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Reconciliation clerk skills for your resume and career

Updated January 8, 2025

4 min read

Quoted experts

Curtis Nicholls Ph.D.,

Dr. Nicholas Robinson

Below we've compiled a list of the most critical reconciliation clerk skills. We ranked the top skills for reconciliation clerks based on the percentage of resumes they appeared on. For example, 18.1% of reconciliation clerk resumes contained reconciliations as a skill. Continue reading to find out what skills a reconciliation clerk needs to be successful in the workplace.

15 reconciliation clerk skills for your resume and career

1. Reconciliations

Here's how reconciliation clerks use reconciliations:

Performed copy and scanning duties for audits as requested and customer versus company reconciliations.
Processed inventory reconciliations for retail stores, reporting to Accounting Manager.

2. General Ledger Accounts

A general ledger account is a practice to keep a record of a company's total financial accounts. The accounts included in a general ledger lists the assets, liabilities, owners' equity, expenses, and income or revenue. It forms the basis of reporting a business's financial statements.

Here's how reconciliation clerks use general ledger accounts:

Reconciled monthly general ledger accounts for goods received/ invoiced and approved write-offs.
Balanced general ledger accounts and application reports for all deposit applications.

3. 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 reconciliation clerks use bank deposits:

Reconciled payments with bank deposits ensuring correct deposits were received and recorded.
Reconciled and rectified customer ledger accounts and verified bank deposits.

4. 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 reconciliation clerks use journal entries:

Generated and processed journal entries to balance all transactions to general ledger and resolved any discrepancies at day's end.
Reviewed bank accounts and recorded journal entries to ensure compliance with financial statements and reports.

5. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how reconciliation clerks use financial statements:

Produced financial statements and reports for supervisors and managers.
Print and prepare financial statements for distribution to franchise clients.

6. Bank Accounts

Here's how reconciliation clerks use bank accounts:

Reconciled automated and depository bank accounts for 60 Consumer Finance Lending branches.
Created and maintained spreadsheets for bank accounts making comparison by type of account, investor names and numbers.

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7. Credit Card Payments

Here's how reconciliation clerks use credit card payments:

Process Credit card payments daily from lockbox, local mail and call center, and maintains log for reconciliation.
Processed credit card payments, prepared spreadsheets, integrated invoices and customer/member information into accounting software.

8. Wire Transfers

A wire transfer is an electronic bank transaction where funds are transferred from one person to another. The transfer can be within the same bank or from one bank to another. Wire transfer makes it possible to transfer money to anyone anywhere in the world and to also transfer money to multiple accounts seamlessly regardless of location.

Here's how reconciliation clerks use wire transfers:

Wire transfers, internal auditing, data entry, and customer service.
Prepare general ledger entries, wire transfer, checks, credit advices and etc.

9. Customer Accounts

Here's how reconciliation clerks use customer accounts:

Completed the reconciliation of all assigned corporate customer accounts, accurately and efficiently within the established quality and timeliness standards.
Reconciled and proofed corporate customer accounts.

10. PeopleSoft

Here's how reconciliation clerks use peoplesoft:

Utilized PeopleSoft software to enter accounts into a general ledger system and reconciliation software to reconcile general accounts.
Prepare Journal Entries/General Ledger using PeopleSoft application software program, and Monitored Accounts Receivable reports.

11. 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 reconciliation clerks use atm:

Handled ATM reconciliation and document preparation.
Administered and reconciled conversion of ATM account transition from Treasurer to MAC - Money Access Center bank card systems.

12. Lockbox

Here's how reconciliation clerks use lockbox:

Processed incoming cash receipts via Lockbox, ERA, internal departments and mail on a daily basis.
Processed Lockbox and ERA payments daily to reflect appropriate balance on the patient's account.

13. Computer System

Here's how reconciliation clerks use computer system:

Identified customer fees and entered customer account information into organization's computer system.
Processed exchanges, voids, and other refunds into organization's computer system during a regular work shift.

14. Input Documentation

Here's how reconciliation clerks use input documentation:

Performed verification and reconciliation of complex accounts and transactions, verifying input documentation and maintaining appropriate files and reports.
Processed, verified and reconcile input documentation.

15. Patient Accounts

Patient accounts are a part of a hospital information system that is used for storing financial data, keeping a record of healthcare costs, and providing information regarding patient billing. It deals with the financial aspects of the healthcare setting.

Here's how reconciliation clerks use patient accounts:

Filed records of collections & status of accounts; received payments; and payments made to patient accounts.
Uploaded and notated patient accounts in proprietary software with payment information.

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What skills help Reconciliation Clerks find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on reconciliation clerk resumes?

Curtis Nicholls Ph.D.

Associate Professor of Accounting, Co-director of the Student Managed Investment Fund, Bucknell University

The obvious trends are going to become more pronounced: coding and technology-related skills. I think we are going to see an elevation in the coding expectations. In the future, I expect employers to begin providing coding assessments to potential candidates. This is a common feature of engineering and finance jobs, and I think we will see it with respect to claims about coding prowess.

Data skills will also continue to become more prevalent across all business disciplines. Employers are looking for experience with large data sets, data visualization software (e.g. Tableau, PowerBI, Alteryx, etc.) and statistical analysis. Data has become a major currency, and employees' ability to utilize data for decision making will be critical to success in the employment marketplace.

Beyond the obvious, I think the pandemic has also shifted focus to skills surrounding resilience and motivation. I've heard employers during the pandemic express surprise at the disparity of responses to the pandemic: some employees made the pivot to remote work seamlessly, others required significantly more support. Skills that demonstrate resilience, such as group work, honors programs, etc. will become more important.
I would encourage job seekers to highlight skills learned during the pandemic. I would anticipate a regular interview question inquiring about how the job seeker used their extra time during the pandemic. The most common answers will likely include lots of Queen's Gambit and Tiger King, but employers will look for answers surrounding the development of new skills or acquired certifications. Imagine the employer's thoughts when you suggest that you used the extra time to pursue a lifelong dream such as learning to play the piano or guitar. If you missed the early pandemic window of opportunity, take advantage now!

This line of questions may precede a dangerous trend for employers to look for indications of mental strength. I find this possibility disheartening as we could see employers screening employees with mental health challenges at a time when the solidarity of a job could provide much needed structure.

What soft skills should all reconciliation clerks possess?

Dr. Nicholas Robinson

Director of Accountancy, Eastern Illinois University

Thinking of the less than the obvious answer would be the ability to ask questions the right way. If something is unclear or you just cannot figure it out, ask a question. The key part to this is TRYING to figure it out first and understanding when you are wasting your own time not getting anywhere. People will respect that you tried before coming to them for help. Another aspect of asking questions is listening to the answer. Make sure the answer is clear, and you know where or what you are supposed to do from there. Carry a notebook or something like that to both write down the questions you have on your project and their answers. I always find it impressive when people take notes and pay attention to the answer because it happens far too often that people ask questions but never listen to the response.

What hard/technical skills are most important for reconciliation clerks?

Dr. Nicholas Robinson

Director of Accountancy, Eastern Illinois University

Excel, excel, excel. It does not matter how much you know in Excel. There is always something more to learn, improve upon, or make more efficient. If you are coming straight out of school, you may have had a lot of exposure to Excel, but if you are not using it every day in a work-like setting, you can get slow and forget how things work. Know how to look up techniques and tools. You will spend much of your working life dealing with Excel spreadsheets, so be sure you are comfortable with them.

What technical skills for a reconciliation clerk stand out to employers?

Jodi Olson

Assistant Accounting Professor, Winona State University

Accountants serve many industries and sectors, so a broad range of technical skills is required to be ready to meet the needs of employers. Graduates must be technically competent in areas such as accounting information systems, tax preparation, auditing, managerial/cost accounting, financial reporting, and financial statement analysis. Also, graduates are expected to have general business acumen in areas such as management information systems, business law, operations, strategic management, and ethics. All these skills are important for graduates, but the pandemic has made the accounting systems and management information systems skills operative in allowing graduates to deliver their other areas of technical expertise.

Do you want to know more?

List of reconciliation clerk skills to add to your resume

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

Reconciliations
General Ledger Accounts
Bank Deposits
Journal Entries
Financial Statements
Bank Accounts
Credit Card Payments
Wire Transfers
Customer Accounts
PeopleSoft
ATM
Lockbox
Computer System
Input Documentation

Patient Accounts
Client Accounts
Customer Inquiries
Account Balances
Copy Machines
Cash Application
Financial Data
DDA
Medicaid
Billing System
Input Data
Corporate Accounts
QuickBooks
Loan Payments

CRT
PowerPoint
Cash Drawers
AS400
Financial Transactions
Mathematical Accuracy
Medicare
Routine Correspondence
Cycle Counts
Corporate Standards
A/P
Inventory Control

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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