Video transcript: skip transcript

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.