Job Description

Responsibilities include but are not limited to :

• Update and maintain Customer Information Files via requests from all areas of the bank regarding address changes, name changes, privacy, etc.
• Provide support to other system users to ensure accurate updates to the Customer Information Files.
• Establish and maintain Banking by Phone Transfer Set-up and Christmas Club Automatic Transfer Set-up.
• Review and research of return mail to ensure redelivery and / or compliance with FACT Act monitoring.
• Assist customers with stop payment request.
• Prepare - upload daily file to generate Personal Online Banking security information reset letters.
• Assist with scanning of department work.
• Monitor and review of all maintenance performed utilizing computer reports.
• Assist with loan research and generate installment loan payment histories.

Requirements

Required Skills :

• Demonstrate high level of accuracy and efficiency to achieve maximum results during daily workflow.
• Excellent verbal and written communication skills.
• Ability to proofread efficiently.
• Ability to organize and prioritize assignments.
• Proficient computer skills using Microsoft Word and Excel.

Required Experience :

• High School Diploma or GED and a minimum of one year's clerical work experience.
• Banking experience preferred.
• Demonstrated proficiency in usage of Miser, RCIF function and other bank services preferred.

Last updated : 2024-05-08