How to hire a bank reconciliator

How to hire a bank reconciliator, step by step

Here's a step-by-step bank reconciliator hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a bank reconciliator job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new bank reconciliator
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the bank reconciliator you need to hire. Certain bank reconciliator roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A bank reconciliator's background is also an important factor in determining whether they'll be a good fit for the position. For example, bank reconciliators from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of bank reconciliators and their corresponding salaries.

   Type of Bank Reconciliator	Description	Hourly rate
   Bank Reconciliator	Bookkeeping, accounting, and auditing clerks produce financial records for organizations. They record financial transactions, update statements, and check financial records for accuracy.	$13-21
   Accounting Technician	An accounting technician is responsible for evaluating financial information procedures to support accounting and taxation tasks, verifying the accuracy of account statements for the reference of accountants. Accounting technicians manage the payroll processes, generate invoices, perform account reconciliations, analyze account receivables, prepare budget reports, and monitor the company's financial transactions... Show more	$14-25
   Finance Clerk	Finance clerks are financial professionals who are responsible for performing various administrative tasks such as keeping financial records, preparing bills, and delivering excellent customer service. These clerks are required to process bills, checks, receipts, and other documents to ensure that they are all properly signed and distributed... Show more	$12-26

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Reconciliations
   • Data Entry
   • Financial Data
   • Bank Reconciliations
   • Approval Process
   • Invoice
   • Financial Reports
   • A/R
   • Sales Reports
   • Bank Deposits

   Responsibilities:

   • Manage revenue ledger including other subsidiary ledgers and responsible for the reconciliation of various income accounts to ensure accuracy of postings.
   • Process bank reconciliations and financial reports.
   • Complete monthly, quarterly and annual bank reconciliations for over 28 banks doing business with the company.
   • Review entries to ensure accuracy of the G/L.
   • Manage revenue ledger including other subsidiary ledgers and responsible for the reconciliation of various income accounts to ensure accuracy of postings.
   • Maintain tallies of employees' tardiness, FMLA, and absences.

3. Make a budget

   Including a salary range in your bank reconciliator job description is one of the best ways to attract top talent. A bank reconciliator can vary based on:

   • Location. For example, bank reconciliators' average salary in west virginia is 46% less than in alaska.
   • Seniority. Entry-level bank reconciliators 36% less than senior-level bank reconciliators.
   • Certifications. A bank reconciliator with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a bank reconciliator's salary.

   Average bank reconciliator salary

   $35,494yearly

   $17.06 hourly rate

   ---

   Entry-level bank reconciliator salary

   $28,000 yearly salary

   Updated January 13, 2026

4. Writing a bank reconciliator job description

   A bank reconciliator job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a bank reconciliator job description:

   Bank reconciliator job description example

   Bank Utility is responsible for servicing clients and assisting the Operations Officer within all aspects of the Operations Department. Provide excellent customer service to ensure a smooth operation and maintenance of daily workflow. Interacts with customers, Bank Officers and other staff members to ensure all daily activities and requirements are met.
   PRIMARY FUNCTIONS (Other Duties May Be Assigned)
   Assist Operations Officer in processing teller line to-vaults, from vaults, overrides, approvals, customer service issues, customer questions, teller assistance, etc.
   Assist the Operations Officer in assuring a high level of customer service in Operations.
   Responsible for all monthly, quarterly and semi-annual certifications.
   Responsible for correspondent bank reconciliations.
   Accountable for approving all teller transactions and wire transfers within authority limits.
   Responsible for teller cash and vault balancing on a daily basis.
   Familiar with procedures, controls and documentation of New Accounts requirements.
   In charge of deposit corrections that come in from item processor or Federal Reserve Bank.
   Assist the Operations Officer in department trainings.
   Approve and verify wire transfers.
   Conduct callback for New Accounts and maintenance performed by Department Personnel.
   Handle final callback on all entries for the department.
   Keep updated on compliance (Reg. CC, Reg. D, Reg. DD, Reg. E Reg. GG and CTR’s).
   Ensure customer satisfaction and account retention as appropriate through quality customer service.
   Handle customer request and complaints with prompt, professional and courteous attention. QUALIFICATIONS
   Education/Training/Experience: Required: High school diploma or equivalent. 2 -5 years of banking operations experience, Desirable: Bachelor’s degree in business administration, finance, or closely related field.
   Knowledge of: Banking laws, Bank policies and procedures and regulations Basic Mathematical skills Basic Computer software Word, Excel , Spreadsheets New accounts and legal documentation
   Abilities: Excellent communication, and interpersonal skills Manage priorities to ensure effective accomplishment of objectives. To solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right bank reconciliator for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your bank reconciliator job on Zippia to find and attract quality bank reconciliator candidates.
   • Use niche websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit bank reconciliators, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new bank reconciliator

   Once you've decided on a perfect bank reconciliator candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   After that, you can create an onboarding schedule for a new bank reconciliator. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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