What Do Statement Clerks Do: Job Description, Responsibilities and Duties

Stanley TanLeave a Comment



daily life of a Statement Clerk
are Statement Clerks happy with their job

Statement Clerks

Other names for this job might include Account Analyst, Account Services Representative, Bookkeeping Assistant, Check Totaler, Data Processor, Item Processing Clerk, Operations Clerk, Reconciliation Clerk, Reconciling Clerk, Statement Clerk


  • $36300
    Salary
  • 66%
    Job satisfaction
  • Easy
    Becoming one
  • High
    Job growth
OwlGuru Rank

C+



Being A Statement Clerk: What You Really Do


In this job description guide, you will find out what do Statement Clerks do and what is their typical work day like.

After reading this, you will have a much better idea on whether you will like working as a Statement Clerk or not.



Job summary

Statement Clerks prepare and distribute bank statements to customers, answer inquiries, and reconcile discrepancies in records and accounts.

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

Job satisfaction

66%

How meaningful is this job

48%


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.



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Typical day

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

1 of the main responsibilities as A Statement Clerk is to Maintain files of canceled checks and customers’ signatures.

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

In a normal work day, another thing that Statement Clerks do is they Retrieve checks returned to customers in error, adjusting customer accounts and answering inquiries about errors as necessary.

In addition to that, they Route statements for mailing or over-the-counter delivery to customers..

A typical day for A Statement Clerk look like this:

Order materials, supplies, or equipment.
Verify accuracy of financial or transactional data.
Maintain financial or account records.

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
Do you have to use email everyday in this job?52% 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 have to meet strict deadlines everyday in this job?77% 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 the “typical day” things that Statement Clerks do, they Encode and cancel checks, using bank machines. They might also Compare previously prepared bank statements with canceled checks and reconcile discrepancies.

On a weekly to monthly basis, Statement Clerks Post stop-payment notices to prevent payment of protested checks. and Match statements with batches of canceled checks by account numbers.

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

Although specific duties may vary, many of them Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.

A typical week or month for them might include:

Execute sales or other financial transactions.
Reconcile records of sales or other financial transactions.
Provide information to coworkers.
Verify accuracy of financial or transactional data.
Operate office equipment.



Working life

Working hours

40 hours per week

Working schedule

Regular (Set schedule and routine)


In a typical work week as A Statement Clerk, you can expect to work 40 hours per week.

Do Statement Clerks work in an office-style work environment?

Everyday
53.1%

Once a week
0%

Once a month
0%

Once a year
0%

Never
46.9%

Do Statement Clerks work in a warehouse-style work environment?

Everyday
0%

Once a week
0%

Once a month
0%

Once a year
0%

Never
100%

Do Statement Clerks work outdoors?

Everyday
16.13%

Once a week
0%

Once a month
0%

Once a year
0%

Never
83.87%



Is this right for me

Best personality for this career

The Organizers and The Persuaders


You can read more about these career personality types here.

You will like this career if you are someone who likes following set procedures and routines. They like working with data and details more than with ideas.

You 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.



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Rank: C
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They perform duties too varied and diverse to be classified in any specific office clerical occupation, requiring knowledge of office systems and procedures. Clerical duties may be assigned in accordance with the office procedures of individual establishments and may include a combination of answering telephones, bookkeeping, typing or word processing, stenography, office machine operation, and filing.
Rank: B
Salary: $35560

They compile data, compute fees and charges, and prepare invoices for billing purposes. Duties include computing costs and calculating rates for goods, services, and shipment of goods; posting data; and keeping other relevant records. May involve use of computer or typewriter, calculator, and adding and bookkeeping machines.






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Career type

Office and Administration
Business Financial Management and Accounting

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Related to Statement Clerks Job Description

Statement Clerks job description, what do Statement Clerks do, typical day for Statement Clerks, what is it like to work as a Statement Clerk, how many hours do Statement Clerks work, day to day work of a Statement Clerk

Additional resources

http://www.bls.gov/OOH/office-and-administrative-support/financial-clerks.htm
http://www.aba.com/
https://www.mba.org/

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Statement Clerks
Written by: Stanley Tan
Statement Clerks prepare and distribute bank statements to customers, answer inquiries, and reconcile discrepancies in records and accounts.
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