POSITION SUMMARY

This position serves primarily internal customers; however, responsibilities also include serving external customers whenever the opportunity presents itself.

This position does not involve direct day to day supervision of employees.

Confidentiality of customer information cannot be overstated. It is expected that all customer information be kept in the strictest confidence. We must do whatever it takes to ensure that our relationships with the public are not jeopardized.

The purpose of this position is to provide source data entry of all eligible items from all departments of the bank as accurately and effectively as possible. This position also includes scanning of all daily documents to be archived into the Director archive system.

SKILLS & ABILITIES

• Possess excellent attention to detail
• Ability to proficiently utilize technology
• Capability of exercising good judgment
• Ability to perform under pressure
• Ability to deal effectively and tactfully with internal and external customers
• Possess broad knowledge of the banking industry’s operations, policies and procedures
• Ability to type proficiently and accurately
• Ability to recognize irregular or suspicious account information
• Possess patience when dealing with questions and/or errors with both internal and external customers

DUTIES & RESPONSIBILITIES

• Enter data received for new and existing accounts for both consumer and business customers involving status changes, account codes, rate changes, customer information changes and miscellaneous changes on our systems
• Maintain our Central Information Systems (CIS) daily and complete special projects upon request for system clean-up
• Enter the source data entry block daily
• Scan necessary documents into the archive system for immediate retrieval daily
• Keep the Source Data Entry procedure manual up-to-date
• Assist in the training of our core system for all bank staff when necessary
• Ensure backups for the position are properly and thoroughly trained
• Perform back-up duties pertaining to the Item Processor role, including but not limited to:
  • Operate Branch Capture scanner
  • Collection of work
  • Notify and assist staff with transaction discrepancies
  • Notify customers of discrepancies by phone or email
• Attend required staff meetings
• Follow security procedures
• Support a diverse and inclusive culture
• Abide by all policies, procedures, and expectations set forth in the Employee Manual or requested by management