Career summary

Details for Statement Clerks


Description

Prepare and distribute bank statements to customers, answer inquiries, and reconcile discrepancies in records and accounts.

Tasks

  • Post stop-payment notices to prevent payment of protested checks.
  • Verify signatures and required information on checks.
  • Retrieve checks returned to customers in error, adjusting customer accounts and answering inquiries about errors as necessary.
  • Route statements for mailing or over-the-counter delivery to customers.
  • Monitor equipment to ensure proper operation.
  • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
  • Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
  • Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
  • Match statements with batches of canceled checks by account numbers.
  • Take orders for imprinted checks.
  • Encode and cancel checks, using bank machines.
  • Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
  • Maintain files of canceled checks and customers' signatures.

Interests

  • Social - Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
  • Enterprising - Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
  • Conventional - Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Education, training, experience

  • Education - These occupations usually require a high school diploma.
  • Training - Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.
  • Experience - Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.

Knowledge

  • Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Skills

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