Billing and Posting Clerks

Overview
Job Zone Two: Some Preparation Needed
Experience

Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.

Education

These occupations usually require a high school diploma.

Job Training

Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.

Examples

These occupations often involve using your knowledge and skills to help others. Examples include orderlies, counter and rental clerks, customer service representatives, security guards, upholsterers, and tellers.

Compile, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.

Salary Salary

Salary at 10th Percentile: $28K
Salary at 25th Percentile: $33K
Median Salary: $39K
Salary at 75th Percentile: $48K
Salary at 90th Percentile: $58K

Demand
Career Demand by State Career Demand by State Legend
Core Tasks

Post stop-payment notices to prevent payment of protested checks.

Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.

Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.

Verify accuracy of billing data and revise any errors.

Verify signatures and required information on checks.

Operate typing, adding, calculating, or billing machines.

Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.

Compare previously prepared bank statements with canceled checks and reconcile discrepancies.

Contact customers to obtain or relay account information.

Match statements with batches of canceled checks by account numbers.

Resolve discrepancies in accounting records.

Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.

Take orders for imprinted checks.

Keep records of invoices and support documents.

Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.

Encode and cancel checks, using bank machines.

Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.

Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.

Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.

Update manuals when rates, rules, or regulations are amended.

Review compiled data on operating costs and revenues to set rates.

Route statements for mailing or over-the-counter delivery to customers.

Monitor equipment to ensure proper operation.

Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.

Estimate market value of products or services.

Technology Skills
Technology
Example
Hot Technology
Access software
Remote deposit capture software
Accounting software
Intuit QuickBooks
Business intelligence and data analysis software
IBM Cognos Impromptu
Customer relationship management CRM software
Customer relationship management CRM software
Data base user interface and query software
Microsoft Access
Desktop publishing software
Desktop publishing software
Document management software
VECTORsgi Check Management Solution
Electronic mail software
Microsoft Outlook
Enterprise resource planning ERP software
Microsoft Dynamics
Financial analysis software
QuoteWerks
Graphics or photo imaging software
VECTORsgi Image Exchange Solution
Industrial control software
Check sorting control software
Internet browser software
Web browser software
Medical software
Medical condition coding software
Office suite software
Microsoft Office
Operating system software
Microsoft Windows
Optical character reader OCR or scanning software
Optical character recognition OCR software
Presentation software
Microsoft PowerPoint
Project management software
Microsoft Project
Spreadsheet software
Microsoft Excel
Word processing software
Microsoft Word
Tools Used
Tool
Example
Accommodation furniture
Check filing cabinets
Computer Equipment and Accessories
Desktop computers
Measuring and observing and testing instruments
Shipping scales
Office machines and their supplies and accessories
Envelope sealing machines
Photographic or filming or video equipment
Microfilm cameras
Top 10 Knowledge Required
Clerical
76%
Importance

Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

Customer and Personal Service
75%
Importance

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

English Language
66%
Importance

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Mathematics
62%
Importance

Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Computers and Electronics
61%
Importance

Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Economics and Accounting
60%
Importance

Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

Administration and Management
49%
Importance

Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Law and Government
46%
Importance

Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

Public Safety and Security
44%
Importance

Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.

Telecommunications
41%
Importance

Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.

Top 10 Skills
Active Listening
70%
Importance

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Speaking
68%
Importance

Talking to others to convey information effectively.

Reading Comprehension
67%
Importance

Understanding written sentences and paragraphs in work related documents.

Critical Thinking
63%
Importance

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Service Orientation
60%
Importance

Actively looking for ways to help people.

Monitoring
59%
Importance

Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Social Perceptiveness
59%
Importance

Being aware of others' reactions and understanding why they react as they do.

Time Management
59%
Importance

Managing one's own time and the time of others.

Active Learning
57%
Importance

Understanding the implications of new information for both current and future problem-solving and decision-making.

Complex Problem Solving
57%
Importance

Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Top 10 Abilities
Oral Comprehension
69%
Importance

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Oral Expression
68%
Importance

The ability to communicate information and ideas in speaking so others will understand.

Near Vision
67%
Importance

The ability to see details at close range (within a few feet of the observer).

Speech Recognition
67%
Importance

The ability to identify and understand the speech of another person.

Problem Sensitivity
65%
Importance

The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.

Deductive Reasoning
64%
Importance

The ability to apply general rules to specific problems to produce answers that make sense.

Information Ordering
64%
Importance

The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).

Speech Clarity
64%
Importance

The ability to speak clearly so others can understand you.

Inductive Reasoning
62%
Importance

The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

Written Comprehension
62%
Importance

The ability to read and understand information and ideas presented in writing.

Top 10 Work Activities
Interacting With Computers
86%
Importance

Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Processing Information
84%
Importance

Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Communicating with Supervisors, Peers, or Subordinates
83%
Importance

Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Getting Information
83%
Importance

Observing, receiving, and otherwise obtaining information from all relevant sources.

Performing Administrative Activities
83%
Importance

Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

Communicating with Persons Outside Organization
81%
Importance

Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Performing for or Working Directly with the Public
78%
Importance

Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.

Documenting/Recording Information
73%
Importance

Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Establishing and Maintaining Interpersonal Relationships
73%
Importance

Developing constructive and cooperative working relationships with others, and maintaining them over time.

Identifying Objects, Actions, and Events
73%
Importance

Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Detailed Work Activities

Provide information to coworkers.

Verify accuracy of financial or transactional data.

Maintain financial or account records.

Prepare documentation for contracts, transactions, or regulatory compliance.

Operate office equipment.

Reconcile records of sales or other financial transactions.

Discuss account status or activity with customers or patrons.

Calculate costs of goods or services.

Route mail to correct destinations.

Monitor equipment operation to ensure proper functioning.

Maintain office equipment in proper operating condition.

Report maintenance or equipment problems to appropriate personnel.

Weigh parcels to determine shipping costs.

Order materials, supplies, or equipment.

Execute sales or other financial transactions.

Search files, databases or reference materials to obtain needed information.

Maintain operational records.

Prepare informational or reference materials.

Calculate shipping costs.

Analyze financial information.

Explain regulations, policies, or procedures.

Prepare financial documents, reports, or budgets.

Prepare financial documents.

Schedule appointments.

Answer telephones to direct calls or provide information.

Calculate financial data.

Respond to customer problems or complaints.

Interests
Conventional
100%
Importance

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Enterprising
74%
Importance

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Social
46%
Importance

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Realistic
41%
Importance

Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

Investigative
31%
Importance

Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.

Artistic
17%
Importance

Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.

Top 10 Work Styles
Integrity
94%
Importance

Job requires being honest and ethical.

Dependability
91%
Importance

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Attention to Detail
88%
Importance

Job requires being careful about detail and thorough in completing work tasks.

Cooperation
86%
Importance

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

Stress Tolerance
84%
Importance

Job requires accepting criticism and dealing calmly and effectively with high stress situations.

Self Control
83%
Importance

Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.

Concern for Others
81%
Importance

Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.

Independence
79%
Importance

Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.

Adaptability/Flexibility
77%
Importance

Job requires being open to change (positive or negative) and to considerable variety in the workplace.

Initiative
76%
Importance

Job requires a willingness to take on responsibilities and challenges.

Work Values
Relationships
65%
Importance

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Support
65%
Importance

Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Independence
58%
Importance

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Working Conditions
44%
Importance

Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.

Achievement
39%
Importance

Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

Recognition
39%
Importance

Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.