Account Servicing Associate First Financial Corporation Indiana Terre Haute

Title Account Servicing Associate
Date 2020
Company First Financial Corporation Indiana
City Terre Haute

Short Description :

Customers Set up sweep for cash management and commercial line of credit Process incoming signature cards to ensure proper completion Basic computer skills, with data entry ,…

Full Description :

First Financial Bank

Job Description

Job Title

Account Servicing Associate
Status Non-Exempt
Reports To Deposit Operations Supervisor
Summary

Verifies input data from source documents to ensure customer accounts are accurately set up and maintained. Processes accounts after customer is deceased.

Job Requirements/Skills

(To perform this job successfully, an individual must be able to perform each essential satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.)

  • High school diploma or equivalent.
  • Basic computer skills, with data entry experience being a plus.
  • Accuracy and attention to detail.
  • Basic communication skills.

Primary Activities

(Essential duties and responsibilities include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

  • Process incoming signature cards to ensure proper completion.
  • Perform quality review of information provided by account holder has been properly entered into the system.
  • Responds to requests for assistance from branches regarding customer accounts.
  • Process and proof Beneficial Ownership forms
  • Process Death Certificates
  • Update and process TIN, W-8 and W-9
  • Make entries for IOTLA accounts
  • Set up sweep for cash management and commercial line of credit
  • Process death notifications

Competency/Skill Level

(The behaviors, knowledge, and motivations important to success in the job)

  • Written and Oral Communication skills
  • Customer Service Orientation
  • Initiative
  • Problem Assessment and Solving skills
  • Teamwork and Dependability
  • Analytical and Organizational Skills
  • Micro-Soft computer skills

Key Behaviors

  • Provides Proper Telephone Etiquette to Internal/External Customers
  • Services Internal/External Customer Requests/Inquiries
  • Reviews Required Documentation for Accuracy and Completeness
  • Personal Development as Established with Manager

Compliance requirements

  • Maintain Sufficient knowledge and understanding of the Bank Secrecy Act, Anti-Money Laundering/Anti-Terrorist Financing/PATRIOT Act and OFAC regulations to be able to full applicable requirements and responsibilities under the bank’s related policies and programs.

Critical Job Elements

  • Generally good working environment with little exposure to noise, extreme temperatures or other adverse factors.
  • Above average physical effort of hand and eye coordination, and dexterity of hand and fingers to work efficiently and accurately.
  • Above average mental effort consisting of complexity of decision making, concentration, and memory.
  • Above average verbal and written communication skills in order to process customer’s transactions accurately.

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