Five Points Bank · 6 days ago
Customer Service - Review and Maintenance
Grand Island, NE 68803
Full-time
Onsite
Entry, Mid Level
$21/hr - $21/hr
2+ years expFive Points Bank is a financial institution seeking a Customer Service representative for their Review and Maintenance team. The role involves interacting with customers to provide information on financial products, handling complaints, and maintaining accurate financial records while working in a fast-paced environment.
BankingFinancial ServicesLendingMortgageWealth Management
Responsibilities
Balance various GL accounts as assigned
Review Activity Exception Manager (AEM) Daily – making sure the following forms are received, signed, scanned and properly updated on our core operating system
Address Changes
CD Renewals
Stop Pays
Transfers
Holds and Sweeps
Courtesy Coverage
Account Closing Forms
Signature cards for New Accounts, Revisions and Name Changes
Review internal alerts and investigate for potential fraudulent account activity and duplicated items
Review, investigate, and finalize Reg E claims entered by Customer Service and front-line staff
Review submitted documentation to ensure a proper claim is filed
Track charge back status and customer adjustments
Complete all required paperwork and appropriate customer disclosures
Review and verify all changes input by Customer Service Representatives
Lowering back of debit card limits
Interest on Savings Bonds
Maintenance on Death Alerts
Statement cycles, interest changes and combining accts, etc
Review Audit Reports for any limit changes on Debit Cards, Zelle, and Mobile Deposits
Back up with answering Customer Service phone calls
Work the Saturday rotation and process and answer all customer inquiries
Comply with and have knowledge of federal, state and company policies, procedures, and regulations
All other duties as assigned
Qualification
Required
Banking experience required
Excellent customer service skills
10 key pad – operating 10 key on adding machine, computer keyboard, calculator
Mathematics – using mathematics to solve problems
Critical thinking and problem-solving skills – The ability to find resolution to problems in an efficient, practical manner
Time Management – managing one's own time and the time of others within the group
Teamwork – Our project lists often require that people work together to accomplish a common goal
Experience using Excel and Word software
High School Diploma (or GED or High School Equivalence Certificate) and 2 years of banking and/or customer service experience
Effective interpersonal skills and relationship-building skills
Strong written and oral communication skills
Self-motivated and directed
Keen attention to detail
Experience working in a team-oriented, collaborative environment
Strong customer-service orientation
Company
Five Points Bank
Five Points Bank offers personal and business banking, financial services to agriculture, home mortgage and wealth management services.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase