Statement Request Clerk

Job Description

As a Statement Request Clerk, you will be responsible for managing and processing requests for financial statements from our customers. This role demands precision and a strong focus on customer service as you ensure requests are completed accurately and promptly.

Responsibilities

• Generate and distribute financial statements in a timely manner.
• Review statements for accuracy before distribution.
• Act as a point of contact for customers' inquiries about their statements.
• Utilize banking software for tracking and processing requests.
• Participate in team meetings to share insights and improve processes.
• Assist with periodic reporting and data management tasks as required.

Requirements

Education

• High school diploma or equivalent
• Associate's or bachelor's degree in a related field is preferred

Experience

• 1-2 years of experience in a customer service or administrative role, preferably in banking or finance

Technical Skills

• MS Office Suite (Excel, Word, Outlook)
• Banking Software (e.g., Fiserv, Oracle Financial Services)

Soft Skills

• Attention to Detail
• Verbal and Written Communication
• Time Management
• Problem-Solving

Languages

• English: Fluent

Advantageous

• Bilingual (Spanish/English): Ability to communicate effectively in both Spanish and English helps serve diverse customer needs.
• Experience with Data Analysis: Familiarity with data analysis tools can enhance reporting efficiency.
• Ability to Multitask: Skilled at managing multiple tasks in a fast-paced environment.

Benefits

• Health, dental, and vision insurance.
• 401(k) plan with company match.
• Flexible working hours.
• Paid time off and holidays.

Company Culture

• Team Collaboration: We believe in teamwork and collaboration to achieve our goals, fostering a supportive environment.
• Growth Opportunities: We are dedicated to investing in our employees' growth through mentorship and continuous learning.
• Diversity and Inclusion: We value diversity and create an inclusive culture where everyone feels welcome and valued.