KLEBERG BANK, NATIONAL ASSOCIATION
Customer Fulfillment Specialist (Project Management)
Maintain a basic knowledge of all Kleberg Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
Continually meets customer service expectations by offering excellent service to both external and internal customer requests.
Follow proper procedures accurately and efficiently for all customer-servicing activities performed.
Assist in tracking and maintaining credit and collateral exceptions for loans and/or deposit operations.
Process account documents making sure the documents are complete and in compliance with bank procedures.
Initiation and verification of customer and institution wires.
Wire transfer investigations, both domestic and international.
Start of day process, end of day process, and daily balancing
Maintain the integrity of the core system and input system changes when requested.
Risk management and review of all deposit transaction account activity including large item review, kiting, and uncollected funds activity, posting accuracy, image archive and retrieval, and document management activities.
Item Processing, New Account Document Management, Due to & Due From Adjustments, Check Processing, Image Archive Processing, and Customer Service.
Processes ACH and AFTs for loans and/or deposit accounts.
Ensure payment of taxes and insurance for all escrowed loans;
Force place of insurance for real estate loans when insurance is not provided or canceled.
Accurate processing of all accounting entries for loans and/or deposit general ledgers.
Identify, research, and resolve transaction and general ledger outages.
Scanning of loan and/or deposit documents and correspondence pertaining to customer files.
Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor.
Adhere to established standards, policies and procedures.
Deliver strong community visibility.