FILE MAINTENANCE CLERK

Kirkpatrick Bank hires individuals who are committed to building long-lasting relationships by delivering high quality customer service to all our customers and within our communities. In return, Kirkpatrick strives to offer a competitive and comprehensive benefit package.

Schedule

• Monday – Friday, 8:00am to 5:00pm

Benefits

• Company subsidized health and dental insurance for employees and dependents
• Health and Dependent care flexible spending accounts, HSA account
• Company provided life insurance and long term disability
• Generous 401(k) Match
• Paid Sick and Vacation
• Wellness Plan
• Employee Banking products and services provided

About the role

Supports operational integrity by conducting detailed audits of account changes, assisting with account maintenance functions, and participating in special projects and cleanup efforts as needed. Responsible for reviewing and validating various system-generated maintenance reports to ensure data accuracy, compliance, and proper documentation related to customer account records.

Responsibilities

• Review system-generated maintenance reports to verify that changes to customer records are properly authorized, documented, and entered accurately.
• Ensure compliance with procedures for new account openings and account revisions, including verification of authorization, ownership status, required documentation, account structure, and accuracy of entered information.
• Perform maintenance reviews on additional account activities, such as dormant account reactivations, deposit holds, debit card orders, and other operational functions.
• Assist with ongoing maintenance review initiatives, account cleanup activities, and departmental projects as assigned.
• Committed to Company Mission and Core Values.

The above represents general responsibilities for the position. Other duties, responsibilities, and qualifications may be required and/or assigned as necessary.

Requirements

• Keyboarding Skills
• Strong organization skills and attention to detail
• Microsoft Office knowledge helpful, including Excel, Word and Outlook
• Good interpersonal skills
• Knowledge of banking operations and familiarity with compliance regulations.

Qualifications

• High School Diploma or Equivalent Education
• Prior Banking experience preferred

Working Conditions

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 25 pounds at times
• Professional office environment

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.