What Do Statement Clerks Do (including Their Typical Day At Work)

Job Description

Statement Clerks prepare and distribute bank statements to customers, answer inquiries, and reconcile discrepancies in records and accounts. They also post stop-payment notices to prevent payment of protested checks.

Other tasks include:

• Verify signatures and required information on 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.
• Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
• Match statements with batches of canceled checks by account numbers.
• Take orders for imprinted checks.

We asked Statement Clerks how satisfied they are with their job. Here is what they said.

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66% of them said they were satisfied with their job and 48% said they find that their job makes the world a better place or helps to make someone else’s life better.

Typical Day At Work

On a daily basis, Statement Clerks verify signatures and required information on checks. They take orders for imprinted checks.

A typical day for a Statement Clerk will also include:

• Route statements for mailing or over-the-counter delivery to customers.
• Monitor equipment to ensure proper operation.
• Maintain files of canceled checks and customers’ signatures.
• 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.

We asked some Statement Clerks a few questions to find out what else does their work day look like. Here is what we found.

	Do you have telephone conversations everyday in this job?	73% said yes
	How important is it to work in a team in this job?	61% said very important
	Do you have group discussions everyday in this job?	65% said yes
	Do you talk or work with customers everyday in this job?	27% said yes
	Do you have to deal with angry customers everyday in this job?	24% said yes
	Do you have to make decisions everyday in this job?	49% said yes

Other responsibilities

Besides their typical day, Statement Clerks also fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems. They may also encode and cancel checks, using bank machines.

On a weekly to monthly basis, Statement Clerks Match statements with batches of canceled checks by account numbers. They might also Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.

In addition, they Compare previously prepared bank statements with canceled checks and reconcile discrepancies.

Although specific duties may vary, many of them Route statements for mailing or over-the-counter delivery to customers.

To some Statement Clerks, it is also their responsibility to Monitor equipment to ensure proper operation.

Working life

Standard 40 hour work week

Regular schedule like a 9 to 5

In a typical work week as a Statement Clerk, you can expect to work 40 hour work week.

Is this right for me

People who are suitable for this job tends to like following set procedures and routines. They like working with data and details more than with ideas..

They also like starting up and carrying out projects. They like leading people and making many decisions. Sometimes they require risk taking and often deal with business.

You can read more about these career personality types here.

Explore other careers

http://www.bls.gov/OOH/office-and-administrative-support/financial-clerks.htm

http://www.aba.com/

https://www.mba.org/