Customer Information File Clerk II

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

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

1. Responsible for processing CIF changes ensuring all changes have supporting documentation. This duty is performed daily, about 25% of the time.
2. Processes new account information, entering information on system and linking related accounts. This duty is performed daily, about 15% of the time.
3. 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.
4. Processes returned mail and distributes to appropriate person or department. This duty is performed daily, about 10% of the time.
5. Reviews signature cards to ensure cards are accurate and complete. This duty is performed daily, 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 daily, about 10% of the time.
7. Periodically moves boxes to the warehouse for record retention purposes. This duty is performed as needed, about 10% of the time.
8. Perform any other related duties as required or assigned.

Education and Experience Requirements

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.

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.

Monday - Friday; 8:30 AM - 5:30 PM, Rotating Saturday; 8:00AM - 12:00 PM

Total Hours: 40

6060

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