Customer Information Representative

Mid Penn Bank - Millersburg BranchHalifax Township, PA
Hybrid

About The Position

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Customer Information Representative to join our Deposit Support team in Halifax, PA, Harrisburg, PA, Comly, PA, Bristol, PA or Pottsville, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.

Requirements

  • A high school diploma or equivalent; training relating to deposit accounts.
  • A minimum of one (1) year of related experience normally required.
  • Moderate reading, writing, grammar, and mathematics skills; strong analytical ability; good interpersonal relations and communicative skills; good typing, computer skills including office suite; Excel; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory, and speaking skills.

Responsibilities

  • Performs research and error correction.
  • Responsible for return mail research and maintenance.
  • Prepares, scans, and indexes financial documents.
  • Supports correction and maintenance to all customer profiles, portfolios, and accounts. Verifies additional areas of maintenance changes.
  • Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy.
  • Maintains various procedures as related to the area of responsibilities.
  • Assists with the Customer Identification Program.
  • Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.
  • Prepares miscellaneous reports assigned by CIF Servicing Manager and/or CIF Servicing Team Leader.
  • Offers ideas and suggestions to expedite processes and provide positive impact changes to organizational operations.
  • Follows all policies and procedures including adherence to CIP and Red Flag identity theft.
  • Provides backup departmental support.
  • Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.
  • Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
  • Supports crucial job functions for Disaster Recovery and business resumption. May occasionally work remotely (as directed by supervisor) to test and support live Disaster Recovery situations.
  • Regular and predictable attendance is required.

Benefits

  • medical plans with prescription drug coverage
  • flexible spending account
  • dental and vision insurance
  • life insurance
  • 401(k) program with employer match
  • employee stock purchase plan
  • paid time off
  • paid holidays
  • disability insurance coverage
  • parental leave
  • employee assistance program
  • tuition reimbursement
  • mentorship programs
  • individualized development and career counseling
  • Mid Penn University courses and development programs
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