Statement Clerks
SOC: 43-3021.01 · Job Zone 2 (Some preparation)
Prepare and distribute bank statements to customers, answer inquiries, and reconcile discrepancies in records and accounts.
Task Breakdown
13 tasks analyzed
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.
Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
Match statements with batches of canceled checks by account numbers.
Take orders for imprinted checks.
Encode and cancel checks, using bank machines.
Maintain files of canceled checks and customers' signatures.
Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
Route statements for mailing or over-the-counter delivery to customers.
Monitor equipment to ensure proper operation.
Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
| Task | Category | AI Capability | Risk Score | Time % |
|---|---|---|---|---|
| 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. | - | - | - | |
| Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment. | - | - | - | |
| Compare previously prepared bank statements with canceled checks and reconcile discrepancies. | - | - | - | |
| Match statements with batches of canceled checks by account numbers. | - | - | - | |
| Take orders for imprinted checks. | - | - | - | |
| Encode and cancel checks, using bank machines. | - | - | - | |
| Maintain files of canceled checks and customers' signatures. | - | - | - | |
| Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand. | - | - | - | |
| Route statements for mailing or over-the-counter delivery to customers. | - | - | - | |
| Monitor equipment to ensure proper operation. | - | - | - | |
| Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems. | - | - | - |
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