Cross-Functional Operations Processor
1 week ago
We are looking for a skilled Cross-Functional Operations Processor to join our team at ClearPoint Federal Bank & Trust. In this role, you will provide production support to multiple groups, executing a variety of standardized tasks within multiple operational systems.
You will be responsible for delivering exceptional customer service to our customers and their families, working closely with members of the ClearPoint team. Your contributions will be valued and recognized in a collaborative environment.
Key Responsibilities:
- Perform daily operations functions, including new business entry, payment posting, contract service processing, reconciliation of outstanding cash items, and customer service support.
- Accurately enter data into various trust and recordkeeping systems after thoroughly reviewing documents for completeness and accuracy.
- Research and resolve personal processing errors from internal control documents.
- Follow up and resolve any issues related to missing information, incomplete, or inaccurate information in documents.
Requirements:
- High school degree or equivalent; post-secondary education a plus.
- One to two years of related work experience; prior banking, preneed, or trust experience preferred.
- Strong attention to detail and accuracy combined with the ability to quickly comprehend new topics.
- Demonstrate effective communications skills with internal and external customers.
- Demonstrated computer proficiency, particularly in the use of Microsoft Office, Excel, and Word.
Estimated Salary Range: $45,000 - $60,000 per year, based on location and experience.
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