What are the responsibilities and job description for the File Maintenance Representative position at County National Bank?
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.
