Customer Information Representative - Halifax or Harrisburg, PA

Mid Penn Bank - Millersburg Branch•Halifax Township, PA

About The Position

Mid Penn Bank is seeking a Customer Information Representative to join its Deposit Support team in Halifax or Harrisburg, Pennsylvania. The role verifies customer information setups and completes changes to customer information records and deposit accounts in the Core System, including data entry, account coding, verification, and documentation. Work is performed according to state laws and Professional Bank Services Deposit Documentation Guidelines. The representative partners with internal departments to address customer needs and resolve issues promptly, follows procedures and policies, and seeks exception approvals when warranted. The position also supports customer profile and account maintenance, research and error correction, document processing, the Customer Identification Program, departmental reporting, and backup support. The representative may occasionally work remotely at a supervisor’s direction to test or support disaster-recovery situations. Regular and predictable attendance is required.

Requirements

High school diploma or equivalent.
Training relating to deposit accounts.
At least one year of related experience.
Moderate reading, writing, grammar, and mathematics skills.
Strong analytical ability.
Good interpersonal relations and communication skills.
Good typing and computer skills, including office-suite and Excel skills.
Ability to sit, stand, walk, bend, stoop, reach, manipulate or handle objects, and lift items weighing 20 pounds or less.
Visual, auditory, and speaking skills.
Authorization to work in the United States without current or future work-visa sponsorship.

Responsibilities

Research and correct errors.
Research and maintain return mail.
Prepare, scan, and index financial documents.
Correct and maintain customer profiles, portfolios, and accounts; verify additional areas of maintenance changes.
Respond to inquiries from customers and personnel within applicable time frames and established policy.
Maintain procedures related to the assigned area.
Assist with the Customer Identification Program.
Report pertinent information to the immediate supervisor as requested or on an established schedule; compile and provide data as directed.
Prepare miscellaneous reports assigned by the CIF Servicing Manager and/or CIF Servicing Team Leader.
Offer ideas and suggestions to expedite processes and improve organizational operations.
Follow policies and procedures, including adherence to CIP and Red Flag identity-theft requirements.
Provide backup departmental support.
Coordinate work tasks with personnel in the department and other departments to support the efficient flow of information.
Perform supportive tasks as circumstances require.
Support disaster-recovery and business-resumption functions, including occasional remote work as directed by a supervisor to test and support live disaster-recovery situations.
Maintain regular and predictable attendance.