Your work. Your records.
New Accounts Clerk Workplace Records Guide
New accounts clerks may explain services, prepare applications and cover teller duties in the same shift. A workplace timeline should distinguish those responsibilities and identify who reviewed an account-opening step rather than relying on customer files as personal evidence.
Call now(800) 800-5555Free initial case evaluation. Representation depends on work state and case eligibility. This guide explains record preparation; it does not determine whether a legal claim exists.
A record map for your role
What to organize first
Role switch
List when you moved between opening accounts and teller or other service duties.
Approval dependency
Record the step awaiting review and when the responsible role responded.
Feedback detail
Describe the stated process error and correction request without retaining customer information.
Start with the work you actually do
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
O*NET classifies this occupation as New Accounts Clerks (43-4141.00). Its description covers a typical occupation, not every workplace or individual job. It does not establish employee status, overtime eligibility or employer misconduct.
- Perform teller duties as required.Source task 4730 · updated 08/2020
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.Source task 4723 · updated 08/2020
- Collect and record customer deposits and fees and issue receipts, using computers.Source task 4728 · updated 08/2020
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.Source task 4726 · updated 08/2020
A reference point for your pay records
May 2025 wage estimates by state
Compare your pay records with published BLS estimates for New Accounts Clerks (SOC 43-4141). These describe an occupation across employers. They are not a required pay rate, an overtime calculation, or evidence of discrimination or unpaid wages.
Select your work state to see its published pay range. No personal pay information is requested or sent.
The 25th and 75th percentiles mark the middle half of the estimated wage distribution; the median is its midpoint. Actual pay can differ with experience, employer, location and duties. Hourly and annual figures are shown as published, without converting one into the other.
All published state estimates for this occupation
| State | Hourly 25th | Hourly median | Hourly 75th | Annual median |
|---|---|---|---|---|
| Alabama | $18.57 | $21.53 | $22.78 | $44,780 |
| Arkansas | $16.74 | $17.16 | $22.07 | $35,680 |
| Connecticut | $24.13 | $27.44 | $28.45 | $57,080 |
| Delaware | $21.32 | $22.67 | $23.22 | $47,150 |
| Florida | $21.47 | $22.08 | $23.42 | $45,930 |
| Georgia | $21.15 | $22.00 | $23.87 | $45,770 |
| Hawaii | $22.52 | $22.81 | $24.86 | $47,440 |
| Idaho | $20.08 | $22.00 | $23.91 | $45,760 |
| Indiana | $18.66 | $20.65 | $24.48 | $42,950 |
| Iowa | $20.18 | $21.94 | $23.01 | $45,630 |
| Kansas | $17.81 | $19.31 | $22.98 | $40,170 |
| Kentucky | $18.48 | $21.15 | $24.37 | $43,990 |
| Louisiana | Not published | Not published | Not published | Not published |
| Maine | $21.55 | $22.80 | $23.99 | $47,420 |
| Michigan | $20.47 | $22.49 | $24.76 | $46,780 |
| Minnesota | $21.97 | $23.52 | $27.80 | $48,920 |
| Mississippi | $17.18 | $19.67 | $22.43 | $40,910 |
| Missouri | $19.18 | $24.17 | $27.45 | $50,270 |
| Montana | $19.41 | $20.96 | $22.08 | $43,610 |
| Nebraska | $20.79 | $22.66 | $23.58 | $47,140 |
| New Hampshire | $21.98 | $23.16 | $25.45 | $48,170 |
| New Mexico | $17.95 | $24.70 | $26.43 | $51,380 |
| New York | $23.08 | $27.86 | $28.52 | $57,950 |
| North Carolina | $22.15 | $23.79 | $29.14 | $49,480 |
| North Dakota | $24.06 | $27.87 | $30.64 | $57,970 |
| Ohio | $21.70 | $23.23 | $24.16 | $48,310 |
| Oklahoma | $17.36 | $20.86 | $22.60 | $43,380 |
| Pennsylvania | $21.11 | $22.75 | $24.34 | $47,330 |
| Tennessee | $23.03 | $23.93 | $24.88 | $49,770 |
| Texas | $18.54 | $21.17 | $23.97 | $44,040 |
| Utah | $19.72 | $21.58 | $22.59 | $44,890 |
| Vermont | $22.40 | $23.03 | $23.56 | $47,910 |
| Virginia | $20.01 | $22.28 | $26.73 | $46,350 |
| West Virginia | $16.04 | $18.52 | $21.10 | $38,520 |
| Wisconsin | $22.02 | $23.10 | $24.23 | $48,050 |
| Wyoming | $19.56 | $22.00 | $22.79 | $45,760 |
“Not published” preserves unavailable or suppressed source cells. “Above reporting limit” preserves a top-coded source value without inventing a number. A missing state estimate does not establish service eligibility. The data describe wage and salary employment; they do not measure self-employment income.
Source: BLS May 2025 state workbook · OEWS tables · BLS technical notes. Use your own schedule, pay statement and compensation terms to identify the question you want reviewed.
Map the assigned service role
Record when you were assigned to new accounts, deposit handling or other coverage. Note changes to service targets or available staffing. Keep time spent explaining procedures separate from time waiting for an approval or missing document.
Trace corrections and approvals
If an application or deposit entry was questioned, describe the process stage and the stated concern. Record who requested correction and what authority you had to complete it. Do not include account balances, identity information or customer documents in your notes.
Protect financial records
Do not copy applications, identification records, receipts or account screens. Use your own schedule and permitted employment messages. Identify the official workflow record and custodian if a reviewer needs to examine the sequence.
Choose your next step
Review the workplace retaliation guide, unpaid wages guide, or discrimination guide if those concerns fit your experience. A job title alone does not establish a claim.
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