Customer Information Specialist I
4 weeks ago
- Receive and index documents for customer records by preparing documents for scanning, scanning documents, and verifying quality of digital images.
- 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.
- 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.
- 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.
- 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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Customer Information Specialist
1 day ago
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Customer Information Specialist
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Jackson, Mississippi, United States Trustmark Full timeJob SummaryWe 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...
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Customer Information Specialist
4 weeks ago
Jackson, Mississippi, United States Trustmark Full timeJob SummaryWe 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 deposit system.Key ResponsibilitiesReceive and index documents for customer records by preparing documents for...
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Customer Information Specialist
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Jackson, Mississippi, United States Trustmark Full timeJob SummaryThis position is responsible for maintaining accurate and up-to-date customer records within the Trustmark Customer Information System and deposit system. The ideal candidate will possess strong communication skills and be able to work independently with minimal supervision.Key ResponsibilitiesReceive and index documents for customer records,...
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