FILE MAINTENANCE CLERK

at  Kirkpatrick Bank

Edmond, OK 73034, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate05 Sep, 2024USD 18 Hourly05 Jun, 2024N/ALife Insurance,Excel,Outlook,Customer Service,Management Skills,Dental Insurance,Flexible Spending Accounts,Color,Communication Skills,ConfidentialityNoNo
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Description:

Kirkpatrick Bank hires individuals who are committed to building long lasting relationships by delivering high quality customer service to all of our customers and within our communities. In return Kirkpatrick strives to offer a competitive and comprehensive benefit package.
Shift hours: Monday - Friday 8:00am to 5:00pm

Kirkpatrick Bank offers the following benefits (subject to eligibility requirement):

  • Company subsidized health and dental insurance for employees and dependents
  • Health and Dependent care flexible spending accounts, HSA account
  • Company provided life insurance and long term disability
  • Generous 401 (K) Match
  • Paid Sick and Vacation
  • Wellness Plan
  • Employee Banking products and services provided

Position Summary: The File Maintenance Clerk assists the operations function of the Bank to help achieve an efficient and effective operations process. Reviews deposit maintenance documents against system generated file maintenance reports to verify changes to customer and account fields on the core were properly documented and accurate. May assist with scans, and review quality control.

EDUCATION AND EXPERIENCE:

  • Relevant banking experience preferred.
  • Experience maintaining a high degree of customer service and professionalism.
  • Experience with Microsoft Windows, Outlook, and Excel.
  • Experience multi-tasking and prioritizing work assignments to ensure deadlines are met.
  • Experience working independently as well as within a team environment.
  • High School diploma.

SKILLS AND ABILITIES:

  • Experience with Fiserv Premier a plus
  • Excellent verbal, written and interpersonal communication skills
  • Ability to adapt to changing circumstances and priorities
  • Strong organizational and time management skills, with great attention to detail
  • Ability to act with integrity, professionalism, and confidentiality

PHYSICAL REQUIREMENTS AND WORKING CONDITIONS:

  • Prolonged periods sitting at a desk, working on a computer
  • Must be able to lift 25 pounds at times
  • Professional office environment
    Kirkpatrick Bank is an Equal-Opportunity Employer who offers EEO to all persons without regard to race, color, religion, age, marital or veteran’s status, sex, national origin, physical or mental disability, or any other legally protected class.

How To Apply:

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Responsibilities:

  • Reviews deposit maintenance documents against system generated file maintenance reports to verify changes to customer and account fields on the core were properly documented and accurate.
  • Logs and tracks any errors identified in the deposit maintenance documents, working with front-line personnel to resolve discrepancies.
  • Ensures department compliance through numerous tasks and functions including, but not limited to, deposit account proofing and monitoring, reviewing, and verifying opening account documents in comparison to what is on the Core system.
  • May scan, review quality control, and track core account record updates.
  • Maintains awareness, understanding, and compliance with the Bank’s internal policies and procedures, laws, and regulations appropriate for this position.


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Accounting

Banking / Insurance

Accounts Management

Diploma

Proficient

1

Edmond, OK 73034, USA