Sample Job Description For

Statement Clerk Job Description

Summary
Responsible for preparing and sending out bank statements to customers. Answers questions and also identifies and corrects discrepancies in accounts.
Primary responsibilities
  • Compile data to prepare bank statement.
  • Look up customer information to locate statement.
  • Encode and cancel checks.
  • Use bank machines.
  • Take orders for checks and ensure they are sent out.
  • Verify that checks are signed and all information is complete and accurate.
  • Stop payments on checks at customer's request to prevent payment.
  • Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers.
  • Stuff envelopes.
  • Weigh statements in envelopes and affix correct postage.
  • Mail out statements.
  • Maintain database of canceled checks and signatures.
  • Retrieve checks returned to customers in error.
  • Adjust customer accounts.
  • Handle customer complaints.
  • Answer inquiries.
  • Compare previous bank statements with canceled checks and correct discrepancies.

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