This position is responsible for fulfilling routine internal and external customer DDA and TDA requests for information.
II. Principal Responsibilities:
Responds to routine customer requests for research adhering to established policies and procedures.
Retrieves and files copies of relevant documents.
Utilizes system to close out completed requests stating the resolution.
May perform other clerical or administrative tasks as directed.
Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
III. Education/Experience Requirements
High school graduate
0-2 years relevant experience.
IV. Additional Job Requirements:
Proficiency in basic computer skills is required; ability to learn to use specific programs as needed. Experience with imaging systems.
Ability to work with a team.
Ability to communicate in writing and verbally in a courteous and professional manner with internal and external customers.
Organizational skills and attention to detail are required to perform tasks in an efficient manner.
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