Statement Clerks

Career Description: Prepare and distribute bank statements to customers, answer inquiries, and reconcile discrepancies in records and accounts.

Industry: Office and Administrative Support

Other Job Titles for Statement Clerks:

• Realistic: Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.
• Investigative: Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.
• Artistic: Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.
• Social: Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
• 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.
• 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.
• First Interest High-Point: Primary-Rank Descriptiveness
• Second Interest High-Point: Secondary-Cutoff/Rank Descriptiveness
• Third Interest High-Point: Tertiary-Cutoff/Rank Descriptiveness

• Encode and cancel checks, using bank machines.
• Take orders for imprinted checks.
• Compare previously prepared bank statements with canceled checks, and reconcile discrepancies.
• Verify signatures and required information on checks.
• Post stop-payment notices in order to prevent payment of protested checks.
• Maintain files of canceled checks and customers' signatures.
• Match statements with batches of canceled checks by account numbers.
• Weigh envelopes containing statements in order to determine correct postage and affix postage using stamps or metering equipment.
• Load machines with statements, cancelled checks, and envelopes in order to prepare statements for distribution to customers, or stuff envelopes by hand.
• 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 in order to ensure proper operation.
• Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
• Manage projects and contribute to committee and team work.
• Mail newsletters, promotional material, and other information.
• Order and dispense supplies.
• Conduct searches to find needed information, using such sources as the Internet.
• Provide services to customers, such as order placement and account information.
• Collect and disburse funds from cash accounts, and keep records of collections and disbursements.
• Prepare and mail checks.
• Establish work procedures and schedules and keep track of the daily work of clerical staff.
• Coordinate conferences and meetings.
• Take dictation in shorthand or by machine and transcribe information.
• Arrange conferences, meetings, and travel reservations for office personnel.
• Operate electronic mail systems and coordinate the flow of information, internally and with other organizations.
• Supervise other clerical staff and provide training and orientation to new staff.
• Use equipment such as forklifts and automated "trains" to move containers of mail.
• Sell mail products, and accept payment for products and mailing charges.
• Operate embossing machines or typewriters to make corrections, additions, and changes to address plates.

Emerging Tasks

• Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
• Compose, type, and distribute meeting notes, routine correspondence, and reports (e.g., presentations and expense, statistical, and monthly reports).
• Coordinate conferences, meetings, and special events (e.g., luncheons, graduation ceremonies), and prepare event materials, such as flyers and invitations.
• Create, maintain, and enter information into databases.
• Develop and maintain internal and external company web sites.
• Operate office equipment, such as fax machines, copiers, and phone systems, and arrange for repairs when equipment malfunctions.
• Perform payroll functions, such as collect, record, and maintain timekeeping information (e.g., hours worked, leave, overtime), and process and submit payroll.
• Record information, update paperwork, and set up and manage paper and electronic filing systems to maintain documents (e.g., attendance records, correspondence, sensitive materials).
• Use computers for various applications (e.g., spreadsheet, word processing) and train and assist staff with computer usage.
• Repair books using mending tape, paste, and brushes, or prepare books to be sent to a bindery for repair.
• Schedule, supervise, and train clerical workers, volunteers, student assistants, and other library employees.

• Analyzing Data or Information: Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
• Assisting and Caring for Others: Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.
• Coaching and Developing Others: Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.
• Communicating with Persons Outside Organization: Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
• Communicating with Supervisors, Peers, or Subordinates: Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
• Controlling Machines and Processes: Using either control mechanisms or direct physical activity to operate machines or processes (not including computers or vehicles).
• Coordinating the Work and Activities of Others: Getting members of a group to work together to accomplish tasks.
• Developing and Building Teams: Encouraging and building mutual trust, respect, and cooperation among team members.
• Developing Objectives and Strategies: Establishing long-range objectives and specifying the strategies and actions to achieve them.
• Documenting/Recording Information: Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
• Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment: Providing documentation, detailed instructions, drawings, or specifications to tell others about how devices, parts, equipment, or structures are to be fabricated, constructed, assembled, modified, maintained, or used.
• Establishing and Maintaining Interpersonal Relationships: Developing constructive and cooperative working relationships with others, and maintaining them over time.
• Estimating the Quantifiable Characteristics of Products, Events, or Information: Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.
• Evaluating Information to Determine Compliance with Standards: Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
• Getting Information: Observing, receiving, and otherwise obtaining information from all relevant sources.
• Guiding, Directing, and Motivating Subordinates: Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.
• Handling and Moving Objects: Using hands and arms in handling, installing, positioning, and moving materials, and manipulating things.
• Identifying Objects, Actions, and Events: Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
• Inspecting Equipment, Structures, or Material: Inspecting equipment, structures, or materials to identify the cause of errors or other problems or defects.
• Interacting With Computers: Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
• Interpreting the Meaning of Information for Others: Translating or explaining what information means and how it can be used.
• Judging the Qualities of Things, Services, or People: Assessing the value, importance, or quality of things or people.
• Making Decisions and Solving Problems: Analyzing information and evaluating results to choose the best solution and solve problems.
• Monitor Processes, Materials, or Surroundings: Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.
• Monitoring and Controlling Resources: Monitoring and controlling resources and overseeing the spending of money.
• Operating Vehicles, Mechanized Devices, or Equipment: Running, maneuvering, navigating, or driving vehicles or mechanized equipment, such as forklifts, passenger vehicles, aircraft, or water craft.
• Organizing, Planning, and Prioritizing Work: Developing specific goals and plans to prioritize, organize, and accomplish your work.
• Performing Administrative Activities: Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
• Performing for or Working Directly with the Public: Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
• Performing General Physical Activities: Performing physical activities that require considerable use of your arms and legs and moving your whole body, such as climbing, lifting, balancing, walking, stooping, and handling of materials.
• Processing Information: Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
• Provide Consultation and Advice to Others: Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.
• Repairing and Maintaining Electronic Equipment: Servicing, repairing, calibrating, regulating, fine-tuning, or testing machines, devices, and equipment that operate primarily on the basis of electrical or electronic (not mechanical) principles.
• Repairing and Maintaining Mechanical Equipment: Servicing, repairing, adjusting, and testing machines, devices, moving parts, and equipment that operate primarily on the basis of mechanical (not electronic) principles.
• Resolving Conflicts and Negotiating with Others: Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
• Scheduling Work and Activities: Scheduling events, programs, and activities, as well as the work of others.
• Selling or Influencing Others: Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
• Staffing Organizational Units: Recruiting, interviewing, selecting, hiring, and promoting employees in an organization.
• Thinking Creatively: Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.
• Training and Teaching Others: Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
• Updating and Using Relevant Knowledge: Keeping up-to-date technically and applying new knowledge to your job.

Detailed Work Activities

• answer customer or public inquiries
• compile data for financial reports
• detect discrepancies on records or reports
• examine documents for completeness, accuracy, or conformance to standards
• examine financial documents to verify issue
• fill out business or government forms
• inspect outgoing mail for conformance to standards or accuracy
• maintain inventory of office forms
• maintain records, reports, or files
• monitor operation of document sorting machine
• monitor operation of mail preparation or handling machines
• obtain financial information from individuals
• operate business machines
• prepare correspondence relating to financial discrepancies
• process mail through postage machine
• reconcile or balance financial records
• resolve customer or public complaints
• sell products or services
• type letters or correspondence
• use computers to enter, access or retrieve data
• use telephone communication techniques
• verify signatures for financial transactions
• maintain telephone logs
• maintain travel expense accounts
• make travel reservations
• paste up materials to be printed
• perform typing or data entry for extended duration
• prepare billing statements
• prepare contract documents
• prepare corporate minute books
• prepare financial reports
• prepare or maintain employee records
• prepare tax reports
• prepare travel vouchers
• process invoices
• process payroll documents, records, or checks
• provide technical support to computer users
• publicize job openings
• reconcile or balance financial records
• route multi-line telephone calls
• schedule meetings or appointments
• schedule or contract meeting facilities
• schedule real estate closings
• take dictation
• take meeting notes
• take messages
• transcribe spoken or written information
• type document from machine transcription
• type letters or correspondence
• use accounting or bookkeeping software
• use computers to enter, access or retrieve data
• use desktop publishing software
• use oral or written communication techniques
• use shorthand writing procedures
• use spreadsheet software
• use word processing or desktop publishing software
• write business correspondence
• write employee orientation or training materials
• schedule employee work hours
• schedule meetings or appointments
• select software for clerical activities
• sell products or services
• sort books, publications, or other items
• sort mail letters or packages
• take dictation
• take messages
• transcribe spoken or written information
• type document from machine transcription
• type letters or correspondence
• understand technical operating, service or repair manuals
• use accounting or bookkeeping software
• use computers to enter, access or retrieve data
• use library or online Internet research techniques
• use oral or written communication techniques
• use relational database software
• use spreadsheet software
• use telephone communication techniques
• use word processing or desktop publishing software
• write business correspondence

Overall Experience
Some previous work-related skill, knowledge, or experience may be helpful in these occupations, but usually is not needed. For example, a teller might benefit from experience working directly with the public, but an inexperienced person could still learn to be a teller with little difficulty.

Job Training
Employees in these occupations need anywhere from a few months to one year of working with experienced employees.

Education
These occupations usually require a high school diploma and may require some vocational training or job-related course work. In some cases, an associate's or bachelor's degree could be needed.

Examples
These occupations often involve using your knowledge and skills to help others. Examples include sheet metal workers, forest fire fighters, customer service representatives, pharmacy technicians, salespersons (retail), and tellers.

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• Projected growth (2006-2016): 4.38%
• Projected need (2006-2016): 23,753
• Employment (2006): 541,869

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