FILE MAINTENANCE CLERK
Summary
Performs daily audits of customer account changes, validates system reports, and ensures compliance with banking procedures for account maintenance and documentation.
Kirkpatrick Bank hires individuals who are committed to building long-lasting relationships by delivering high quality customer service to all our customers and within our communities. In return Kirkpatrick strives to offer a competitive and comprehensive benefit package.
Shift hours: Monday – Friday, 8:00am to 5:00pm
Kirkpatrick Bank offers the following benefits (subject to eligibility requirement):
- Company subsidized health and dental insurance for employees and dependents
- Health and Dependent care flexible spending accounts, HSA account
- Company provided life insurance and long term disability
- Generous 401(k) Match
- Paid Sick and Vacation
- Wellness Plan
- Employee Banking products and services provided
Position Summary: Supports operational integrity by conducting detailed audits of account changes, assisting with account maintenance functions, and participating in special projects and cleanup efforts as needed. Responsible for reviewing and validating various system-generated maintenance reports to ensure data accuracy, compliance, and proper documentation related to customer account records.
Supervisory Responsibilities: None
Essential Job Functions and 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
The above represents general responsibilities for the position. Other duties, responsibilities, and qualifications may be required and/or assigned as necessary.