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Statement Clerk
Job 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.