Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.
A high school diploma or equivalent is typically required for most financial clerk jobs. These workers usually learn their duties through on-the-job training.
EducationFinancial clerks typically need a high school diploma or equivalent to enter the occupation. Employers of brokerage clerks may prefer candidates who have taken some college courses in business or economics and, in some cases, require a 2- or 4-year college degree.
TrainingMost financial clerks learn how to do their job duties through on-the-job training. Some formal technical training also may be necessary; for example, gaming cage workers may need training in specific gaming regulations and procedures.
AdvancementFinancial clerks can advance to related occupations in finance. For example, a loan interviewer or clerk can become a loan officer, and a brokerage clerk can become a securities, commodities, or financial services sales agent, after obtaining the required education and license.
Important QualitiesCommunication skills. Financial clerks should have good communication skills so that they can explain policies and procedures to colleagues and customers.
Math skills. The job duties of financial clerks, including calculating charges and checking credit scores, require basic math skills.
Organizational skills. Strong organizational skills are important for financial clerks because they must be able to find files quickly and efficiently.
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The skills section on your resume can be almost as important as the experience section, so you want it to be an accurate portrayal of what you can do. Luckily, we've found all of the skills you'll need so even if you don't have these skills yet, you know what you need to work on. Out of all the resumes we looked through, 19.4% of Credit Charge Authorizers listed Customer Service on their resume, but soft skills such as Communication skills and Math skills are important as well.