Customer Information Specialist

Mid Penn Bank - Millersburg Branch•Halifax Township, PA

About The Position

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Customer Information Specialist to join our Deposit Support team in Halifax, PA, Harrisburg, 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. Position Overview The Customer Information Specialist is responsible for verifying set up and completing changes to all customer information records and deposit accounts on the Core System including but not limited to data entry, account coding, verification, and documentation. This individual will follow guidelines as established by state laws and Professional Bank Services Deposit Documentation Guidelines. In addition, the Customer Information Specialist will consistently research and develop knowledge of core processing functionality.

Requirements

A high school diploma or equivalent; training relating to deposit accounts.
A minimum of three (3) 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.

Nice To Haves

Experience working with a variety of deposit account documents; a strong understanding of account ownership and titling standards; account opening processes; account revisions and documentation requirements strongly preferred.

Responsibilities

Completes set up and revises all types of accounts, e.g., DDA, savings, certificates of deposit, safe deposit boxes, etc.; verifies information and makes certain that accounts are properly established, coded, and documented.
Redesigns and regularly reviews all internal maintenance forms for ease of use and for processing functionality. Reviews all forms for accuracy and completion.
Maintains various account records and miscellaneous information.
Facilitates and participates in various training initiatives.
Responsible for return mail research and maintenance.
Researches training opportunities and brings offerings to the attention of the CIF Servicing Manager for further discussion.
Responsible for verification of customer information, creation and maintenance of customer information records within CIP guidelines. Verification of other departmental system maintenance.
Follows all policies and procedures including adherence to CIP and Red Flag identity theft.
Files deposit account information. Ensures that all customer information is secure.
Develops and enhances maintenance procedure and policies.
Writes and updates all retail user guides for the maintenance function.
Regularly investigates changes to rules and regulations involving customer information records and deposit accounts. Works with other department personnel to appropriately train and efficiently implement required changes.
Supports correction and maintenance to all customer profiles, portfolios, and accounts. Verifies additional areas of maintenance changes.
Online account opening administrator:
Provides support to CIF Servicing and Retail personnel.
Processes new deposit account applications submitted though online account opening system.

Benefits

Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume