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Statement Clerks
SOC Code: 43-3021.01

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

Tasks

  • Post stop-payment notices to prevent payment of protested checks.
  • Verify signatures and required information on 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.
  • Monitor equipment to ensure proper operation.
  • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
  • Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
  • Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
  • Take orders for imprinted checks.
  • Encode and cancel checks, using bank machines.
  • 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.

Technology Skills

  • Access software - Image Deposit Exchange Check Station; Remote deposit capture software
  • Customer relationship management CRM software - HelpIT Systems addressIT
  • Data base user interface and query software - Microsoft Access
  • Document management software - Check processing software; VECTORsgi Check Management Solution
  • Electronic mail software - Microsoft Outlook
  • Financial analysis software - Accuity EPICWare; IPS of Boston DoubleCheck; Positive pay software
  • Graphics or photo imaging software - Fiserv PEP+ reACH; Image replacement document IRD printing software; Mitek Systems ImageNet Payments; VECTORsgi Image Exchange Solution (see all 6 examples)
  • Industrial control software - Check sorting control software
  • Office suite software - Microsoft Office
  • Optical character reader OCR or scanning software - Optical character recognition OCR software
  • Project management software - Microsoft Project
  • Spreadsheet software - Microsoft Excel
  • Word processing software - Microsoft Word

Tools Used

  • Check endorsing machines - Check and document signers; Check cancelling machines
  • Desktop computers
  • Digital cameras
  • Digital image printers - Magnetic ink character recognition MICR printers
  • Filing cabinets or accesories - Check filing cabinets
  • Franking or postage machines - Digital postal meters; Mechanical postal meters
  • Letter folders - Paper folders
  • Mail opening machines - Envelope opening machines
  • Mail sealing machines - Envelope sealing machines; Envelope stuffers
  • Microfilm cameras
  • Optical character recognition systems - Magnetic ink character recognition MICR encoding machines; Magnetic ink character recognition MICR readers
  • Paper sorting machines - Paper collaters
  • Postal scales - Shipping scales
  • Scientific calculator - Proof machines
  • Sorters - Check sorting machines

Knowledge

  • Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • 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.
  • English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Skills

  • 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.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Speaking - Talking to others to convey information effectively.
  • Service Orientation - Actively looking for ways to help people.

Abilities

  • Near Vision - The ability to see details at close range (within a few feet of the observer).
  • Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
  • Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
  • Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.
  • Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
  • Information Ordering - The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
  • Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
  • Speech Recognition - The ability to identify and understand the speech of another person.
  • Category Flexibility - The ability to generate or use different sets of rules for combining or grouping things in different ways.
  • Selective Attention - The ability to concentrate on a task over a period of time without being distracted.
  • Speech Clarity - The ability to speak clearly so others can understand you.
  • Written Comprehension - The ability to read and understand information and ideas presented in writing.

Interests

  • Interest code: CES
    • Conventional - Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
    • Enterprising - Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
    • Social - Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Work Context

  • Contact With Others - 95% responded “Constant contact with others.”
  • Time Pressure - 77% responded “Every day.”
  • Importance of Being Exact or Accurate - 85% responded “Extremely important.”
  • Face-to-Face Discussions - 65% responded “Every day.”
  • Structured versus Unstructured Work
  • Telephone - 73% responded “Every day.”
  • Work With Work Group or Team - 61% responded “Extremely important.”
  • Importance of Repeating Same Tasks - 14% responded “Important.”
  • Electronic Mail - 52% responded “Every day.”
  • Freedom to Make Decisions - 67% responded “Some freedom.”
  • Physical Proximity - 44% responded “Slightly close (e.g., shared office).”
  • Letters and Memos - 11% responded “Once a year or more but not every month.”
  • Spend Time Sitting - 52% responded “Continually or almost continually.”
  • Spend Time Making Repetitive Motions - 37% responded “Continually or almost continually.”
  • Deal With External Customers - 27% responded “Extremely important.”
  • Frequency of Decision Making - 34% responded “Once a year or more but not every month.”
  • Impact of Decisions on Co-workers or Company Results - 36% responded “Minor results.”
  • Deal With Unpleasant or Angry People - 34% responded “Once a year or more but not every month.”
  • Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls - 48% responded “Continually or almost continually.”
  • Indoors, Environmentally Controlled - 53% responded “Every day.”

Education

Percentage of RespondentsEducation Level Required
52%High school diploma or equivalent
35%Some college, no degree
13%Associate's degree

Work Styles

  • Integrity - Job requires being honest and ethical.
  • Dependability - Job requires being reliable, responsible, and dependable, and fulfilling obligations.
  • Attention to Detail - Job requires being careful about detail and thorough in completing work tasks.
  • Cooperation - Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
  • Self Control - Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
  • Stress Tolerance - Job requires accepting criticism and dealing calmly and effectively with high stress situations.
  • Social Orientation - Job requires preferring to work with others rather than alone, and being personally connected with others on the job.
  • Concern for Others - Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
  • Adaptability/Flexibility - Job requires being open to change (positive or negative) and to considerable variety in the workplace.
  • Independence - Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
  • Analytical Thinking - Job requires analyzing information and using logic to address work-related issues and problems.
  • Initiative - Job requires a willingness to take on responsibilities and challenges.
  • Innovation - Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.
  • Achievement/Effort - Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
  • Leadership - Job requires a willingness to lead, take charge, and offer opinions and direction.
  • Persistence - Job requires persistence in the face of obstacles.

Work Values

  • Support - Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
  • Relationships - Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
  • Independence - Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Wages & Trends

  • Median wages (2017)
    • $17.72 hourly, $36,860 annual
  • Employment (2016)
    • 501,000 employees
  • Projected growth (2016-2026)
    • Faster than average (10% to 14%)
  • Projected job openings (2016-2026)
    • 59,500

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