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First Financial Bank Account Servicing Associate in Terre Haute, Indiana

*[First Financial Bank *[Job Description

[Job Title Account Servicing Associate]{arial",sans-serif"=""}]{arial",sans-serif"=""}]{arial",sans-serif"=""}

Status

Non-Exempt

Reports To

Deposit Operations Supervisor

Summary

[Verifies input data from source documents to ensure customer accounts are accurately set up and maintained. Processes accounts after customer is deceased. ]{arial",sans-serif"=""}

Job Requirements/Skills

[(To perform this job successfully, an individual must be able to perform each essential satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.)]{arial",sans-serif"=""}

  • High school diploma or equivalent.
  • Basic computer skills, with data entry experience being a plus.
  • Accuracy and attention to detail.
  • Basic communication skills.

[Primary Activities [(Essential duties and responsibilities include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)]{arial",sans-serif"=""}]{arial",sans-serif"=""}

  • Process incoming signature cards to ensure proper completion.
  • Perform quality review of information provided by account holder has been properly entered into the system.
  • Responds to requests for assistance from branches regarding customer accounts.
  • Process and proof Beneficial Ownership forms
  • Process Death Certificates
  • Update and process TIN, W-8 and W-9
  • Make entries for IOTLA accounts
  • Set up sweep for cash management and commercial line of credit
  • Process death notifications

[Competency/Skill Level *[(The behaviors, knowledge, and motivations important to success in the job)]{arial",sans-serif"=""}]{arial",sans-serif"=""}*

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