Details for Statement Clerks
Prepare and distribute bank statements to customers, answer inquiries, and reconcile discrepancies in records and accounts.
- 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.
- 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.
- Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
- Credit Authorizers
- Insurance Claims Clerks
- Mail Clerks and Mail Machine Operators, Except Postal Service
- Municipal Clerks
- New Accounts Clerks
- Office Clerks, General
- Order Fillers, Wholesale and Retail Sales
- Procurement Clerks