Statement Clerks
SOC: 43-3021.01

Description:

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


National Salary Information:

Hourly Statistics:

Annual Statistics:

Source: Bureau of Labor Statistics 2015 wage data.


Employment Projections:

Employment (2014):
514,600 employed

Projected (2024):
581,100 employed

Projected growth (2014-2024)


Source: Bureau of Labor Statistics 2015 2014-2024 employment projections external site. "Projected growth" represents the estimated change in total employment over the projections period (2014-2024). "Projected job openings" represent openings due to growth and replacement.


Alternate Titles:

  • Account Analyst
  • Account Services Representative
  • Bookkeeping Assistant
  • Check Totaler
  • Data Processor
  • Item Processing Clerk
  • Item Processor
  • Operations Clerk
  • Processing Clerk
  • Reconciler
  • Reconciliation Clerk
  • Reconciling Clerk
  • Statement Clerk
  • Statement Distribution Clerk
  • Statement Processor
  • Statement Services Representative


  • Job Zone Two: Some Preparation Needed

    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.

    Education:

    These occupations usually require a high school diploma.

    Job 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.


    Required Skills:

  • Reading Comprehension
  • Active Listening
  • Writing
  • Speaking
  • Mathematics
  • Critical Thinking
  • Active Learning
  • Learning Strategies
  • Monitoring
  • Social Perceptiveness
  • Coordination
  • Persuasion
  • Negotiation
  • Instructing
  • Service Orientation
  • Complex Problem Solving
  • Technology Design
  • Programming
  • Operation Monitoring
  • Operation and Control
  • Troubleshooting
  • Repairing
  • Judgment and Decision Making
  • Systems Analysis
  • Systems Evaluation
  • Time Management
  • Management of Personnel Resources

  • Knowledge Used:

  • Administration and Management
  • Clerical
  • Economics and Accounting
  • Sales and Marketing
  • Customer and Personal Service
  • Personnel and Human Resources
  • Production and Processing
  • Computers and Electronics
  • Engineering and Technology
  • Mechanical
  • Mathematics
  • Physics
  • Psychology
  • Geography
  • Education and Training
  • English Language
  • Public Safety and Security
  • Law and Government
  • Telecommunications
  • Communications and Media


  • Tasks:

  • Encode and cancel checks, using bank machines.
  • Take orders for imprinted checks.
  • Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
  • Verify signatures and required information on checks.
  • Post stop-payment notices to prevent payment of protested checks.
  • Maintain files of canceled checks and customers' signatures.
  • Match statements with batches of canceled checks by account numbers.
  • Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
  • Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
  • 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.

  • Tools & Technology:

  • Check and document signers
  • Check cancelling machines
  • Check filing cabinets
  • Check sorting machines
  • Desktop computers
  • Digital cameras
  • Digital postal meters
  • Envelope opening machines
  • Envelope sealing machines
  • Envelope stuffers
  • Magnetic ink character recognition MICR encoding machines
  • Magnetic ink character recognition MICR printers
  • Magnetic ink character recognition MICR readers
  • Mechanical postal meters
  • Microfilm cameras
  • Paper collaters
  • Paper folders
  • Proof machines
  • Shipping scales
  • Accuity EPICWare
  • Check imaging software
  • Check processing software
  • Check sorting control software
  • Fiserv PEP+ reACH
  • HelpIT Systems addressIT
  • Image Deposit Exchange Check Station
  • Image exchange networks
  • Image replacement document IRD printing software
  • IPS of Boston DoubleCheck
  • Microsoft Access
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft Project
  • Microsoft Word
  • Mitek Systems ImageNet Payments
  • Optical character recognition OCR software
  • Positive pay software
  • Remote deposit capture software
  • VECTORsgi Check Management Solution
  • VECTORsgi Image Exchange Solution


  • office and administrative support


    industry stats

    SOC: 43-0000

    Total Employed: 21,846,420

    Average Annual Salary: $36,330