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Customer Representative - First Wealth Management

Company: First National Bank of Hutchinson
Location: Hutchinson
Posted on: January 16, 2022

Job Description:

The position supports FWM personnel through a variety of tasks related to organization and communication while maintaining the highest level of customer service and professionalism for clients and their needs. The Customer Representative for FWM is tasked with maintaining a
structured, current document system that captures all contractual and internal deliverables and ensures compliance with regulations and record retention guidelines. Printing and mailing client statements, along with dual control for mailing of daily checks, is included in the responsibilities. The position requires proficiency in document identification, document indexing and review. Successful candidates will have excellent internal and external customer service skills. A truly effective Customer Representative is self-regulating, possess both reliability and consistency, is able to learn quickly and problem solve well, and have practically perfect organizational skills.

Primary Responsibilities and Duties:
(The summary of duties and responsibilities listed above are representative of the job requirements but, are not meant to be all-inclusive or prevent other duties from being assigned as necessary.)
Assist with answering incoming calls within the first two rings and greet customers with a smile.
Provide coverage when front desk team members are away for lunch or out of the office.
Respond to questions and requests for information from customers.
Assist with tracking, dissemination and mailing of tax returns during tax season.
Operate document imaging equipment to create electronic files or archives.
Prepare documents for scanning, scan documents and verify quality of digital images.
Appropriately archive documents already received in an acceptable electronic format or create an acceptable format for retention.
Review existing files/documents and identify which are not scanned into an acceptable electronic format.
Work with management to ensure current record retention systems are structured appropriately for future system upgrades and/or conversions department wide.
Properly scan and store documents found to still exist in only paper form according to correct file architecture and naming convention.
Annually identify files that can be properly disposed of per record retention guidelines for additional review and files that can be moved to the secondary archival location for server space.
Identify and index documents according to department guidelines and file architecture.
Print, stuff, check off and mail trust department statements on a monthly basis along with various tax reports at tax time.
Daily review of checks printed for accuracy and completeness and prepare for outgoing mail.
Assist with special projects as assigned.

Position Requirements:
Previous knowledge of Microsoft Outlook, Word and Excel as well as Adobe Acrobat is strongly preferred.
Previous experience with copier/scanners preferred.
High School Diploma or equivalent is required.
Detail oriented and strong organization skills.
Skilled at multi-tasking, prioritizing multiple deadlines, and problem solving.
Ability to identify and escalate issues as appropriate.
Strong time management skills with the ability to adapt and be flexible.
Must follow and maintain knowledge of policies and procedures and recognize the necessity for strict client confidentiality.
Ability to maintain regular, predictable attendance.

Keywords: First National Bank of Hutchinson, Hutchinson , Customer Representative - First Wealth Management, Executive , Hutchinson, Kansas

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