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Trustmark Bank · 2 months ago

Customer Information Specialist I

US-MS-Jackson

Full-time

Onsite

New Grad, Entry Level

Trustmark Bank is seeking a Customer Information Specialist I to manage customer records and ensure data accuracy within their systems. The role involves indexing documents, troubleshooting software, and supporting internal associates while adhering to regulatory requirements.

BankingFinanceFinancial Services

Responsibilities

Receive and index documents for customer records by preparing documents for scanning, scanning documents, verifying quality of digital images, and manually filing paper documents

Review index work items to identify specific types and classifications of documents to allow accurate retrieval

Determine when work items cannot be processed and reject documents back to originator with appropriate communication

Review new submissions of documents to perform data entry and determine indexing and scrubbing of items

Review and determine document quality by verifying and validating to perfect image; make changes as needed to index reference (i.e. name of documents, merge and separate pages of documents)

Image and store images according to organization guidelines

Troubleshoot and adjust software/equipment when necessary

Verify and process address changes for customer records/accounts on an hourly basis as assigned

Enter and remove account status codes

Complete different types of work items in various electronic queues

Determine when necessary to cite exceptions for work items

Manage daily work activities or projects to ensure maximum productivity

Provide support for internal associates related to CIS and deposit account function

Communicate with Branch/Retail Associates and other departments as needed to resolve issues

Cross train in other areas to assist as needed

Perform additional duties as assigned

Qualification

Data entryDocument managementBanking knowledgeMS OfficeTime managementCommunication skillsCustomer focusSelf-motivatedTeamwork

Required

High School diploma or GED equivalent

Strong time management and organization skills with the ability to prioritize daily duties/responsibilities

Self-motivated with ability to work independently and little supervision but also work in, and contribute to, a team environment

Ability to perform repetitive tasks and maintain focus

Ability to retain information and maintain a high level of accuracy

Good communication skills with the ability to learn quickly, meet strict deadlines

People oriented with customer focus

Basic computer skills

Basic knowledge of banking documents

Preferred

Prior background in data entry/operations/customer service

Working knowledge of bank or deposit operations processes and functions

Experience adhering to policies, procedures, regulatory requirements, and instructions

Advanced computer skills and MS Office skills (Word, Excel, Outlook)

Company

Trustmark Bank

Trustmark is a financial services company providing banking and financial solutions through offices in Alabama, Florida, Georgia, Mississippi, Tennessee and Texas.

Founded in 1889