Customer Information File Clerk I

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

The Customer Information File Clerk 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.

Essential Duties and Responsibilities

1. Responsible for processing CIF changes, ensuring all changes have appropriate supporting documentation. This duty is performed about 25% of the time.
2. Processes new account information, entering information in system and linking related accounts. This duty is performed about 20% of the time.
3. Responsible for monitoring and verifying account captioning to ensure account information is accurate and complete. This duty is performed about 10% of the time.
4. Processes returned mail and distribute to appropriate person or department. This duty is performed about 10% of the time.
5. Review signature cards to ensure cards are accurate and complete. This duty is performed about 20% of the time.
6. 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 about 15% of the time.
7. Maintains regular and reliable attendance, punctuality and personal appearance. Reads, writes, and communicates in a clear and efficient manner via various types of correspondence, such as, in person, phone, email, letters, etc. Adheres to all company policies and procedures, as well as all applicable banking rules, regulations, and laws (including BSA/AML).
8. Performs any other related duties as required or assigned.

Education and Experience Requirements

• High school diploma or GED
• 0-6 months related experience or training
• Regular use of desktop/laptop computer, basic operating systems, and specialized software systems.
• Basic experience with alphanumeric data entry, PowerPoint, Excel, and Word Processing
• Ability to add, subtract, multiply and divide

Physical Requirements

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.

• Semi-repetitive and low physical activities.
• Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
• While performing the functions of this job, the employee is frequently required to talk or hear; regularly required to sit, use hands to handle or feel, reach with hands and arms; and occasionally required to stand, walk, climb or balance, stoop, kneel, crouch, or crawl.
• Occasionally required to lift and/or move up to 25 pounds.

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.