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Career and Education Opportunities for Statement Clerks in Charlotte, North Carolina

Statement clerk career and educational opportunities abound in Charlotte, North Carolina. The national trend for statement clerks sees this job pool growing by about 15.3% over the next eight years. In general, statement clerks prepare and distribute bank statements to customers, answer inquiries, and reconcile discrepancies in records and accounts.

Income for statement clerks is about $14 per hour or $30,070 annually on average in North Carolina. Nationally, their income is about $14 hourly or $30,950 yearly. Compared with people working in the overall category of Billing and Bookkeeping, people working as statement clerks in North Carolina earn more. They earn more than people working in the overall category of Billing and Bookkeeping nationally.

There are forty-three schools of higher education in the Charlotte area, including seven within twenty-five miles of Charlotte where you can get a degree to start your career as a statement clerk. Statement clerks usually hold some college courses, so you can expect to spend a short time training to become a statement clerk if you already have a high school diploma.

CAREER DESCRIPTION: Statement Clerk

In general, statement clerks prepare and distribute bank statements to customers, answer inquiries, and reconcile discrepancies in records and accounts.

Every day, statement clerks are expected to be able to articulate ideas and problems. They need to listen to and understand others in meetings. It is also important that they see details at a very fine level of focus.

It is important for statement clerks to match statements with batches of canceled checks by account numbers. They are often called upon to compare previously prepared bank statements with canceled checks, and reconcile discrepancies. They also fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems. They are sometimes expected to route statements for mailing or over-the-counter delivery to customers. Somewhat less frequently, statement clerks are also expected to retrieve checks returned to customers in error, adjusting customer accounts and answering inquiries about errors as needed.

They also have to be able to weigh envelopes containing statements in order to establish correct postage and affix postage using stamps or metering equipment and verify signatures and required data on checks. And finally, they sometimes have to maintain files of canceled checks and customers' signatures.

Like many other jobs, statement clerks must be thorough and dependable and be reliable.

Similar jobs with educational opportunities in Charlotte include:

  • Accounts Receivable Specialist. Locate and notify customers of delinquent accounts by mail, telephone, or personal visit to solicit payment. Duties include receiving payment and posting amount to customer's account; preparing statements to credit department if customer fails to respond; initiating repossession proceedings or service disconnection; keeping records of collection and status of accounts.
  • Bank Teller. Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.
  • Bookkeeper. Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.
  • Clerk. Compile data, compute fees and charges, and prepare invoices for billing purposes. Duties include computing costs and calculating rates for goods, services, and shipment of goods; posting data; and keeping other relevant records. May involve use of computer or typewriter, calculator, and adding and bookkeeping machines.
  • Correspondence Clerk. Compose letters in reply to requests for merchandise, damage claims, credit and other information, delinquent accounts, or unsatisfactory services. Duties may include gathering data to formulate reply and typing correspondence.
  • Gaming Cashier. Conduct financial transactions for patrons in gaming establishments. May reconcile daily summaries of transactions to balance books. Accept patron's credit application and verify credit references to provide check-cashing authorization or to establish house credit accounts. May sell gambling chips, tokens, or tickets to patrons, or to other workers for resale to patrons. May convert gaming chips, tokens, or tickets to currency upon patron's request. May use a cash register or computer to record transaction.
  • Insurance Claims Processor. Obtain information from insured or designated persons for purpose of settling claim with insurance carrier.
  • Insurance Processing Clerk. Process applications for, changes to, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to conform to insured party's specifications, compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies, canceling insurance policies as requested by agents, and verifying the accuracy of insurance company records.
  • License Clerk. Issue licenses or permits to qualified applicants. Obtain necessary information; record data; advise applicants on requirements; collect fees; and issue licenses. May conduct oral, written, or performance testing.
  • Mail Clerk. Prepare incoming and outgoing mail for distribution. Use hand or mail handling machines to time stamp, open, and route incoming mail; and address, seal, and affix postage to outgoing mail or packages. Duties may also include keeping necessary records and completed forms.
  • Medical Secretary. Perform secretarial duties utilizing specific knowledge of medical terminology and hospital, clinic, or laboratory procedures. Duties include scheduling appointments, billing patients, and compiling and recording medical charts, reports, and correspondence.
  • Municipal Clerk. Draft agendas and bylaws for town or city council; record minutes of council meetings; answer official correspondence; keep fiscal records and accounts; and prepare reports on civic needs.
  • Office Clerk. Perform duties too varied and diverse to be classified in any specific office clerical occupation, requiring limited knowledge of office management systems and procedures. Clerical duties may be assigned in accordance with the office procedures of individual establishments and may include a combination of answering telephones, bookkeeping, typing or word processing, stenography, office machine operation, and filing.
  • Order Filler. Fill customers' mail and telephone orders from stored merchandise in accordance with specifications on sales slips or order forms. Duties include computing prices of items, completing order receipts, keeping records of out-going orders, and requisitioning additional materials, supplies, and equipment.
  • Payroll Machine Operator. Operate machines that automatically perform mathematical processes, such as addition, subtraction, and division, to calculate and record billing, accounting, and other numerical data. Duties include operating special billing machines to prepare statements, bills, and invoices, and operating bookkeeping machines to copy and post data, make computations, and compile records of transactions.
  • Postal Clerk. Perform any combination of tasks in a post office, such as receive letters and parcels; sell postage and revenue stamps, postal cards, and stamped envelopes; fill out and sell money orders; place mail in pigeon holes of mail rack or in bags according to State, address, or other scheme; and examine mail for correct postage.
  • Procurement Clerk. Compile information and records to draw up purchase orders for procurement of materials and services.
  • Receptionist. Answer inquiries and obtain information for general public, customers, and other interested parties. Provide information regarding activities conducted at establishment; location of departments, offices, and employees within organization.

EDUCATIONAL OPPORTUNITIES: Statement Clerk Training

Gaston College - Dallas, NC

Gaston College, 201 Hwy 321 S, Dallas, NC 28034. Gaston College is a medium sized college located in Dallas, North Carolina. It is a public school with primarily 2-year programs and has 5,557 students. Gaston College has a less than one year and an associate's degree program in Accounting Technology/Technician and Bookkeeping.

Mitchell Community College - Statesville, NC

Mitchell Community College, 500 W Broad Street, Statesville, NC 28677-5293. Mitchell Community College is a small college located in Statesville, North Carolina. It is a public school with primarily 2-year programs and has 2,911 students. Mitchell Community College has an associate's degree program in Accounting Technology/Technician and Bookkeeping.

TechSkills-Charlotte - Charlotte, NC

TechSkills-Charlotte, 4421 Stuart Andrew Blvd, Charlotte, NC 28217. TechSkills-Charlotte is a small school located in Charlotte, North Carolina. It is a private for-profit school with primarily less-than 2-year programs and has 71 students. TechSkills-Charlotte has a less than one year program in Accounting Technology/Technician and Bookkeeping which graduated one student in 2008.

Central Piedmont Community College - Charlotte, NC

Central Piedmont Community College, 1201 Elizabeth Avenue, Charlotte, NC 28204. Central Piedmont Community College is a large college located in Charlotte, North Carolina. It is a public school with primarily 2-year programs and has 16,536 students. Central Piedmont Community College has a less than one year and an associate's degree program in Accounting Technology/Technician and Bookkeeping.

Catawba Valley Community College - Hickory, NC

Catawba Valley Community College, 2550 Hwy 70 SE, Hickory, NC 28602-0699. Catawba Valley Community College is a small college located in Hickory, North Carolina. It is a public school with primarily 2-year programs and has 5,011 students. Catawba Valley Community College has a less than one year and an associate's degree program in Accounting Technology/Technician and Bookkeeping which graduated one and twenty-three students respectively in 2008.

ITT Technical Institute-Charlotte - Charlotte, NC

ITT Technical Institute-Charlotte, 4135 Southstream Blvd., Suite 200, Charlotte, NC 28217. ITT Technical Institute-Charlotte is a small school located in Charlotte, North Carolina. It is a private for-profit school with primarily 4-year or above programs. It has 724 students and an admission rate of 45%. ITT Technical Institute-Charlotte has a bachelor's degree program in Accounting Technology/Technician and Bookkeeping.

Brookstone College - Charlotte, NC

Brookstone College, 10125 Berkeley Place Drive, Charlotte, NC 28262. Brookstone College is a small college located in Charlotte, North Carolina. It is a private for-profit school with primarily less-than 2-year programs. It has 180 students and an admission rate of 100%. Brookstone College has a less than one year and a one to two year program in Accounting Technology/Technician and Bookkeeping which graduated three and one students respectively in 2008.

CERTIFICATIONS

Certified Medical Coder: Experienced medical office professionals with exceptional coding skills are eligible to sit for the Certified Medical Coder (CMC) exam.

For more information, see the Practice Management Institute website.

LOCATION INFORMATION: Charlotte, North Carolina

Charlotte, North Carolina
Charlotte, North Carolina photo by Alaskan Assassin

Charlotte is located in Mecklenburg County, North Carolina. It has a population of over 687,456, which has grown by 27.1% over the last ten years. The cost of living index in Charlotte, 86, is well below the national average.

The three big industries for women in Charlotte are health care, finance and insurance, and educational services. For men, it is construction, finance and insurance, and professional, scientific, and technical services. The average commute to work is about 25 minutes. More than 36.4% of Charlotte residents have a bachelor's degree, which is higher than the state average. The percentage of residents with a graduate degree, 10.5%, is higher than the state average.

The unemployment rate in Charlotte is 9.7%, which is less than North Carolina's average of 10.6%.

The percentage of Charlotte residents that are affiliated with a religious congregation, 48.0%, is less than the national average but more than the state average. New Hampton Church, New Emmanuel Church and New East Stonewall Church are all churches located in Charlotte. The largest religious groups are the Southern Baptist Convention, the Catholic Church and the United Methodist Church.

Charlotte is home to the Crown Point Plaza and the Providence Square as well as Kilborne District Park and Little Rock Road District Park. Shopping malls in the area include Heckinger Shopping Center, Hampshire Hills Shopping Center and Providence Village Shopping Center. Visitors to Charlotte can choose from American Motel, Extended Stay America - Charlotte/Tyvola and Drury Inn and Suites Charlotte for temporary stays in the area.