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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

  • Account Services Representative
  • Bookkeeping Assistant
  • Data Processor
  • Item Processing Clerk
  • Operations Clerk
  • Reconciling Clerk
  • Statement Clerk
  • Statement Distribution Clerk
  • Statement Processor
  • Statement Services Representative

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

  • Execute sales or other financial transactions.
  • Maintain financial or account records.
  • Maintain office equipment in proper operating condition.
  • Monitor equipment operation to ensure proper functioning.
  • Operate office equipment.
  • Order materials, supplies, or equipment.
  • Provide information to coworkers.
  • Reconcile records of sales or other financial transactions.
  • Report maintenance or equipment problems to appropriate personnel.
  • Route mail to correct destinations.
  • Verify accuracy of financial or transactional data.
  • Weigh parcels to determine shipping costs.

Military Crosswalk Titles

  • Financial Management and Comptroller (Air Force - Enlisted)
  • Financial Management and Comptroller Apprentice (Air Force - Enlisted)
  • Financial Management and Comptroller Craftsman (Air Force - Enlisted)
  • Financial Management and Comptroller Helper (Air Force - Enlisted)
  • Financial Management and Comptroller Journeyman (Air Force - Enlisted)
  • Financial Management and Comptroller Superintendent (Air Force - Enlisted)

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

  • Statement Clerk