Customer Information File Clerk I

Great Southern Bank • Springfield, MO

11d

About The Position

Come be a part of something greater! Great Southern Bank is committed to following an environment where everyone can contribute and succeed at every level. We celebrate and value differences in age, outlook, cultural background, lifestyle, and physical ability. We offer career opportunities and advancement across a wide range of disciplines. Come join our team of customer service experts today!

General Description

The Customer Information File Clerk is responsible for ensuring all CIF records are set-up and maintained in an accurate and timely manner. Assists customers and employees with inquiries regarding account set-up.

Requirements

• High school diploma or GED
• 0-6 months related experience or training
• Regular use of desktop/laptop computer, basic operating systems, and specialized software systems.
• Basic experience with alphanumeric data entry, PowerPoint, Excel, and Word Processing
• Ability to add, subtract, multiply and divide

Responsibilities

• Responsible for processing CIF changes, ensuring all changes have appropriate supporting documentation.
• Processes new account information, entering information in system and linking related accounts.
• Responsible for monitoring and verifying account captioning to ensure account information is accurate and complete.
• Processes returned mail and distribute to appropriate person or department.
• Review signature cards to ensure cards are accurate and complete.
• Knowledgeable of CIF standards and is available to assist customers and employees with questions and inquiries relating to the CIF area.
• Maintains regular and reliable attendance, punctuality and personal appearance. Reads, writes, and communicates in a clear and efficient manner via various types of correspondence, such as, in person, phone, email, letters, etc. Adheres to all company policies and procedures, as well as all applicable banking rules, regulations, and laws (including BSA/AML).
• Performs any other related duties as required or assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees