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Account Clerk

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Account Clerk

Salary

$63,653.46 - $77,371.58 Annually

Location

Tracy, CA

Job Type

Full Time

Department

Finance

Opening Date

10/01/2025

Closing Date

10/15/2025 5:00 PM Pacific

FLSA

Non-Exempt

Bargaining Unit

TTSSEA

Max Number of Applicants

250

+ Description

+ Benefits

+ Questions

Description

Click here (https://youtu.be/kC2EC-Ux-fE?si=o\_qQEA2d02DXcKBI) to learn more about the City of Tracy and here (https://www.cityoftracy.org/home/showdocument?id=21432&t=638948278935880148) for the job announcement.

TENTATIVE RECRUITMENT SCHEDULE

Application Deadline: OCTOBER 15, 2025, OR UNTIL 250 APPLICATIONS HAVE BEEN COLLECTED

Written Exam: OCTOBER 23, 2025

ABOUT THE OPPORTUNITY

The ideal candidate is a motivated self-starter who is passionate about public service and takes pride in delivering exceptional customer care. They are courteous, professional, and thrive in a team-oriented environment where accuracy, accountability, and attention to detail are essential. With strong communication skills and a positive attitude, they represent the City of Tracy with integrity and respect.

This individual is trainable, adaptable, and eager to learn new systems and procedures. They manage time effectively, prioritize tasks, and support departmental goals with reliability and enthusiasm. Whether assisting residents or processing financial transactions, they approach every task with dedication and a commitment to excellence.

DEFINITION

Under general supervision, performs a variety of routine to moderately complex administrative account support duties in the preparation, maintenance, and processing of accounting records and transactions, including accounts receivable, utility billing, permits, and business licensing; and performs related duties, as assigned.

SUPERVISION RECEIVED AND EXERCISED

Receives general supervision from assigned supervisory or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

This is the journey-level classification in the Account Clerk series. Incumbents perform the full range of duties related to accounts receivable, utility billing, permits, and business licensing, in addition to performing a variety of record keeping and account support activities. Positions at this level work independently and exercise judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. Work is normally reviewed upon completion and for overall results.

Essential and Marginal Duties

EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only)

Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.

+ Assists the public in person, or by phone, fax, or email to answer inquiries related to department records and services; answers inquiries related to the status of accounts including utility billing and business licenses; explains commonly used regulations and procedures; explains the proper use of forms and documents; and distributes or mails informational materials and letters.

+ Enters a variety of data into the computer including utility deposits and additional charges for services; enters adjustments and changes as needed.

+ Receives customer requests to open and close utility accounts and takes appropriate action in utility billing software system.

+ Accepts and processes payments at the front counter, over the phone, and by mail, in cash, by check, or by credit card; makes change as necessary and maintains cash drawer as appropriate; balances payments and posts transactions in the accounting system daily.

+ Establishes payment plans for delinquent accounts pursuant to City and department policies and procedures; elevates payment plan requests to supervisor as appropriate and where policy requires supervisory review.

+ Receives and records payments for business licenses; forwards necessary paperwork to the appropriate party.

+ Receives, opens, time stamps, sorts, and distributes incoming and interdepartmental mail; prepares and distributes outgoing mail.

+ Receives financial documents; screens documents for accuracy and adherence to procedural requirements; carries out procedural steps to ensure or authorize payment; posts data to records; checks and balances totals.

+ Makes routine contacts with other City departments, other agencies, and members of the general public to discuss financial records and transactions; provides information on records maintained; may prepare routine correspondence; prepares periodic and financial statistical reports.

+ Performs other related duties as assigned.

Minimum Qualifications

Knowledge of:

+ Terminology and practices of financial and account document processing and record-keeping, including accounts receivable, utility billing, and business licensing.

+ Cash handling procedures.

+ Business arithmetic and basic financial and statistical techniques.

+ City policies with respect to receiving and processing monetary transactions.

+ Record-keeping principles and procedures.

+ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

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

+ Modern equipment and communication tools used for business functions and program, project, and task coordination.

+ Computers and software programs (e.g., Microsoft software packages) to conduct, compile, and/or generate documentation.

Ability to:

+ Perform detailed account and financial office support work accurately and in a timely manner.

+ Respond to and effectively prioritize multiple phone calls and other requests for service.

+ Compose correspondence and reports independently or from brief instructions.

+ Perform cashiering duties.

+ Make thorough and accurate arithmetic and financial computations.

+ Enter and retrieve data from a computer with sufficient speed and accuracy to perform assigned work.

+ Establish and maintain a variety of filing, record-keeping, and tracking systems.

+ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.

+ Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.

+ Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.

+ Effectively use computer systems, software applications, and modern business equipment to perform a variety of work tasks.

+ Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.

+ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.

+ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.

Education and Experience:

Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:

Equivalent to graduation from the twelfth (12th) grade and one (1) year of experience performing general clerical accounting and customer service duties.

Licenses and Certifications:

May be required to complete National Incident Management System (NIMS) Training.

Additional Information

PHYSICAL DEMANDS

Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. Standing in and walking between work areas is frequently required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification frequently bend, stoop, kneel, and reach to perform assigned duties, as well as push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds with the use of proper equipment.

ENVIRONMENTAL CONDITIONS

Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

WORKING CONDITIONS

N/A

DISASTER SERVICE WORKER

All City of Tracy employees are, by State and Federal law, Disaster Service Workers. The roles and responsibilities for Disaster Service Workers are authorized by the California Emergency Services Act and are defined in the California Labor Code. In the event of a declaration of emergency, any employee of the City may be assigned to perform activities which promote the protection of public health and safety or the preservation of lives and property. Such assignments may require service at locations, times, and under conditions that are significantly different than the normal work assignments and may continue into the recovery phase of the emergency. If a “Local Emergency” is declared during the employee’s shift, employees will be expected to remain at work to respond to the emergency needs of the community. If a “Local Emergency” is declared outside of the employee’s shift, employees must make every effort to contact their direct supervisor or department head to obtain reporting instructions as Disaster Service Workers.