Statement Clerks

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

Job Task

• Compare previously prepared bank statements with canceled checks, and reconcile discrepancies.
• Encode and cancel checks, using bank machines.
• Load machines with statements, cancelled checks, and envelopes in order to prepare statements for distribution to customers, or stuff envelopes by hand.
• Maintain files of canceled checks and customers' signatures.
• Match statements with batches of canceled checks by account numbers.
• Monitor equipment in order to ensure proper operation.
• Post stop-payment notices in order to prevent payment of protested checks.
• Take orders for imprinted 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.
• Verify signatures and required information on checks.
• Weigh envelopes containing statements in order to determine correct postage and affix postage using stamps or metering equipment.
• Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.

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