Great Southern Bank Customer Information File Clerk II in Springfield, Missouri
Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, we celebrate and value differences in age, outlook, cultural background, lifestyle and physical ability. We offer career opportunities and advancement across a wide range of disciplines. Ranked top ten in Forbes Best Bank four years in a row. Come join our team of customer service experts today!
GENERAL DESCRIPTION OF POSITION
Under general supervision, but following established policies and procedures, as well as all applicable banking laws and regulations, including BSA and AML, is responsible for ensuring all CIF records are set-up and maintained in an accurate and timely manner. Assists customers and employees with inquiries regarding account set-up and compliance with account titling by state.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Responsible for processing CIF changes ensuring all changes have supporting documentation. This duty is performed daily, about 25% of the time.
Processes new account information, entering information on system and linking related accounts. This duty is performed daily, about 15% of the time.
Responsible for monitoring and verifying account captioning to ensure account information is accurate and complete. This duty is performed daily, about
10% of the time.
Processes returned mail and distributes to appropriate person or department. This duty is performed daily, about 10% of the time.
Reviews signature cards to ensure cards are accurate and complete. This duty is performed daily, about 20% of the time.
Knowledgeable of CIF standards and is available to assist customers and employees with questions and inquiries relating to the CIF area. This duty is
performed daily, about 10% of the time.
Periodically moves boxes to the warehouse for record retention purposes. This duty is performed as needed, about 10% of the time.
Perform any other related duties as required or assigned.
EDUCATION AND EXPERIENCE
High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment
operation, etc, plus 12 to 18 months related experience and/or training. Or equivalent combination of education and experience.
The following physical activities 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 and expectations.
Highly repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed
by the tasks.
While performing the functions of this job, the employee is regularly required to sit; frequently required to use hands to finger, handle, or feel, reach with hands and
arms; and occasionally required to stand, walk, climb or balance, stoop, kneel, crouch, or crawl, talk or hear. The employee must occasionally lift and/or move up
to 50 pounds. Specific vision abilities required by this job include close vision; distance vision; and color vision.
At Great Southern Bank, we are willing to accommodate for those with reasonable requests. If you need assistance at any point during the application process (completing applications, interview prep, etc...), please contact Human Resources at 417-895-4509.
Great Southern Bank is proud to be an Equal Opportunity Employer, treating all candidates and employees equitably without regard to race, color, gender, religion, national origin, ancestry, age, disability, protected veteran status, gender identity, sexual orientation or any other basis prohibited by law.
Monday - Friday 8:30 AM - 5:30 PM; Rotating Saturday 8:00 AM - 12:00 PM
Total Hours: 40
Job Grade: 5