with the hand, foot, or other body part.
- Sound Localization0
The ability to tell the direction from which a sound originated.
- Spatial Orientation0
The ability to know your location in relation to the environment or to know where other objects are in relation to you.
- Speed of Limb Movement0
The ability to quickly move the arms and legs.
- Static Strength0
The ability to exert maximum muscle force to lift, push, pull, or carry objects.
Work Activities
General types of job behaviors occurring on multiple jobs.
- Getting Information84
Observing, receiving, and otherwise obtaining information from all relevant sources.
- Communicating with Supervisors, Peers, or Subordinates78
Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
- Establishing and Maintaining Interpersonal Relationships77
Developing constructive and cooperative working relationships with others, and maintaining them over time.
- Evaluating Information to Determine Compliance with Standards72
Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
- Making Decisions and Solving Problems72
Analyzing information and evaluating results to choose the best solution and solve problems.
- Performing for or Working Directly with the Public70
Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
- Resolving Conflicts and Negotiating with Others67
Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
- Working with Computers67
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
- Monitoring Processes, Materials, or Surroundings66
Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.
- Processing Information62
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
- Updating and Using Relevant Knowledge61
Keeping up-to-date technically and applying new knowledge to your job.
- Identifying Objects, Actions, and Events59
Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
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- Communicating with People Outside the Organization58
Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
- Organizing, Planning, and Prioritizing Work58
Developing specific goals and plans to prioritize, organize, and accomplish your work.
- Selling or Influencing Others58
Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
- Assisting and Caring for Others52
Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.
- Guiding, Directing, and Motivating Subordinates51
Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.
- Training and Teaching Others50
Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
- Coaching and Developing Others49
Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.
- Judging the Qualities of Objects, Services, or People46
Assessing the value, importance, or quality of things or people.
- Developing and Building Teams45
Encouraging and building mutual trust, respect, and cooperation among team members.
- Documenting/Recording Information43
Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
- Coordinating the Work and Activities of Others42
Getting members of a group to work together to accomplish tasks.
- Developing Objectives and Strategies42
Establishing long-range objectives and specifying the strategies and actions to achieve them.
- Performing Administrative Activities42
Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
- Analyzing Data or Information40
Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
- Interpreting the Meaning of Information for Others37
Translating or explaining what information means and how it can be used.
- Scheduling Work and Activities37
Scheduling events, programs, and activities, as well as the work of others.
- Inspecting Equipment, Structures, or Materials34
Inspecting equipment, structures, or materials to identify the cause of errors or other problems or defects.
- Controlling Machines and Processes33
Using either control mechanisms or direct physical activity to operate machines or processes (not including computers or vehicles).
- Providing Consultation and Advice to Others32
Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.
- Thinking Creatively32
Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.
- Performing General Physical Activities30
Performing general physical activities includes doing activities that require considerable use of your arms and legs and moving your whole body, such as climbing, lifting, balancing, walking, stooping, and handling materials.
- Staffing Organizational Units27
Recruiting, interviewing, selecting, hiring, and promoting employees in an organization.
- Handling and Moving Objects24
Using hands and arms in handling, installing, positioning, and moving materials, and manipulating things.
- Estimating the Quantifiable Characteristics of Products, Events, or Information22
Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.
- Monitoring and Controlling Resources20
Monitoring and controlling resources and overseeing the spending of money.
- Operating Vehicles, Mechanized Devices, or Equipment10
Running, maneuvering, navigating, or driving vehicles or mechanized equipment, such as forklifts, passenger vehicles, aircraft, or watercraft.
- Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment4
Providing documentation, detailed instructions, drawings, or specifications to tell others about how devices, parts, equipment, or structures are to be fabricated, constructed, assembled, modified, maintained, or used.
- Repairing and Maintaining Electronic Equipment4
Servicing, repairing, calibrating, regulating, fine-tuning, or testing machines, devices, and equipment that operate primarily on the basis of electrical or electronic (not mechanical) principles.
- Repairing and Maintaining Mechanical Equipment3
Servicing, repairing, adjusting, and testing machines, devices, moving parts, and equipment that operate primarily on the basis of mechanical (not electronic) principles.
Work Styles
Personal characteristics that can affect how well someone performs a job.
- Dependability88
A tendency to be reliable, responsible, and consistent in meeting work-related obligations.
- Attention to Detail81
A tendency to be detail-oriented, organized, and thorough in completing work.
- Cooperation75
A tendency to be pleasant, helpful, and willing to assist others at work.
- Integrity75
A tendency to be honest and ethical at work.
- Social Orientation75
A tendency to seek out, enjoy, and be energized by social interaction at work.
- Self-Control57
A tendency to remain calm and composed and to manage emotions effectively in response to criticism or difficult situations at work.
- Cautiousness56
A tendency to be careful, deliberate, and risk-avoidant when making work-related decisions or doing work.
- Sincerity53
A tendency to be genuine and sincere in interactions with others at work, without concern for personal gain or self-interest.
- Empathy48
A tendency to show concern for others and be sensitive to others' needs and feelings at work.
- Optimism46
A tendency to exhibit a positive attitude and positive emotions at work, even under difficult circumstances.
- Self-Confidence39
A tendency to believe in one's work-related capabilities and ability to control one's work-related outcomes.
- Initiative36
A tendency to be proactive and take on extra responsibilities and tasks that may fall outside of one's required work role.
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- Stress Tolerance36
A tendency to cope and function effectively in stressful situations at work.
- Adaptability35
A tendency to be open to and comfortable with change, new experiences, or ideas at work.
- Achievement Orientation33
A tendency to establish and maintain personally challenging work-related goals, set high work-related standards, and exert high effort toward meeting those goals and standards.
- Perseverance31
A tendency to exhibit determination and resolve to perform or complete tasks in the face of difficult circumstances or obstacles at work.
- Humility26
A tendency to be modest and humble when interacting with others at work.
- Intellectual Curiosity11
A tendency to seek out and acquire new work-related knowledge and obtain a deep understanding of work-related subjects.
- Leadership Orientation11
A tendency to lead, take charge, offer opinions, and provide direction at work.
- Tolerance for Ambiguity3
A tendency to be comfortable with ambiguity and uncertainty at work.
Interests (RIASEC)
Holland's six occupational interest types (RIASEC) this work tends to attract.
- Conventional98
Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.
- Enterprising61
Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.
- Social44
Work involves helping, teaching, advising, assisting, or providing service to others. Social occupations are often associated with social, health care, personal service, teaching/education, or religious activities.
- Investigative15
Work involves studying and researching non-living objects, living organisms, disease or other forms of impairment, or human behavior. Investigative occupations are often associated with physical, life, medical, or social sciences, and can be found in the fields of humanities, mathematics/statistics, information technology, or health care service.
- Realistic6
Work involves designing, building, or repairing of equipment, materials, or structures, engaging in physical activity, or working outdoors. Realistic occupations are often associated with engineering, mechanics and electronics, construction, woodworking, transportation, machine operation, agriculture, animal services, physical or manual labor, athletics, or protective services.
- Artistic0
Work involves creating original visual artwork, performances, written works, food, or music for a variety of media, or applying artistic principles to the design of various objects and materials. Artistic occupations are often associated with visual arts, applied arts and design, performing arts, music, creative writing, media, or culinary art.
Work Context
Physical and social factors that influence the nature of work.
Telephone Conversations
- Every day90%
Contact With Others
- Constant contact with others89%
- Contact with others most of the time11%
E-Mail
- Every day87%
- Once a week or more but not every day13%
Face-to-Face Discussions with Individuals and Within Teams
- Every day79%
- Once a week or more but not every day11%
Importance of Being Exact or Accurate
- Extremely important67%
- Very important33%
Deal With External Customers or the Public in General
- Extremely important71%
- Important19%
Importance of Repeating Same Tasks
- Extremely important74%
- Fairly important15%
Indoors, Environmentally Controlled
- Every day79%
- Never21%
Work With or Contribute to a Work Group or Team
- Extremely important54%
- Very important20%
- Fairly important17%
Frequency of Decision Making
- Every day48%
- Once a week or more but not every day31%
- Never11%
Time Pressure
- Every day45%
- Once a week or more but not every day13%
- Once a month or more but not every week34%
Physical Proximity
- Very close (near touching)21%
- Moderately close (at arm's length)44%
- Slightly close (e.g., shared office)35%
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Coordinate or Lead Others in Accomplishing Work Activities
- Extremely important29%
- Very important50%
- Fairly important11%
Impact of Decisions on Co-workers or Company Results
- Very important results36%
- Important results33%
- Moderate results12%
- Minor results19%
Spend Time Making Repetitive Motions
- Continually or almost continually21%
- More than half the time48%
- Less than half the time29%
Determine Tasks, Priorities and Goals
- A lot of freedom11%
- Limited freedom21%
- Very little freedom11%
Written Letters and Memos
- Every day23%
- Once a week or more but not every day31%
- Once a month or more but not every week17%
- Once a year or more but not every month29%
Spend Time Sitting
- Continually or almost continually23%
- More than half the time25%
- About half the time32%
Freedom to Make Decisions
- Some freedom49%
- Limited freedom34%
- Very little freedom17%
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
- Continually or almost continually44%
- More than half the time15%
- Less than half the time11%
- Never30%
Dealing With Unpleasant, Angry, or Discourteous People
- Once a week or more but not every day28%
- Once a month or more but not every week40%
- Once a year or more but not every month23%
Duration of Typical Work Week
- More than 40 hours11%
- 40 hours89%
Conflict Situations
- Once a week or more but not every day36%
- Once a month or more but not every week44%
- Once a year or more but not every month13%
Consequence of Error
- Extremely serious27%
- Very serious11%
Degree of Automation
- Highly automated44%
- Slightly automated33%
- Not at all automated13%
Level of Competition
- Highly competitive25%
- Moderately competitive32%
- Slightly competitive36%
Spend Time Standing
- More than half the time23%
- About half the time21%
Work Outcomes and Results of Other Workers
- High responsibility13%
- Moderate responsibility44%
- Limited responsibility34%
Spend Time Walking or Running
- About half the time34%
- Less than half the time26%
- Never20%
Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable
- Every day25%
- Once a year or more but not every month29%
- Never38%
Spend Time Bending or Twisting Your Body
- Continually or almost continually12%
- More than half the time11%
- About half the time11%
- Less than half the time42%
- Never23%
Health and Safety of Other Workers
- High responsibility25%
- Moderate responsibility16%
- Limited responsibility34%
- No responsibility25%
Public Speaking
- Once a month or more but not every week15%
- Once a year or more but not every month26%
- Never51%
Exposed to Contaminants
- Every day11%
- Never79%
Exposed to Extremely Bright or Inadequate Lighting Conditions
- Every day13%
- Never77%
Outdoors, Exposed to All Weather Conditions
- Once a week or more but not every day13%
- Never81%
Spend Time Kneeling, Crouching, Stooping, or Crawling
- Less than half the time49%
- Never51%
Exposed to Cramped Work Space, Awkward Positions
- Once a week or more but not every day11%
- Never89%
Dealing with Violent or Physically Aggressive People
- Once a year or more but not every month31%
- Never69%
Indoors, Not Environmentally Controlled
- Never88%
Outdoors, Under Cover
- Once a year or more but not every month16%
- Never84%
Exposed to Disease or Infections
- Never90%
Pace Determined by Speed of Equipment
- Not important at all90%
Spend Time Keeping or Regaining Balance
- Never98%
Exposed to Hazardous Conditions
- Never100%
Exposed to Hazardous Equipment
- Never100%
Exposed to High Places
- Never100%
Exposed to Minor Burns, Cuts, Bites, or Stings
- Never100%
Exposed to Radiation
- Never100%
Exposed to Very Hot or Cold Temperatures
- Never100%
Exposed to Whole Body Vibration
- Never100%
In an Enclosed Vehicle or Operate Enclosed Equipment
- Never100%
In an Open Vehicle or Operating Equipment
- Never100%
Spend Time Climbing Ladders, Scaffolds, or Poles
- Never100%
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
- Never100%
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
- Never100%
Work Schedules
- Regular (established routine, set schedule)100%
Typical Education Levels Reported
Education levels O*NET survey respondents in this occupation most often reported having.
- High school diploma or equivalent
- Some college, no degree
- Post-secondary certificate
Technology Skills
Specific software and technology tools commonly used on the job.
Spreadsheet software
Microsoft Excel
Presentation software
Microsoft PowerPoint
Data base user interface and query software
Corporate Information Factory CIF, Fiserv financial services software, Harland Financial Solutions DepositPro
Electronic mail software
Email software, IBM Lotus Notes
Enterprise resource planning ERP software
DCI iCore, Microsoft Dynamics GP
Financial analysis software
Financial needs analysis software, Systems Union Group MIS DecisionWare
Internet browser software
Microsoft Internet Explorer, Web browser software
Document management software
Microsoft SharePoint
Customer relationship management CRM software
IPS-Sendero Relationship Profitability Manager Catalyst
Office suite software
Microsoft Office software
Word processing software
Microsoft Word
Professional Associations
Organizations related to this occupation, such as industry and licensing bodies.
Related Occupations
Occupations that call for similar work and worker requirements.
- Tellers
- Sales Representatives, Services, All Other
- Customer Service Representatives
- Securities, Commodities, and Financial Services Sales Agents
- Credit Authorizers, Checkers, and Clerks
- Credit Counselors and Loan Officers
- Bill and Account Collectors
- Loan Interviewers and Clerks
- Personal Financial Advisors
- Financial Managers
- Credit Counselors and Loan Officers
- Bookkeeping, Accounting, and Auditing Clerks
- Financial Analysts
- Credit Analysts
- Telemarketers
- Office Clerks, General
- Insurance Claims and Policy Processing Clerks
- Insurance Sales Agents
- Billing and Posting Clerks
Detailed Work Activities
More specific, granular versions of the Work Activities above.
- Execute sales or other financial transactions.
- Issue money, credit, or vouchers.
- Collect deposits, payments or fees.
- Compile data or documentation.
- Enter information into databases or software programs.
- Type documents.
- Explain regulations, policies, or procedures.
- Discuss goods or services information with customers or patrons.
- Obtain personal or financial information about customers or applicants.
- Interview employees, customers, or others to collect information.
- Refer customers to appropriate personnel.
- Respond to customer problems or complaints.
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- Distribute materials to employees or customers.
- Schedule appointments.
- Sell products or services.
- Operate office equipment.
This page incorporates information from O*NET Web Services by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA).
Based on federal labor and demographic data. Data source & methodology