Also called: Data Processor, Item Processing Clerk, Statement Clerk, Statement Distribution Clerk
Produced by CareerOneStop
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At banks, doctors’ offices, and government agencies, financial clerks ensure that financial transactions are on track and on time. They help customers, generate bills, and keep financial records up to date. Financial clerks also provide general clerical support in financial settings. There are several types of financial clerks: Billing and posting clerks calculate charges and prepare bills to be mailed out to customers. They review purchase orders, sales tickets, charge slips, and hospital records to determine the charges due. They also contact customers to discuss account information. Procurement clerks process requests within many types of organizations for material or supply orders. They monitor purchases, make sure they arrive on schedule and meet the needs of the purchaser, and handle questions and changes in orders. New accounts clerks work for banks and investment firms, interviewing people who want to open new accounts. They go over available services with prospective customers, and help them fill out applications. They also investigate and correct errors in accounts. In general, financial clerks work full time in an office setting. A high school diploma or equivalent is required for most positions, with on-the-job training provided to learn specific duties.
What they do:Prepare and distribute bank statements to customers, answer inquiries, and reconcile discrepancies in records and accounts.
On the job, you would:
- 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.
- customer service
- administrative services
Arts and Humanities
- English language
Engineering and Technology
- computers and electronics
- listening to others, not interrupting, and asking good questions
- reading work related information
- noticing a problem and figuring out the best way to solve it
- listen and understand what people say
- communicate by speaking
Ideas and Logic
- notice when problems happen
- make general rules or come up with answers from lots of detailed information
People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
- Attention to Detail
- Self Control
- Stress Tolerance
You might use software like this on the job:
Graphics or photo imaging software
- Fiserv PEP+ reACH
- Image replacement document IRD printing software
Financial analysis software
- Accuity EPICWare
- IPS of Boston DoubleCheck
- Image Deposit Exchange Check Station
- Remote deposit capture software