Preneed Service Delivery Associate

7 days ago


Batesville, Mississippi, United States ClearPoint Federal Bank & Trust Full time
Job Description

We are seeking a Preneed Service Delivery Associate to join our team at ClearPoint Federal Bank & Trust. As a key member of our operations team, you will be responsible for delivering exceptional customer service to our customers and their families.

In this role, you will execute a variety of standardized tasks within multiple operational systems, including transaction processing, data entry, archiving, researching, and client interaction. You will also have the opportunity to recommend, test, and implement process improvements.

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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