Statement Clerks job and career information

Career:
Statement Clerk

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

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What Statement Clerks do:

Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
Route statements for mailing or over-the-counter delivery to customers.
Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
Verify signatures and required information on checks.
Maintain files of canceled checks and customers' signatures.

Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.

Match statements with batches of canceled checks by account numbers.

Post stop-payment notices to prevent payment of protested checks.

Retrieve checks returned to customers in error, adjusting customer accounts and answering inquiries about errors as necessary.

Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.

Monitor equipment to ensure proper operation.

Take orders for imprinted checks.

Encode and cancel checks, using bank machines.

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What work activities does a Statement Clerk do?

Importance		Activities
		Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources.
		Processing Information - Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
		Interacting With Computers - Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
		Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work.
		Performing Administrative Activities - Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

		Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job.
		Communicating with Supervisors, Peers, or Subordinates - Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
		Evaluating Information to Determine Compliance with Standards - Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
		Interpreting the Meaning of Information for Others - Translating or explaining what information means and how it can be used.
		Analyzing Data or Information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
		Establishing and Maintaining Interpersonal Relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time.
		Documenting/Recording Information - Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
		Making Decisions and Solving Problems - Analyzing information and evaluating results to choose the best solution and solve problems.
		Communicating with Persons Outside Organization - Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
		Coordinating the Work and Activities of Others - Getting members of a group to work together to accomplish tasks.