Customer Service - Review and Maintenance

Status/Standard Schedule:  Hourly – Fulltime position working Monday through Friday and rotating Saturdays.

Interact with customers and co-workers to provide information in response to inquiries about financial products and services.  Handle and resolve customer complaints.  Compute, classify, balance, and record numerical data to keep records complete and accurate.  Perform any combination of routine calculating, balancing, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records.  Work in a fast paced, rotational environment with team members to complete daily operational duties, and meet the goals set by the department and financial institution.

Essential Functions: 

• Balance various GL accounts as assigned
• Review Activity Exception Manager (AEM) Daily – making sure the following forms are received, signed, scanned and properly updated on our core operating system      
  • Address Changes
  • CD Renewals
  • Stop Pays
  • Transfers
  • Holds and Sweeps
  • Courtesy Coverage
  • Account Closing Forms
  • Signature cards for New Accounts, Revisions and Name Changes
• Review internal alerts and investigate for potential fraudulent account activity and duplicated items
• Review, investigate, and finalize Reg E claims entered by Customer Service and front-line staff
  • Review submitted documentation to ensure a proper claim is filed
  • Track charge back status and customer adjustments
  • Complete all required paperwork and appropriate customer disclosures
• Review and verify all changes input by Customer Service Representatives
  •  Lowering back of debit card limits
  •  Interest on Savings Bonds
  • Maintenance on Death Alerts
  • Statement cycles, interest changes and combining accts, etc.
• Review Audit Reports for any limit changes on Debit Cards, Zelle, and Mobile Deposits
• Back up with answering Customer Service phone calls
• Work the Saturday rotation and process and answer all customer inquiries
• Comply with and have knowledge of federal, state and company policies, procedures, and regulations
• All other duties as assigned

• Banking experience required
• Excellent customer service skills
• 10 key pad – operating 10 key on adding machine, computer keyboard, calculator
• Mathematics – using mathematics to solve problems
• Critical thinking and problem-solving skills – The ability to find resolution to problems in an efficient, practical manner
• Time Management – managing one’s own time and the time of others within the group
• Teamwork –Our project lists often require that people work together to accomplish a common goal
• Experience using Excel and Word software  

• Education/Training:

  High School Diploma (or GED or High School Equivalence Certificate) and 2 years of banking and/or customer service experience

   

  Personal Attributes:

• Effective interpersonal skills and relationship-building skills
• Strong written and oral communication skills
• Self-motivated and directed
• Keen attention to detail
• Experience working in a team-oriented, collaborative environment
• Strong customer-service orientation

Work Environment:

• Work environment is generally indoors, but may require travel to other facilities, events and functions outside the normal office environment.

Salary : $21