CIF Services Specialist I

The CIF Services Specialist I, as a member of the Deposit Operation's Team that supports the processing for all bank's transaction channels, is responsible for performing a wide variety of bank operational duties in a high-volume deadline driven environment. The CIF Services Specialist I serves as a resource agent for all deposit operational areas and assisting in the verification of processes and applications.

Essential Duties and Responsibilities:

• Analyze new account documents for accuracy.
• Remove CIF and/ or Account alert message, when support documentation is verified.
• Complete file maintenance after verification.
• Maintain 3-day Service Level Agreement with Synergy document indexing.
• Maintain detailed records on all work responsibilities as required.
• Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

Qualifications

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

Skills

• Complete assigned tasks efficiently.
• Operate in a team environment to accomplish shared goals.
• Solve practical problems and interpret a variety of instruction provided in written and/or oral form.
• Analyze and interpret documents such as procedures manuals, general business correspondence and/or journals or government regulations.
• Create simple correspondence to be communicated through electronic channels.
• Maintain effective interpersonal relationships with management and team members.
• Prioritize multiple demands in a high-pressure environment while maintaining professional demeanor.

Education and/ or Experience

• High school diploma or its equivalent is required, and
• Two years of related banking operations and/or customer service experience preferred.

Computer Skills

• Microsoft Office programs proficiency, preferred.

Other Qualifications (including physical requirements)

• Basic knowledge of the Core system preferred.

Other

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

Skills Training:

• Communication, Customer Service, Bank Products and Services, and data entry