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Kirkpatrick Bank · 1 month ago

FILE MAINTENANCE CLERK

EDMOND, OK, USA

Full-time

Onsite

New Grad, Entry Level

Kirkpatrick Bank is committed to building long lasting relationships by delivering high quality customer service. The FILE MAINTENANCE CLERK will support operational integrity by conducting audits of account changes, assisting with account maintenance functions, and ensuring data accuracy and compliance related to customer account records.

BankingFinancial ServicesVenture Capital

Responsibilities

Review system-generated maintenance reports to verify that changes to customer records are properly authorized, documented, and entered accurately

Ensure compliance with procedures for new account openings and account revisions, including verification of authorization, ownership status, required documentation, account structure, and accuracy of entered information

Perform maintenance reviews on additional account activities, such as dormant account reactivations, deposit holds, debit card orders, and other operational functions

Assist with ongoing maintenance review initiatives, account cleanup activities, and departmental projects as assigned

Committed to Company Mission and Core Values

Qualification

Banking operations knowledgeCompliance regulations familiarityKeyboarding skillsMicrosoft Office knowledgeOrganization skillsAttention to detailInterpersonal skills