What are the responsibilities and job description for the File Maintenance Representative position at BankTalent HQ?

Description

County National Bank (CNB) is an independent, locally owned, community bank that is successful and growing whose mission is to "sustain its deep commitment to the community and its traditions of excellence in all aspects of banking and provide outstanding client service and solid financial performance."

We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities.

CNB is looking for a qualified, motivated, and client and team focused individual to join our team as an ON-SITE File Maintenance Representative in either our Spring Arbor Village Crossing or Hillsdale, Michigan location.

JOB SUMMARY

Responsible for verifying new accounts for all checking, savings, certificate of deposits and safe deposit boxes; and assists with year-end reporting for various account types.

DUTIES

Verifies new account set-up is accurate and all required documents are completed properly for all deposit account types (DDA, SAV, CD, IRA, HSA, ICS).
Verifies account changes are correct and complete for all deposit accounts.
Verifies interest rates are accurate for all deposit accounts.
Oversees the HSA and IRA programs; including monitoring contributions / distributions, processing required mailings, and managing year-end tax reporting processes.
Verifies E-Statement Enrollments.
Maintains working knowledge of CNB products.
Maintains an understanding of LLC, DBA, Trust, Corporation & Agency accounts.
Assists in FISERV systems for BPM support and troubleshooting.
Assists New Account staff with complex accounts and questions
Verifies and processes Return Mail for logging and mailing of letters to clients.
Assists with monthly roundtable meetings with new account staff.
Maintains and protects confidentiality of client information.
Maintains regular, on-time attendance.
Remains current in assigned training and continuing education specific to their position (online, video, in-house emails, telephone seminars, etc.)
Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
Performs other various duties as assigned.

Requirements

SKILLS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High school diploma or equivalent.

Must have previous bank experience in two or more areas of teller, new accounts, loan, or management.

Passion for providing a stellar client service experience to all clients (external and internal) and ability to instill this passion in others.

Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner.

Excellent written communication skills with demonstrated ability to write clearly, concisely and effectively, with attention to detail for visually appealing output and accurately proofreading publications.

Excellent verbal communication skills with the demonstrated ability to effectively present information to clients and management.

Strong administrative and organizational skills with effectiveness in developing tasks and managing resources to achieve targets / goals.

Positive and cooperative approach when working with others.

Ability to maintain confidentiality and handle sensitive information.

Knowledge of basic accounting procedures.

Ability to efficiently and accurately keyboard information, both computer and calculator.

Strong computer skills with a proficiency in MS Office.

Ability to multi-task while paying attention to details.

WORKING CONDITIONS

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the work environment will include :

Works in a normal office environment.

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to :

Communicate effectively, both verbally and in writing.

Keyboard information (computer and calculator).

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