Customer Information Specialist

3 weeks ago


Jackson, Mississippi, United States Trustmark Full time
Job Summary

We are seeking a highly organized and detail-oriented Customer Information Specialist to join our team at Trustmark. In this role, you will be responsible for creating and updating records within our Customer Information System and communicating with front-line and department associates to ensure accurate data collection and entry.

Key Responsibilities
  • Receive and index documents for customer records, preparing them for scanning, scanning, verifying digital image quality, and manually filing paper documents.
  • Review index work items to identify specific types and classifications of documents for accurate retrieval.
  • Determine when work items cannot be processed and reject documents back to the originator with appropriate communication.
  • Review new submissions of documents for data entry, indexing, and scrubbing.
  • Verify and validate document quality, making changes as needed to index references.
  • Image and store images according to organizational 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 various electronic queues and determine when 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.
Requirements
  • High School diploma or GED equivalent.
  • Strong time management and organization skills with the ability to prioritize daily duties/responsibilities.
  • Self-motivated with the 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 and meet strict deadlines.
  • People-oriented with a customer focus.
  • Basic computer skills.
  • Basic knowledge of banking documents.
Preferred Qualifications
  • 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).


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