1

Bank Statement Processing Jobs (NOW HIRING)

Own GL master data, financial close improvements, and subledger integrations (AP, AR, AA), including bank statement processing and clearing rules. * Drive CO capabilities: cost center/profit center ...

Bank statement income. P&L programs. DSCR investor loans. Multiple property scenarios. Self-employed borrowers with variable comp. This isn't cookie-cutter Fannie Mae processing. You're building real ...

Mortgage Processor

San Diego, CA · On-site +1

$55K - $80K/yr

Bank statement income. P&L programs. DSCR investor loans. Multiple property scenarios. Self-employed borrowers with variable comp. This isn't cookie-cutter Fannie Mae processing. You're building real ...

next page

Showing results 1-20

Bank Statement Processing information

What are some common challenges faced in a bank statement processing role, and how can they be managed?

Professionals in bank statement processing often encounter challenges such as handling large volumes of transactions, identifying discrepancies, and meeting tight deadlines for financial reporting. Attention to detail is crucial, as even minor errors can lead to bigger reconciliation issues. Utilizing advanced software and maintaining clear communication with other finance team members can help manage workload and ensure accuracy. Continuous training on new banking technologies and compliance regulations is also important for staying efficient and minimizing errors.

What are the key skills and qualifications needed to thrive as a Bank Statement Processing Specialist, and why are they important?

To excel in Bank Statement Processing, strong attention to detail, numerical accuracy, and a foundational understanding of accounting principles are essential, often supported by a degree or coursework in finance or accounting. Familiarity with banking software, spreadsheets (such as Excel), and document management systems is typically required. Exceptional organizational skills, reliability, and the ability to work under tight deadlines help individuals stand out in this role. These competencies are vital to ensure accurate financial records, timely reconciliations, and compliance with regulatory standards.

What is the difference between Bank Statement Processing vs Bookkeeper?

AspectBank Statement ProcessingBookkeeper
CredentialsBasic financial knowledge, sometimes certificationsAccounting or bookkeeping certifications often preferred
Work EnvironmentFinancial institutions, accounting firms, or remoteSmall to large businesses, accounting firms
Job ResponsibilitiesReconcile bank statements, verify transactionsMaintain financial records, ledger entries, reconcile accounts
Industry UsageCommon in banking, finance, accountingWidespread across various industries requiring financial record-keeping

Bank Statement Processing focuses on verifying and reconciling bank statements, often within financial institutions or accounting firms. Bookkeepers handle broader financial record-keeping, including ledger management and account reconciliation. While both roles require financial knowledge, bookkeepers typically have more comprehensive responsibilities and certifications. Understanding these differences helps employers and job seekers identify the right role based on skills and industry needs.

What is bank statement processing?

Bank statement processing is the task of reviewing, verifying, and reconciling bank statements to ensure accurate financial records. It involves data entry, identifying discrepancies, and using accounting software to update transaction records, which are essential skills for roles in finance and accounting departments.
Infographic showing various Bank Statement Processing job openings in the United States as of May 2026, with employment types broken down into 79% Full Time, and 21% Part Time. Highlights an 100% In-person job distribution.
CNB Bank, Floating Universal Associate, Seasonal

CNB Bank, Floating Universal Associate, Seasonal

CNB Bank

Clearfield, PA

$13.25 - $15.25/hr

Other

Medical, PTO

Posted 23 days ago


CNB Bank rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

11th of 141 rated banks


Job description

Description

Floating Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. This is a travel role between the following locations: Clearfield, Philipsburg, Houtzdale, Kylertown, Osceola Mills, St. Mary's and Altoona.


Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.


KEY RESPONSIBILITIES

  • Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations.
  • Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction.
  • Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
  • Follow all bank policies and operational procedures to ensure security and compliance.
  • Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.


ATTITUDES


Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

  • Respect- treat every client and colleague with dignity and respect.
  • Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions.
  • Inclusion- embrace diverse perspectives creating a welcoming environment for all.


BEHAVIORS


Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

  • Leadership- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic.
  • Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values.
  • Collaboration- work effectively within a team, contribute ideas, and support colleagues.
  • Volunteerism- actively support and participate in community outreach and volunteer initiatives.


COMPETENCIES


Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

  • Accountability- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties.
  • Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions.
  • Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication.


POSITION LEVEL(S) EXPECTATIONS (if applicable)

  • UA I- Open consumer and business deposit accounts
  • UA II- Ability to uncover and originate consumer loans plus all above duties.
  • UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties.
  • UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties.


SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES


Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.


Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE


To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted.

  • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
  • TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
  • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
  • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
  • PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.


Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.


DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.


BENEFITS

  • Paid Time Off & Recognized Holidays
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit rate
  • Rewards & Recognition Programs and much more!


Eligibility requirements apply.


CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.


https://mandatoryview.com/?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG



What CNB Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom