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How to Become a Financial Clerk

A high school diploma is enough for most jobs as a financial clerk. These workers usually learn their duties through on-the-job training.


Financial clerks typically need a high school diploma to enter the occupation. Employers of brokerage clerks may prefer candidates with a 2- or 4-year college degree in business or economics.


Most financial clerks learn how to do their job duties through on-the-job training. The length of this training varies, but typically lasts less than 1 month. Under the guidance of a supervisor or another senior worker, new employees learn company procedures. Some formal technical training also may be necessary; for example, gaming cage workers may need training in specific gaming regulations and procedures.

Important Qualities

Basic math skills. The job duties of financial clerks, including calculating charges and checking credit scores, require basic math skills.

Communication skills. Financial clerks should have good communication skills so that they can explain policies and procedures to colleagues and customers.

Organizational skills. Strong organizational skills are important for financial clerks because they must be able to find files quickly and efficiently.

Source: Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook, 2012-13 Edition