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Summary Report for:
43-3021.01 - Statement Clerks

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

Sample of reported job titles: Account Services Representative, Bookkeeping Assistant, Data Processor, Item Processing Clerk, Operations Clerk, Reconciling Clerk, Statement Clerk, Statement Distribution Clerk, Statement Processor, Statement Services Representative

View report: Summary  Details  Custom

Tasks  |  Tools & Technology  |  Knowledge  |  Skills  |  Abilities  |  Work Activities  |  Work Context  |  Job Zone  |  Education  |  Credentials  |  Interests  |  Work Styles  |  Work Values  |  Related Occupations  |  Wages & Employment  |  Job Openings  |  Additional Information

Tasks

  • Post stop-payment notices to prevent payment of protested checks.
  • Verify signatures and required information on checks.
  • 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 to ensure proper operation.
  • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
  • 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.
  • Take orders for imprinted checks.
  • Encode and cancel checks, using bank machines.

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Tools & Technology

Tools used in this occupation:

Check endorsing machines — Check and document signers; Check cancelling machines
Franking or postage machines — Digital postal meters; Mechanical postal meters
Mail sealing machines — Envelope sealing machines; Envelope stuffers
Optical character recognition systems — Magnetic ink character recognition MICR encoding machines; Magnetic ink character recognition MICR readers
Postal scales — Shipping scales

Technology used in this occupation:

Access software — Image Deposit Exchange Check Station; Remote deposit capture software
Document management software — Check processing software; VECTORsgi Check Management Solution
Financial analysis software — Accuity EPICWare; IPS of Boston DoubleCheck; Positive pay software
Graphics or photo imaging software — Fiserv PEP+ reACH; Image replacement document IRD printing software; Mitek Systems ImageNet Payments; VECTORsgi Image Exchange Solution
Spreadsheet software — Microsoft Excel

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Knowledge

Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Clerical — Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

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Skills

Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Reading Comprehension — Understanding written sentences and paragraphs in work related documents.
Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Speaking — Talking to others to convey information effectively.
Service Orientation — Actively looking for ways to help people.

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Abilities

Near Vision — The ability to see details at close range (within a few feet of the observer).
Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.
Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
Speech Recognition — The ability to identify and understand the speech of another person.
Category Flexibility — The ability to generate or use different sets of rules for combining or grouping things in different ways.
Selective Attention — The ability to concentrate on a task over a period of time without being distracted.

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Work Activities

Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
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.
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.
Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.
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.
Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.

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Work Context

Contact With Others — How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?
Time Pressure — How often does this job require the worker to meet strict deadlines?
Importance of Being Exact or Accurate — How important is being very exact or highly accurate in performing this job?
Face-to-Face Discussions — How often do you have to have face-to-face discussions with individuals or teams in this job?
Structured versus Unstructured Work — To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals?
Telephone — How often do you have telephone conversations in this job?
Work With Work Group or Team — How important is it to work with others in a group or team in this job?
Importance of Repeating Same Tasks — How important is repeating the same physical activities (e.g., key entry) or mental activities (e.g., checking entries in a ledger) over and over, without stopping, to performing this job?
Electronic Mail — How often do you use electronic mail in this job?
Freedom to Make Decisions — How much decision making freedom, without supervision, does the job offer?

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Job Zone

Title Job Zone Two: Some Preparation Needed
Education These occupations usually require a high school diploma.
Related Experience Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.
Job Training Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.
Job Zone Examples These occupations often involve using your knowledge and skills to help others. Examples include sheet metal workers, forest fire fighters, customer service representatives, physical therapist aides, salespersons (retail), and tellers.
SVP Range (4.0 to < 6.0)

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Education


Percentage of Respondents
Education Level Required
52   High school diploma or equivalent Help
35   Some college, no degree
13   Associate's degree

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Credentials

Find Certifications

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Interests

Interest code: CES

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.
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.
Social — Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

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Work Styles

Integrity — Job requires being honest and ethical.
Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.
Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.
Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
Self Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high stress situations.
Social Orientation — Job requires preferring to work with others rather than alone, and being personally connected with others on the job.
Concern for Others — Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace.
Independence — Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.

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Work Values

Support — Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
Relationships — Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
Independence — Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

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Related Occupations

29-2071.00 Medical Records and Health Information Technicians Bright Outlook
43-2011.00 Switchboard Operators, Including Answering Service
43-3021.02 Billing, Cost, and Rate Clerks Bright Outlook
43-3051.00 Payroll and Timekeeping Clerks
43-4071.00 File Clerks
43-4171.00 Receptionists and Information Clerks Bright Outlook
43-9021.00 Data Entry Keyers
43-9022.00 Word Processors and Typists
43-9041.01 Insurance Claims Clerks
43-9061.00 Office Clerks, General   Bright Outlook Bright Outlook  

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Wages & Employment Trends

Median wages data collected from Billing and Posting Clerks.
Employment data collected from Billing and Posting Clerks.
Industry data collected from Billing and Posting Clerks.

Median wages (2013) $16.26 hourly, $33,820 annual
State wages Local Salary Info
 
Employment (2012) 514,000 employees
Projected growth (2012-2022) Faster than average (15% to 21%) Faster than average (15% to 21%)
Projected job openings (2012-2022) 187,800
State trends Employment Trends
 
Top industries (2012)

Source: Bureau of Labor Statistics 2013 wage data external site and 2012-2022 employment projections external site. "Projected growth" represents the estimated change in total employment over the projections period (2012-2022). "Projected job openings" represent openings due to growth and replacement.

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Job Openings on the Web

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Sources of Additional Information

Disclaimer: Sources are listed to provide additional information on related jobs, specialties, and/or industries. Links to non-DOL Internet sites are provided for your convenience and do not constitute an endorsement.

  • Financial Clerks external site. Bureau of Labor Statistics, U.S. Department of Labor. Occupational Outlook Handbook, 2014-15 Edition.

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