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Balance clerk skills for your resume and career

Updated January 8, 2025

2 min read

Below we've compiled a list of the most critical balance clerk skills. We ranked the top skills for balance clerks based on the percentage of resumes they appeared on. For example, 20.9% of balance clerk resumes contained data entry as a skill. Continue reading to find out what skills a balance clerk needs to be successful in the workplace.

15 balance clerk skills for your resume and career

1. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how balance clerks use data entry:

Back office banking procedures regarding Check Processing Investigator in Travelers Check Fraud Department Proved ledgers for several client banks Extensive data entry
Performed data entry and conducted microfiche research.

2. Bank Deposits

Any money that a customer chooses to leave with their bank account is a deposit. Deposits can vary in amounts and different banks have limits on the deposits their customers can have as a minimum. Banks charge customers for deposits especially when a teller is used by the customer to deposit money into their account.

Here's how balance clerks use bank deposits:

Prepared bank deposits as necessary and periodically reconciled various account receivable accounts as needed.
Reconciled payments with bank deposits ensuring correct deposits were received and recorded.

3. Check Images

Here's how balance clerks use check images:

Verify maker's signature on the check images by using net query systems.
Verify signatures on checks and check images.

4. Credit Balances

Here's how balance clerks use credit balances:

Prepared a credit balance report; deal with all types of insurance companies; investigate billing transactions and correct errors.
Reviewed medical billing accounts, mainly focusing on credit balances; research medical and insurance billing records through computers and archive.

5. Customer Accounts

Here's how balance clerks use customer accounts:

Balanced customer accounts utilizing computer software under strict banking guidelines Completed daily operational reports Performed other tasks as needed
Make necessary adjustments to customer accounts by keying information from transaction correction record.

6. Financial Institutions

Financial Institutions come in all sizes, forms, and are meant for all sorts of purposes. Some only keep money, some only trade it, some focus on extending loans, some work with only other financial corporations or regular business and companies, and some are built to be useful and multi-purpose. A central bank, for example, is a banking institution meant to keep an eye on other banks and ensure that no laws or rules are broken or bent.

Here's how balance clerks use financial institutions:

Prepared Checks for sorter, corrected rejects and repairs.Balanced Deposits for Financial Institutions.
Perform operational duties associated with check processing and investigating inquiries received from financial institutions and other Federal Reserve offices.

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7. ATM

ATM (Automated Teller Machine) refers to an electronic banking system that enables the customers to initiate and complete transactions without queuing for aid from the teller within the branch.

Here's how balance clerks use atm:

Balanced Retail ATM sheets from local and outside vendors, such as Loomis Fargo, Armored Transport and Brinks armored trucks.
Balanced ATM machines reports Pull report and it had to match with the computer report Any differences were researched

8. Journal Entries

Journal entries can be defined as an act of keeping or making records of any transactions either economic or non-economic. The journal entries are made in the accounting systems of an organization. The entries are filled with two main fields; debit and credit. The debit and credit must be equal at the end of a journal entry else it is not considered correct. The journal entries also keep the date of transactions and the names of the accounts that were affected by the transactions.

Here's how balance clerks use journal entries:

Prepare journal entries as well as keying rest of departments journal entries in system.
Performed journal entries and reconciliations to ensure general ledger accuracy.

9. Computer System

Here's how balance clerks use computer system:

Excelled in bank's training course for new computer system.
Trained new employees on the new computer system

10. Encode

Here's how balance clerks use encode:

PROOF CORRECTIONS CLERK Encode correct amount and prepare transaction correction record, if an error is found.
Reconciled Reports Balance and encode incoming work Perform other related duties as requested or assigned

11. EOB

EOB stands for explanation of benefits. This is a common outline provided as part of many health insurance plans to explain what services were completed, the co-pay required for each appointment, and how much of your payment is covered by health insurance. EOB is an indication that your insurance claim has already been processed.

Here's how balance clerks use eob:

Review all explanation of benefit's (EOB'S).
Post payments daily into QSI system Read and analyze EOB's and make proper adjustments according to PDS claims processing criteria.

12. Account Numbers

Here's how balance clerks use account numbers:

Utilized a 10-key proof and encoding machine to add coded information & account numbers.
Performed amount entry and reject tasks ensuring account numbers, amounts, and routing numbers were recorded for each item.

13. Lockbox

Here's how balance clerks use lockbox:

Researched/posted payments not processed by Lockbox and prepared nightly deposits.
Prepared and processed loans, routed supplies to other branches and assisted in Lockbox Processing with taxes and daily work detail.

14. PowerPoint

Here's how balance clerks use powerpoint:

Developed innovative PowerPoint presentation used by the Commanding Officer to accurately inform the unit of its operational tempo.
Prepared PowerPoint Presentation for monthly meetings with management.

15. Customer Inquiries

Here's how balance clerks use customer inquiries:

Answered customer inquiries concerning account statements and offered account resolutions.
Adjudicated customer inquiries for retail/wholesale supplier.

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List of balance clerk skills to add to your resume

The most important skills for a balance clerk resume and required skills for a balance clerk to have include:

Data Entry
Bank Deposits
Check Images
Credit Balances
Customer Accounts

Financial Institutions
ATM
Journal Entries
Computer System
Encode

EOB
Account Numbers
Lockbox
PowerPoint
Customer Inquiries

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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