September 22, 2023
Grade 4
Full-time
Location: Multiple-See locations in application
Overall Functions
This person is responsible for maintaining customer information in our core system software and ancillary software. This person performs maintenance, does research, and assists with inquiries for both internal and external customers with an emphasis on exceptional customer service.
Qualifications
This person should have an associate degree plus one year of work experience or the equivalent. Excellent keyboarding skills, basic computer skills, and the ability to maintain a high degree of accuracy are required. Excellent communication skills and the ability to complete multiple tasks while meeting deadlines are essential.
Responsibilities
1. Perform CIF, DDA, SAV, CD, and SDB maintenance for all customers on our core system and ancillary software. Complete maintenance daily while adhering to department PLS (performance level standards).
2. Perform maintenance from internal reporting daily. Complete document review to ensure all maintenance was completed.
3. Verify the quality of maintenance done by others on the team daily.
4. Act as a resource for internal and external customers regarding account and customer information files, documentation, and research on our core and imaging systems. Respond to inquiries in a timely and professional manner and recommend appropriate actions.
5. Provide statement research as requested by internal and external customers. Provide the documents requested in a timely manner and in the correct format. Complete research requests promptly, thoroughly, and cost-effectively.
6. Assist with system cleanup projects, as deemed necessary by management, to protect data integrity.
7. Work closely with the Banking Ops Imaging team to combine CIFs when necessary.
7. Work closely with the Banking Ops Imaging team to combine CIFs when necessary.
8. Demonstrate continuous effort to contribute to process improvement, operational efficiency, and superior customer service. Document standard practices, and accurately track and record any testing or implemented ideas.
9. Assist management by identifying areas of concern, department needs, and process efficiency improvements. Support and participate in Operations programs. Be familiar with and practice the “Be the 1” Principles and embrace our service culture. Actively pursue developmental opportunities as discussed in one-on-one meetings, the annual review process, and team meetings.
10. Participate and provide input during team and department meetings.
11. Cross-train within the department to provide support as needed.
12. Act in accordance with FBT policies and procedures as set forth in the employee handbook.
13. Adhere to compliance procedures and participate in required compliance training.
First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com.