Description
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.
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