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

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Job Description, Daily Responsibilities, and Work Life

Statement Clerks

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

Salary
$41610
Becoming One
Easy
Education
No degree required
Job Satisfaction
Job Growth

Personality



Job Description

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.

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 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

Working hours

Standard 40 hour work week

Working schedule

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.

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

Every day
53%


Never
47%


Do Statement Clerks work outdoors?

Never
84%


Every day
16%



Is this right for me

Best personality for this career

The Organizers and The Entrepreneurs

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.



Learn more about Statement Clerks

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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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