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Customer Service - Review and Maintenance

Five Points Bank
Grand Island, NE Full Time
POSTED ON 1/7/2024 CLOSED ON 1/27/2024

What are the responsibilities and job description for the Customer Service - Review and Maintenance position at Five Points Bank?

Five Points Bank is looking to add to their Customer Service Team with a new Customer Service Review and Maintenance position. This position will interact with customers and co-workers to provide information in response to inquiries about financial products and services. Handle and resolve customer complaints. Compute, classify, balance, and record numerical data to keep records complete and accurate. Perform any combination of routine calculating, balancing, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. Work in a fast paced, rotational environment with team members to complete daily operational duties, and meet the goals set by the department and financial institution.

Essential Functions:

  • Balance various GL accounts as assigned
  • Review AEM Daily – making sure the following forms are rec’d, signed, scanned & properly changed on Navigator
  • Address Changes
  • Stop Pays
  • Transfers
  • Holds & Sweeps
  • Courtesy Coverage
  • Acct. Closed Forms
  • Signature cards for New Accts & Name Changes
  • Review FCRM alerts and investigate for potential fraudulent account activity
  • Review Argo Oasis alerts and investigate for potential fraudulent account activity and duplicated items
  • Review, investigate, and finalize Reg E claims entered by Customer Service and front line repsReview submitted documentation to ensure a proper claim is filed
  • Track charge back status and customer adjustments
  • Complete all required paperwork and appropriate customer disclosures
  • Review & Verify all changes input by Customer Service RepsLowering back of debit card limits
  • Interest on Savings Bonds
  • Maintenance on Death Alerts
  • Statement cycles, interest changes & combining accts, etc.
  • Review EBB ReportsMake sure changes on Wire, ACH & Remote Deposit Limits are signed, changed back to original limits and scanned.
  • Review Commercial Accounts – Make sure forms are received, signed & scanned or ticklers are on portsResolutions
  • ID’s if signers on Navigator
  • Signature cards
  • State of NE
  • Back up with answering Customer Service phone calls when shorthanded or lunch hours
  • Assist with Customer Service reps with questions
  • Work the Saturday rotation and process and answer all customer inquiries.
  • Comply with and have knowledge of federal, state and company policies, procedures, and regulations.
  • All other duties as assigned

Supervisory Responsibility: None

Position Requirements:

Knowledge & Experience:

  • Excellent Customer Service skills
  • 10 key pad – operating 10 key on adding machine, computer keyboard, calculator
  • Mathematics – using mathematics to solve problems
  • Problem Solving Skills – The ability to find resolution to problems in an efficient, practical manner
  • Time Management – managing one’s own time and the time of others within the group.
  • Teamwork –Our project lists often require that people work together to accomplish a common goal.
  • Experience using Excel and Word software
  • Banking Experience preferred/not required.

Education/Training:

High School Diploma (or GED or High School Equivalence Certificate) and 2 years of banking and/or customer service experience

Status/Standard Schedule: Hourly – Fulltime position working Monday through Friday and rotating Saturdays.

Job Type: Full-time

Pay: From $18.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • On-the-job training
  • Paid time off
  • Vision insurance

Experience level:

  • 1 year

Shift:

  • Day shift

Weekly day range:

  • Monday to Friday
  • Rotating weekends

Work setting:

  • Call center
  • In-person
  • Office

Ability to commute/relocate:

  • Grand Island, NE 68803: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

Salary : $18

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