The tasks · New Accounts ClerksSOC 43-4141.00
Compile and enter account data into systemsWhat can do this →
88% · agentMostly automatable
Process transactions, deposits, fees, and wire transfersWhat can do this →
85% · agentMostly automatable
Interview customers and obtain account informationWhat can do this →
78% · agentMostly automatable
Explain services, procedures, and answer customer questionsWhat can do this →
64% · agentPartly automatable
Investigate and correct account errors per customer requestWhat can do this →
62% · agentPartly automatable
Issue safe-deposit keys and admit customers to vaultsWhat can do this →
8% · you keepBarely automatable
The team5 agents · 4 need no setup
Account Data Entry Agent
Microsoft Excel · Email software · Docs
● No integration needed
Transaction Processing Agent
Fiserv financial services software · Microsoft Excel · Email software
Needs Fiserv financial services software
Customer Service Agent
Email software · Web browser software · Docs
● No integration needed
Customer Interview Agent
Email software · Microsoft Word · Chat
● No integration needed
Error Resolution Agent
Microsoft Excel · Email software · Fiserv financial services software
● No integration needed
You keep this
Approve high-value or complex transactions and wire transfersOwn final decisions on account opening for high-risk or unusual casesPhysical vault access and safe-deposit box managementMaintain accountability for regulatory compliance and audit trails
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three
The most automatable work in this job, and the one tool we would use for each. Every task has a page of its own with the reasoning and every occupation that does it.
