Customer Information Representative - Halifax or Harrisburg, PA

Mid Penn Bank; Harrisburg (Dauphin County); On-site; USD 22,000 - 28,000; Full time

Benefits offered by this job

Flexible benefits

Job summary

Mid Penn Bank is seeking a Customer Information Representative to join the Deposit Support team in Halifax or Harrisburg, PA. You will verify and update customer records on the Core System, process data entry and document submission, and coordinate with other departments to resolve issues promptly.

The ideal candidate has a high school diploma and at least one year of related experience, strong typing and computer skills, and the ability to handle sensitive information in a fast-paced banking

Qualifications

• High school diploma or equivalent; deposit accounts training.
• Minimum one year related experience.

Responsibilities

• Verify set up and change customer information records.
• Perform data entry, account coding, verification, and documentation.
• Support maintenance of customer profiles and accounts.
• Respond to routine inquiries within policy.
• Participate in Disaster Recovery testing as needed.
• Maintain required procedures and follow CIP guidelines.

Skills

Typing

Office Suite

Analytical skills

Interpersonal skills

Communication

Excel

Education

High school diploma or equivalent

Tools

Core System

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Customer Information Representative - Halifax or Harrisburg, PA

Operations Regular Full Time Halifax, PA, US

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 or Harrisburg, 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 Representative 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. Customer Information Representative will partner with other internal departments to ensure customer needs are met and any issues are resolved timely. This individual will follow procedures and policies and seek exception approvals as warranted.

Essential Duties and 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.
• 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.

Education & Qualifications

• A high school diploma or equivalent; training relating to deposit accounts.
• A minimum of one (1) year of related experience normally required.

Skill(s)

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.

Equipment/Machines

• Computer (and a variety of financial related software systems, including Microsoft Office Products)
• Telephone
• Calculator
• Fax Machine
• Token-based access security devices
• Personal laptop or computer with sufficient bandwidth and virus and malware protection
• Personal Smart Phone

Pay Transparency

We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

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.

EEO Statement

Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.

Equal Opportunity Employer–Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.