How to Become a Finance Clerk

Financial clerks manage finances for a business or organization. They often work in banks, insurance companies, or other financial organizations and typically work office hours. Primary responsibilities of a financial clerk include, but are not limited to, carrying out financial transactions on behalf of the business, keeping detailed records of financial transactions, and assisting customers wanting to conduct various transactions, such as depositing or withdrawing money.

Financial clerks are expected to have familiarity with computers tracking purchases orders, billing, assess sales and purchase orders, and keeping track of inventory. Finance clerks should be comfortable with working with management, staff and customers, and should be organized, efficient and have a working knowledge of banking and finance as a whole.

The minimum education requirements for a financial clerk are a high school diploma or G.E.D. Some individuals in this field may possess advanced degrees in finance, but that is not necessarily a requirement, as most employers provide training for this role. A finance clerk can expect to make up to $40,000 per year, with no expected increase or decrease in U.S. job growth for this particular role.