The CIF Support Specialist will perform maintenance to the customer information file (CIF) via requests from customers and bank personnel in an accurate and efficient manner.
Responsibilities include but are not limited to:
Update and maintain Customer Information Files via requests from all areas of the bank regarding address changes, name changes, privacy, etc.
Provide support to other system users to ensure accurate updates to the Customer Information Files.
Establish and maintain Banking by Phone Transfer Set-up and Christmas Club Automatic Transfer Set-up.
Review and research of return mail to ensure redelivery and/or compliance with FACT Act monitoring.
Assist customers with stop payment request.
Prepare & upload daily file to generate Personal Online Banking security information reset letters.
Assist with scanning of department work.
Monitor and review of all maintenance performed utilizing computer reports.
Process Overdraft Protection (ODP) Opt-in & Opt-out requests.
Assist with loan research and generate installment loan payment histories.
Required Skills:
Demonstrate high level of accuracy and efficiency to achieve maximum results during daily workflow.
Excellent verbal and written communication skills.
Ability to proofread efficiently.
Ability to organize and prioritize assignments.
Proficient computer skills using Microsoft Word and Excel.
Required Experience:
High School Diploma or GED and a minimum of one year’s clerical work experience.
Banking experience preferred.
Demonstrated proficiency in usage of Miser, RCIF function and other bank services preferred.
What to prepare
Preferred dress code
Business casual (dress pants/skirt, button down/blouse, optional tie)
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