MSB - Customer Service Representative

Republic Bank of Chicago

  • Oak Brook, IL
  • Permanent
  • Full-time
  • 2 months ago
GENERAL FUNCTION:Manage all bank products and process a variety of MSB transactions for MSB customers. Establish new and increase existing customer account relationships by cross selling bank products while servicing existing relationships.ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Customer Service - Meeting and exceeding customer’s various expectations and solving customer problems and inquiries:
  • Preparing new account documentation
  • Open new accounts on the Metavante system
  • Return item instructions
  • Statement instructions and rendering
  • Prepare account files
  • Request money order download set-ups
  • Order supplies including:
  • Checks
  • Deposit tickets
  • Endorsement stamps
  • Wire transfers
  • Account transfers (focus to sell web products)
  • Help maintain customer account lists (focus to sell web products)
  • Cash ordering set-up:
  • Emergency cash orders
  • Set ordering limits
  • Request PIN numbers for phone and online systems
  • Loan payment and line of credit advance/repayment processing
  • Research on inquiries concerning cash deliveries, pick-ups, errors in debits or credits posting to accounts
  • Issuing provisional credits
  • Preparing tax payments for clients
  • Loan processing and coordinating:
  • Credit files – Organize files for new borrowers and updating information
  • Loan processing
  • Closing checklists
  • Verifying that credit checks, web searches, and tax lien and judgement searches have been completed and approved
  • Preparing loan closing packages
  • Preparing loan packages for funding including:
  • Collections and perfection of collateral, i.e. stock certificates and mortgages
  • Verification of signatures and documents
  • Post-Funding including follow up on collateral, insurance, and verification of booking and funding.
  • Other office work as needing including:
  • Copying, faxing, scanning
  • Account maintenance including changes of address, billing errors, etc.
  • Special projects
  • Focus is currently on Illinois clientele
Required SkillsBasic office computer skills (including Microsoft Word, Excel, and Outlook).Required ExperienceHigh school diploma or its equivalent.Basic office computer skills (including Microsoft Word, Excel, and Outlook).High school diploma or its equivalent.

Republic Bank of Chicago