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Data Entry CIF Specialist

at First Busey Corporation in Champaign, Illinois, United States

Job Description

Position SummaryThe Deposit Data Entry & CIF Specialist ensures tax reporting and interest payments for deposits are completed accurately and within bank guidelines. This position ensures Customer Information Files (CIF) and deposit accounts are coded appropriately on the core system and that deposit accounts adhere to compliance and audit guidelines.
Duties & Responsibilities
Maintain Customer Information Files (CIF) and deposit accounts via documentation submitted by the front line utilizing basic data entry functions.
Process the following reports and tasks on a daily basis: Dormancy, Deceased, Product Changes, Pending Closed, and Interest Dropped
Assist the front line through the phone and email queues
Balance Safe Deposit Box Settlement and CD/IRA Settlement
Manage CD/IRA interest & distribution checks
Update DDA, CD, and special rates as directed by Finance
Handle year end reporting and complete tax corrections as applicable for interest bearing accounts including Health Savings Accounts and IRAs.
Education & Experience
Knowledge of:
Strong oral and written communication skills
Strong organizational skills
Bank policies, procedures, and Federal Regulations (preferred)
Jack Henry Xperience system (preferred, not required)

Ability to:
Attention to detail to prevent loss to the bank
Maintain confidentiality of customer and bank information
Work independently
Maintain visual attention and mental concentration for extended periods of time
Perform duties and make decisions under frequent time pressures

Education and Training:
Requires High School diploma
Preferred one or more years of related bank or accounting experience
Requires knowledge of Microsoft Office

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.

EOE of Minorities/Females/Vets/Disability

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Job Posting: 12078588

Posted On: Jul 26, 2024

Updated On: Jul 26, 2024

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