Back to directory

New Accounts Clerk

Agent skill
1 skill

Use when a task needs the judgment of a new accounts clerk — opening a personal or business deposit account under CIP/KYC requirements, screening a new customer against the OFAC SDN list, identifying beneficial owners on a legal-entity account, setting up a signature card with the correct authority scope, or matching a customer's stated need to the right account product.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategoryGeneralStars0

About this skill

Use when a task needs the judgment of a new accounts clerk — opening a personal or business deposit account under CIP/KYC requirements, screening a new customer against the OFAC SDN list, identifying beneficial owners on a legal-entity account, setting up a signature card with the correct authority scope, or matching a customer's stated need to the right account product.

Quick start

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
Review the source before using this skill

This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: 3bc08bc66fde9cfd6d1d6b61a25be3e341309cdc615e8a6a6ae3dc7a170b72a9

About scan coverage and limitations

About this listing

Category
General
Reported license
MIT
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
New Accounts Clerk | Agent Skills Atlas