Statement Clerks

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

tasks jobzones knowledge skills abilities work_activities work_context interests work_styles work_values

Tasks

• Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.

• Monitor equipment in order to ensure proper operation.

• Route statements for mailing or over-the-counter delivery to customers.

• Retrieve checks returned to customers in error, adjusting customer accounts and answering inquiries about errors as necessary.

• Load machines with statements, cancelled checks, and envelopes in order to prepare statements for distribution to customers, or stuff envelopes by hand.

• Weigh envelopes containing statements in order to determine correct postage and affix postage using stamps or metering equipment.

• Match statements with batches of canceled checks by account numbers.

• Maintain files of canceled checks and customers' signatures.

• Post stop-payment notices in order to prevent payment of protested checks.

• Verify signatures and required information on checks.

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Job Zone

• Name: Job Zone Two: Some Preparation Needed

• 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.

• 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.

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

• 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.

• Svp range: (4.0 to < 6.0)

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Knowledge

Browse Knowledge

• Economics and Accounting
  Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

• 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.

• Administration and Management
  Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

• Mathematics
  Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

• 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.

• Sales and Marketing
  Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

• Mechanical
  Knowledge of machines and tools, including their designs, uses, repair, and maintenance.

• Education and Training
  Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

• Personnel and Human Resources
  Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.

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Skills

Browse Skills

• 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.

• 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.

• Instructing
  Teaching others how to do something.

• Writing
  Communicating effectively in writing as appropriate for the needs of the audience.

• Mathematics
  Using mathematics to solve problems.

• Monitoring
  Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

• Learning Strategies
  Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.

• Speaking
  Talking to others to convey information effectively.

• Time Management
  Managing one's own time and the time of others.

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Abilities

Browse Abilities

• Oral Expression
  The ability to communicate information and ideas in speaking so others will understand.

• 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.

• Written Comprehension
  The ability to read and understand information and ideas presented in writing.

• 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).

• 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.

• Speech Recognition
  The ability to identify and understand the speech of another person.

• Speech Clarity
  The ability to speak clearly so others can understand you.

• Deductive Reasoning
  The ability to apply general rules to specific problems to produce answers that make sense.

• Category Flexibility
  The ability to generate or use different sets of rules for combining or grouping things in different ways.

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Work Activities

Browse Work Activities

• Establishing and Maintaining Interpersonal Relationships
  Developing constructive and cooperative working relationships with others, and maintaining them over time.

• Organizing, Planning, and Prioritizing Work
  Developing specific goals and plans to prioritize, organize, and accomplish your work.

• Communicating with Supervisors, Peers, or Subordinates
  Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

• Performing Administrative Activities
  Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

• Updating and Using Relevant Knowledge
  Keeping up-to-date technically and applying new knowledge to your job.

• Processing Information
  Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

• Getting Information
  Observing, receiving, and otherwise obtaining information from all relevant sources.

• Interacting With Computers
  Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

• 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.

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Work Context

• Spend Time Sitting
  How much does this job require sitting?

• Time Pressure
  How often does this job require the worker to meet strict deadlines?

• Telephone
  How often do you have telephone conversations 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?

• Importance of Being Exact or Accurate
  How important is being very exact or highly accurate in performing 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?

• Face-to-Face Discussions
  How often do you have to have face-to-face discussions with individuals or teams in this job?

• Spend Time Making Repetitive Motions
  How much does this job require making repetitive motions?

• Freedom to Make Decisions
  How much decision making freedom, without supervision, does the job offer?

• 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?

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Interests

Browse Interests

• 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.

• 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.

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Work Styles

• Attention to Detail
  Job requires being careful about detail and thorough in completing work tasks.

• Dependability
  Job requires being reliable, responsible, and dependable, and fulfilling obligations.

• Integrity
  Job requires being honest and ethical.

• Stress Tolerance
  Job requires accepting criticism and dealing calmly and effectively with high stress situations.

• 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.

• Initiative
  Job requires a willingness to take on responsibilities and challenges.

• Achievement/Effort
  Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

• 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.

• Analytical Thinking
  Job requires analyzing information and using logic to address work-related issues and problems.

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Work Values

Browse Work Values

• Working Conditions
  Workers on this job have good working conditions.

• Moral Values
  Workers on this job are never pressured to do things that go against their sense of right and wrong.

• Activity
  Workers on this job are busy all the time.

• Supervision, Human Relations
  Workers on this job have supervisors who back up their workers with management.

• Security
  Workers on this job have steady employment.

• Support-Mean Extent
  Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

• Company Policies and Practices
  Workers on this job are treated fairly by the company.

• Independence
  Workers on this job do their work alone.

• Relationships-Mean Extent
  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.

• Working Conditions-Mean Extent
  Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.

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