Statement Clerks

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About the Job

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

It is also Called

  • Account Analyst
  • Accounting Clerk
  • Accounts Payable Specialist
  • Accounts Receivable Clerk
  • Bookkeeper
  • Bookkeeping Clerk
  • Bookkeeping Supervisor
  • Check Totaler
  • Data Entry Clerk
  • Data Processor

What They Do

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

Interests

People who work in this occupation generally have the interest code: CES.

This means people who work in this occupation generally have Conventional interests, but also prefer Enterprising and Social environments.

Work Values

People who work in this occupation generally prize Support, but also value Relationships and Independence in their jobs.

Things They Need to Know

  • English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  • Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Things They Need to Be Able to Do

  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • Time Management - Managing one's own time and the time of others.
  • Speaking - Talking to others to convey information effectively.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
  • Writing - Communicating effectively in writing as appropriate for the needs of the audience.

Education Required

These occupations usually require a high school diploma.

LMI Region

Wages

In 2013, the average annual wage in United States was $34,940 with most people making between $23,750 and $47,930

Outlook

1.79%
avg. annual growth

During 2010, this occupation employed approximately 504,000 people in United States. It is projected that there will be 604,000 employed in 2020.

This occupation will have about 9,000 openings due to growth and about 178,000 replacement openings for approximately 187,000 total annual openings.