← Risk register SOC 43-4141 · reviewed 2026-08-11

New Accounts Clerks

36,860 US workers · median $47,670/yr · Office

COOKED

The core of this job — collecting applicant information, keying it into the core banking system, running ID and credit checks, explaining rate sheets and fee schedules, and generating signature cards — is exactly what online and mobile account-opening flows already do without a human. What remains is the in-branch moment: physically inspecting a driver's license, notarizing, reassuring an anxious older customer, and untangling the cases where the automated flow rejected someone. Branch consolidation compounds the software pressure, so headcount falls even where the tasks technically survive.

10-year outlook: Expect continued double-digit decline in this title over ten years as digital onboarding absorbs the paperwork; the surviving jobs are re-badged as personal or relationship bankers with fraud-review and licensed-sales duties attached.

US employment, 2019–2025-15.1%
43,42036,860 workers

Part 2020 shock, part continued decline in the years since.

Median pay $36,550 → $47,670 +4.3% in real terms (nominal +30.4%, less ~25% US inflation over the period)

The job count is not the verdict

This line is counted by the Bureau of Labor Statistics — the one figure on this page that isn't a judgement of ours. Headcount moves on demand, offshoring, demographics and the business cycle, and automation is one term among several, often not the loudest.

So a falling line is not evidence that AI did it, and a rising one is not evidence that it won't. Both happen in this register: some occupations resist automation and shrink anyway, others are highly automatable and keep growing. The marked year is 2020.

BLS projection, 2024–2034

-13.2% 38,900 → 33,800 on the projections basis

Exposed, and shrinking

Both signals point the same way: the tasks are largely automatable and the BLS projects -13.2% by 2034. This is the case where the score and the forecast agree, and it is the one worth taking seriously.

Different clocks. The score is what current AI could do to this work today. The projection is how many of these jobs will exist in 2034. Everything between the two — how fast employers actually adopt, whether demand grows in the meantime — is why they can point opposite ways without either being wrong.

~2,300 openings a year on average, including replacing people who leave.

One email if this score changes. Watch as many occupations as you like from the same address — no account, and nothing is sent on a schedule, only when a verdict actually moves.

Also known as — 23 job titles this covers

Titles reported by people doing this work, from the US Department of Labor's O*NET survey. If your job title is here, this page is about your work even though the name doesn't match.

Admit ClerkRetail BankerPersonal BankerUniversal BankerNew Accounts ClerkBank RepresentativeRelationship BankerBanking Services ClerkRetail Personal BankerBilingual Personal BankerBranch Service SpecialistPersonal Banker AssociateFinancial Services OfficerCustomer Service SpecialistNew Accounts RepresentativeMember Service RepresentativeSafe Deposit Box Rental ClerkBanking Services RepresentativeRelationship Banking SpecialistFinancial Service RepresentativeBilingual Spanish Personal BankerNew Client Banking Services ClerkNew Accounts Banking Representative

Score — 22/100 resistance

Holding it up: trust premium (7/20). Weakest point: liability shield (3/20).

Five dimensions, 0–20 each, summed. Higher means more protected. The arithmetic is shown so you can check it: 4 + 4 + 3 + 7 + 4 = 22. · Scored 2026-08-11, and re-examined when evidence accumulates rather than on a schedule.

Task resistance 4/20

Core tasks are already automatable Opening a checking account, ordering debit cards, setting up direct deposit, and keying CIP data into Fiserv or Jack Henry are already end-to-end digital products at every major bank — the 4 rather than a 9 reflects that even the exception work (a rejected ChexSystems hit, a trust account signature card) is increasingly routed to a centralized ops team rather than the branch desk.

Embodiment 4/20

Fully desk- and screen-based The only physical acts are handling a driver's license or passport under a UV lamp, running a signature card through a scanner, and pointing at a safe deposit box — all inside a climate-controlled branch at a seated workstation, which is why this sits at 4 and not in the 5-12 band with tellers who handle cash drawers and vaults.

Liability shield 3/20

No licence, no signature requirement No state licence gates this work; a notary commission is common but notarizing costs $50 and protects the acknowledgment, not the account decision — BSA/CIP and Reg CC compliance liability lands on the bank and its BSA officer, and the 3 rather than 0 is only that notary appointment.

Trust premium 7/20

Some relationship component Some customers do ask for the person who opened their mother's estate account, and cross-sell numbers do depend on rapport at the desk — but the 7 rather than 13 is because most new-account relationships are one transaction long and the ongoing relationship transfers to a personal banker or the app.

Judgment & accountability 4/20

Executes defined procedures on defined inputs Decisions here run off written scripts: CIP documentary requirements, the ChexSystems decline matrix, and the officer-approval threshold for waiving a fee or overriding a hold — the 4 rather than 8 reflects that anything genuinely ambiguous, like a suspicious-activity concern or a nonresident alien account, escalates to a branch manager or BSA officer by policy.

Confidence: high · reviewed 2026-08-11 · how scoring works

What this job involves — and which parts are yours

The verdict above describes this occupation as a whole. Almost nobody does the typical version of a job — tick what's actually in your week and see how your own mix sits.

AI already does these at usable quality

These still need a person

Active moats on the surviving side: trust, physical-presence

How to future-proof this job

Training paths for your skill gaps: Coursera — decision making under uncertainty free to audit · edX — supply chain and inventory management free to audit · MIT OpenCourseWare — finance and accounting free · Coursera — critical thinking and logic, audit free free to audit · edX — systems thinking and evaluation methods free to audit · MIT OpenCourseWare — full course materials across every department, free free · Coursera — negotiation courses, audit free free to audit · MIT OpenCourseWare — problem-solving and analytical method courses free · Coursera — negotiation, influence and persuasion courses free to audit

All 35 skills ranked by how many jobs they open →

Where this experience transfers — occupations you could move toward

Computed from U.S. Dept. of Labor O*NET skill and knowledge profiles: high overlap with what you already do, a materially higher resistance score, no large jump in required training, and no licence you would have to start a new pipeline to get. Targets that pay meaningfully less, that are themselves COOKED, or whose own headcount is falling are excluded — a move into a shrinking trade is not an escape.

Loan Officers EXPOSED · 37/100 · you already have ~77% of the skill profile

Skills to close: Judgment and Decision Making, Management of Material Resources, Management of Financial Resources, Critical Thinking

Credit Counselors EXPOSED · 39/100 · you already have ~71% of the skill profile

Skills to close: Systems Evaluation, Active Learning, Negotiation, Complex Problem Solving

Insurance Sales Agents EXPOSED · 45/100 · you already have ~71% of the skill profile

Skills to close: Negotiation, Systems Evaluation, Critical Thinking, Persuasion

What would move this back up — beyond any one person

The moves above are yours to make. This is the other half: what would have to change in the world for the occupation itself to score higher. None of it is in any one person's gift, but it is where the floor actually comes from. Scores here are not a one-way ratchet. Only two of the five dimensions — task resistance and embodiment — track what machines can do. The other three track law, what buyers will pay for, and who is answerable, and those move in both directions, often in response to the same pressure AI creates. If every lever below landed, this occupation would score around 37/100 — EXPOSED.

4 specific changes that would raise this score
  • already happening judgment accountability +5

    Task-mix shift is real here and already visible: the straightforward openings are gone to app flows, so what reaches a human is the exception tier — CIP mismatches, thin-file and ITIN applicants, fraud-flag overrides, elder-abuse and coercion red flags, trust/estate and small-business entity accounts where beneficial ownership must be untangled. If banks formally designate the branch role as the documented override authority for automated CIP/fraud rejections (a signed exception memo reviewable by examiners), the role owns consequential calls rather than keying data. Watch for adverse-action and fair-lending pressure making 'a human reviewed this rejection' an audit expectation.

  • already happening task resistance +3

    Same two-tier mechanism: once routine keying is fully automated, measured residual work is exception handling, entity-account documentation, and suspicious-activity escalation, which current systems handle poorly. This raises the score without raising headcount — branch consolidation cuts the number of these jobs even as each remaining one gets harder.

  • plausible liability shield +5

    FinCEN CIP/CDD rules currently let banks verify identity non-documentarily; a rule (or OCC/FDIC exam expectation) requiring documentary in-person verification with a named bank employee attesting to inspection of the physical ID for accounts above a risk threshold — analogous to the beneficial-ownership certification form under 31 CFR 1010.230 — would put a specific human's name on the file. State notary law is the other hinge: states that have NOT adopted remote online notarization (or that restrict RON for account/signature-card execution) keep a commissioned human physically required, and notary commissions carry personal liability and bond.

  • plausible trust premium +2

    Narrow route only: CFPB/state pressure on branch closures in underserved areas, plus state 'banking desert' bills and CRA branch-presence credit, sustain demand for an in-person opener for cash-preferring, limited-English, unbanked and elderly customers. This is a subsidized floor, not a premium buyers pay.

The limit. Even with every lever, this stays a low-scoring occupation. Liability and judgment attach to the bank and its BSA officer, not to the clerk, and there is no license or personal exposure to build on. The binding constraint is branch count, not task automation — headcount falls regardless of what happens to the score.

These are conditions, not forecasts — what would have to happen, not what will. Specific rules, cases and bills are named so you can go and check whether they exist and where they stand; verify before relying on any of them. Nothing here is legal or financial advice.

Where this work is, and what it pays there

BLS metro figures for 144 areas. The verdict above does not change by city — the rubric judges what the work involves, not where it happens — but pay and headcount do, and the national median hides a very wide range.

Most of these jobs

New York-Newark-Jersey City, NY-NJ 2,940 $58,980 +24%
Chicago-Naperville-Elgin, IL-IN 1,270 $49,950 +5%
Atlanta-Sandy Springs-Roswell, GA 850 $45,620 -4%
Oklahoma City, OK 730 $45,550 -4%
Detroit-Warren-Dearborn, MI 720 $46,780 -2%
Las Vegas-Henderson-North Las Vegas, NV 590 $47,460 +0%
Dallas-Fort Worth-Arlington, TX 550 $49,850 +5%
Omaha, NE-IA 530 $48,150 +1%

Best paid

New York-Newark-Jersey City, NY-NJ 2,940 $58,980 +24%
Washington-Arlington-Alexandria, DC-VA-MD-WV 160 $58,410 +23%
St. Louis, MO-IL 380 $57,090 +20%

Percentages are against this occupation's national median of $47,670. Counts are jobs in that metro, not vacancies. Metros where the BLS suppressed the cell are absent rather than shown as zero.

Who is actually doing this — nobody, on the record

We have no reported case of a named organisation automating this occupation. Not one deployment, not one announcement.

That is worth saying out loud next to a score of 22. The verdict above is about what the work exposes — what current AI could do to these tasks. It is not a claim that anyone has done it. For this occupation those two things have come apart completely: the capability argument is on this page, and the evidence column is empty.

Read that as a gap in the reporting we can see, not proof of absence — the dispatch runs on English-language feeds and misses plenty. If you know of a case, tell us, or add a field report from inside the job.

Quick take — do you do this job?

Has AI actually changed your work? One tap, anonymous, and the running tally is public. Nothing else is asked of you.

Self-reported and unverified — a sentiment signal, not a survey. One response per person per occupation; you can change your answer.

Field reports — what people say has changed

No field reports yet. A written account takes a paragraph rather than a tap, goes to an editor before it appears, and is the one thing on this page the rubric cannot produce on its own.

File a field report

Concrete beats general: a tool that arrived, a task that moved, a headcount decision you watched happen. Don't include anything that identifies you or your employer if that would put you at risk.

Watch this verdict
Kept current

Rather than check back: get the digest and we'll tell you what changed — or watch a single occupation from its own page.