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Statement Clerks - 43-3021.01

O*NET-SOC Description

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

Sample of Reported Job Titles

  • Data Processor
  • Statement Clerk
  • Statement Distribution Clerk
  • Statement Services Representative
  • Data Entry Clerk
  • Item Processing Clerk
  • Statement Processor
  • Reconciling Clerk

SOC Occupation Groups

Related Occupations

Tasks

  • Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
  • Encode and cancel checks, using bank machines.
  • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
  • 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.
  • Match statements with batches of canceled checks by account numbers.
  • Monitor equipment to ensure proper operation.
  • 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.
  • Route statements for mailing or over-the-counter delivery to customers.
  • Take orders for imprinted checks.
  • Verify signatures and required information on checks.
  • Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.

Detailed Work Activities

  • answer customer or public inquiries
  • compile data for financial reports
  • detect discrepancies on records or reports
  • examine documents for completeness, accuracy, or conformance to standards
  • examine financial documents to verify issue
  • fill out business or government forms
  • inspect outgoing mail for conformance to standards or accuracy
  • maintain inventory of office forms
  • maintain records, reports, or files
  • monitor operation of document sorting machine
  • monitor operation of mail preparation or handling machines
  • obtain financial information from individuals
  • operate business machines
  • prepare correspondence relating to financial discrepancies
  • process mail through postage machine
  • reconcile or balance financial records
  • resolve customer or public complaints
  • sell products or services
  • type letters or correspondence
  • use computers to enter, access or retrieve data
  • use telephone communication techniques
  • verify signatures for financial transactions

Military Crosswalk Titles

No information available.

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

  • Statement Clerk