Statement Clerk  What They Do

Just the Facts

Statement Clerks Career Video

Prepares and distributes bank statements to customers, answers inquiries, and reconciles discrepancies in records and accounts.

This career is part of the Transportation, Distribution and Logistics cluster Sales and Service pathway.

A person in this career:

  • Posts stop-payment notices to prevent payment of protested checks.
  • Verifies signatures and required information on checks.
  • Retrieve checks returned to customers in error, adjusting customer accounts and answering inquiries about errors as necessary.
  • Routes statements for mailing or over-the-counter delivery to customers.
  • Monitors equipment to ensure proper operation.
  • Fixes minor problems, such as equipment jams, and notifies repair personnel of major equipment problems.
  • Weighs envelopes containing statements to determine correct postage and affixes postage, using stamps or metering equipment.
  • Compares previously prepared bank statements with canceled checks and reconciles discrepancies.
  • Matches statements with batches of canceled checks by account numbers.
  • Takes orders for imprinted checks.

Working Conditions and Physical Demands

People who do this job report that:

  • You would sit most of the time. There's some walking and standing. You may have to lift and carry things like books, papers or tools weighing 10 lbs. or less.
  • Work in this occupation involves using your hands to hold, control, and feel objects more than one-third of the time
  • Work in this occupation requires being inside most of the time
  • Work in this occupation involves making repetitive motions more than one-third of the time
  • Work in this occupation involves sitting more than one-third of the time

Working in this career involves (physical activities):

  • Seeing clearly up close
  • Speaking clearly enough to be able to be understood by others
  • Identifying and understanding the speech of another person

Work Hours and Travel

  • Regular working hours and limited travel

Specialty and Similar Careers

Careers that are more detailed or close to this career:

  • Account Services Representative --
  • Bookkeeping Assistant --
  • Data Processor --
  • Item Processing Clerk --
  • Operations Clerk --
  • Reconciling Clerk --
  • Statement Distribution Clerk --
  • Statement Processor --
  • Statement Services Representative --