Customer Information File Clerk II

Great Southern Bank; Springfield (MO); On-site; USD 19,000 - 28,000; Full time

Job summary

Great Southern Bank in Springfield, MO is seeking a Full Time Admin Support Operations specialist responsible for CIF records setup and maintenance, and assisting customers and staff with inquiries regarding account set-up and state titling compliance.

The role involves processing CIF changes, entering new account information, monitoring account captioning, handling returned mail, and reviewing signature cards, with occasional file moves for retention.

Qualifications

• High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 12 to 18 months related experience and/or training. Or equivalent combination of education and experience.

Responsibilities

• Process CIF changes with supporting documentation and update records daily.
• Enter new account information and link related accounts in the system.
• Monitor and verify account captioning for accuracy and completeness.
• Process returned mail and route to the appropriate person or department.
• Review signature cards to ensure accuracy and completeness.
• Assist customers and employees with CIF-related questions and inquiries.
• Occasionally move boxes to the warehouse for record retention purposes.
• Perform other related duties as required.

Job description

Full Time Admin Sup Operations MO - Springfield - 218A S Glenstone Ave, Springfield, MO, US

Salary Range: $17.00 To $17.00 Hourly

Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, 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. Ranked top ten in Forbes Best Bank four years in a row. Come join our team of customer service experts today!

General Description

Under general supervision, but following established policies and procedures, as well as all applicable banking laws and regulations, including BSA and AML, 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 and compliance with account titling by state.

Essential Duties and Responsibilities

• Responsible for processing CIF changes ensuring all changes have supporting documentation. This duty is performed daily, about 25% of the time.
• Processes new account information, entering information on system and linking related accounts. This duty is performed daily, about 15% of the time.
• Responsible for monitoring and verifying account captioning to ensure account information is accurate and complete. This duty is performed daily, about10% of the time.
• Processes returned mail and distributes to appropriate person or department. This duty is performed daily, about 10% of the time.
• Reviews signature cards to ensure cards are accurate and complete. This duty is performed daily, about 20% of the time.
• Knowledgeable of CIF standards and is available to assist customers and employees with questions and inquiries relating to the CIF area. This duty isperformed daily, about 10% of the time.
• Periodically moves boxes to the warehouse for record retention purposes. This duty is performed as needed, about 10% of the time.
• Perform any other related duties as required or assigned.

Education and Experience Requirements

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 12 to 18 months related experience and/or training. Or equivalent combination of education and experience.

Great Southern Bank is proud to be an Equal Opportunity Employer, treating all candidates and employees equitably without regard to race, color, sex, religion, national origin, ancestry, age, disability, protected veteran status, gender identity, sexual orientation, pregnancy, or any other basis prohibited by law.

Monday - Friday; 8:30 AM - 5:30 PM, Rotating Saturday; 8:00AM - 12:00 PM