Prepare and distribute bank statements to customers, answer inquiries, and reconcile discrepancies in records and accounts.
U.S. Workers
417,500
Median Salary
$47,170
10-Year Growth
-0.4%
Annual Openings
42,200
Typical entry: High school diploma or equivalent
13 of 13 tasks have some AI capability
Exposure Trend
This score reflects estimated AI technical capability for tasks in this occupation. It does not predict employment changes, and it does not account for company-specific constraints, regulation, or adoption barriers.
Post stop-payment notices to prevent payment of protested checks.
AI: Fully automatable - Posting stop-payment notices is a clear, rule-based system action that can be fully automated with secure integrations.
Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
AI: Fully automatable - AI can fully automate this because OCR, data‑matching, and reconciliation software can compare statements with canceled checks and resolve most discrepancies automatically.
Match statements with batches of canceled checks by account numbers.
AI: Fully automatable - AI can fully automate this because automated OCR and database matching reliably link statements to batches of canceled checks by account number.
Take orders for imprinted checks.
AI: Fully automatable - AI can fully automate taking orders for imprinted checks via online forms and conversational agents integrated with backend ordering and fulfillment systems.
Encode and cancel checks, using bank machines.
AI: Fully automatable - AI can fully automate encoding and cancelling checks because bank processing systems and check‑encoding/cancelling machines can be controlled by software to print MICR lines and apply cancellation reliably.
Maintain files of canceled checks and customers' signatures.
AI: Fully automatable - AI can fully maintain files of canceled checks and signatures by digitizing, indexing, and managing records with document management systems and ML‑based search and verification.
Route statements for mailing or over-the-counter delivery to customers.
AI: Fully automatable - Routing statements through digital channels or print-and-mail/counter-delivery workflows is rule-based and can be fully automated with existing systems.
Monitor equipment to ensure proper operation.
AI: Fully automatable - Continuous monitoring of equipment using sensors, logs, and anomaly-detection models can be fully automated to detect and report issues.
Verify signatures and required information on checks.
AI: Partial - AI can verify presence of required fields and flag signature mismatches via image analysis, but final legal validation and contested signatures usually require human review.
Retrieve checks returned to customers in error, adjusting customer accounts and answering inquiries about errors as necessary.
AI: Partial - AI can adjust accounts, reverse transactions, and generate communications for returned-check errors, but physically retrieving paper checks and resolving complex inquiries typically require humans.
Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
AI: Partial - AI can partially automate this because commercial mail‑processing machines and software can weigh and meter mail, but irregular items and physical stamping/handling still require humans or specialized hardware.
Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
AI: Partial - AI can partially automate loading machines and stuffing envelopes because industrial mailroom robots handle high‑volume, uniform jobs but variable jobs and small runs still need human intervention.
Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
AI: Partial - AI can diagnose problems, provide instructions, and trigger alerts or automated remedies, but physically clearing jams and handling complex repairs generally require human action.