Job description

HIRING MANAGER’S STATEMENT

“We are looking for an experienced ambitious, detailed oriented, organized professional who specializes in CIF (Customer information files). The specialist will perform various administrative duties necessary to maintain customer records and include any documentation required following the policies set for by First Northern Bank and Trust. This position will also handle all legal documents, requested by the State or Federal government. A skilled writer and effective communicator is preferred, with the experience of at least 2 years in the Banking Industry.”

FORMAL JOB DESCRIPTION INFORMATION

POSITION SUMMARY

The CIF (Customer Information File) Specialist performs various administrative duties necessary to maintain Customer records, and include any documentation required according to the policies set forth by First Northern Bank and Trust. The position also maintains and handles all legal documents, by the State or Federal. This position will require a strong detailed oriented individual, who is highly organized, with the ability to prioritize assignments.

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

ESSENTIAL FUNCTIONS

• Prepares credit references, rate accounts upon authorization and verifies the proper documentation.
• Prepares requests for information on subpoenas and summons, tax levies, writs of execution and domestic relations including prep work on legal documents for attorney.
• Reviews power of attorney and new business account information.
• Prepares necessary documentation for inheritance tax and reports to the state for the deceased customers, with also preparing deceased customer letters for attorneys.
• Maintain customer account information and verifies this information is accurate against the Synergy Program.
• Review and update all information regarding safe deposit boxes. Prepare monthly charges and delinquent notices and print and distribute safe deposit box reports for all branch offices.
• Scan, index and review new account and CIF documents in Synergy.
• Work with returned mail.
• Process new accounts opened online through Opening Act.
• Maintain the Deposit Ops Control Log.
• Inputs alternate YTD interest for deceased customer accounts.
• Process B-notices when received from IRS.
• Monitors and reviews all student and kids accounts for age and account requirements. In addition, prepares necessary letters to customer when accounts reach maturity.
• Performs quarterly review and maintenance of SSN reports.
• Assists with special system cleanup projects as needed.
• Performs annual zip code verification for yearend tax prep.

Job Type: Full-time

Pay: $16.00 - $19.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday
• Weekend availability

Ability to commute/relocate:

• Gilbert, PA 18331: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Affirmative Action: Applicant Invitation to Self-Identify – Gender and Race

First Northern Bank and Trust Co. is an equal opportunity employer. Applicants for employment are invited to participate in the affirmative action program by reporting their status as a minority. In extending this invitation, we advise you that: (a) workers (applicants) are under no obligation to respond but may do so in the future if they choose; (b) responses will remain confidential within the human resource department ; and (c) responses will be used only for the necessary information to include in our affirmative action program. We are a company that values diversity. We actively encourage women, minorities, veterans and disabled employees to apply.
Refusal to provide this information will have no bearing on your application and will not subject you to any adverse treatment.

• EEOC RACE/ETHNICITY IDENTIFICATION CATEGORIES

 Hispanic or Latino - A person of Cuban, Mexican, Puerto Rican, South or Central American, or other Spanish culture or origin regardless of race.
 White - A person having origins in any of the original peoples of Europe, the Middle East or North Africa.
 Black or African American - A person having origins in any of the black racial groups of Africa.
 Native Hawaiian or Other Pacific Islander - A person having origins in any of the peoples of Hawaii, Guam, Samoa or other Pacific Islands.

• ADDITIONAL EEOC RACE/ETHNICITY IDENTIFICATION CATEGORIES

 Asian - A person having origins in any of the original peoples of the Far East, Southeast Asia or the Indian Subcontinent.
 American Indian or Alaska Native - A person having origins in any of the original peoples of North and South America (incl. Central America) and who maintain tribal affiliation or community attachment.
 Two or more races - All persons who identify with more than one of the above races

• Gender

 Male
 Female
 I do not wish to identify

Experience:

• Banking: 2 years (Preferred)

Work Location: In person

colinoncars.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, colinoncars.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, colinoncars.com is the ideal place to find your next job.