The tasks · TellersSOC 43-3071.00
Data entry, record-keeping, and transaction processingWhat can do this →
88% · agentMostly automatable
Financial calculations, verification, and reconciliationWhat can do this →
85% · agentMostly automatable
Document preparation, correspondence, and filingWhat can do this →
82% · agentMostly automatable
Customer account inquiries and problem resolutionWhat can do this →
58% · agentPartly automatable
Product sales, recommendations, and service explanationsWhat can do this →
42% · you keepPartly automatable
Physical cash handling, vault monitoring, and in-person verificationWhat can do this →
18% · you keepBarely automatable
The team4 agents · 4 need no setup
Transaction Processing Agent
Microsoft Excel · Microsoft Dynamics · Email software
● No integration needed
Financial Reconciliation Agent
Microsoft Excel · Sage 50 Accounting · Microsoft Word
● No integration needed
Correspondence & Documentation Agent
Microsoft Word · Microsoft Outlook · Hyland Software OnBase
● No integration needed
Customer Support Agent
Email software · Microsoft Dynamics · Chat
● No integration needed
You keep this
Approve high-value or exception transactions requiring managerial overridePhysically handle cash, count currency, and secure vault operationsBuild and maintain trusted customer relationships for complex financial needsMake final decisions on account discrepancies and fraud investigations
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.
