Customer Service / Data Entry

First Presbyterian Church
Published
November 12, 2020
Location
Brooklyn, NY
Category
Job Type

Description

Job Purpose:

Maintains database by entering new and updated customer and account information.

Duties:

* Prepares source data for computer entry by compiling and sorting information; establishing entry priorities.

* Processes customer and account source documents by reviewing data for deficiencies; resolving discrepancies by using standard procedures or returning incomplete documents to the team leader for resolution.

* Enters customer and account data by inputting alphabetic and numeric information on keyboard or optical scanner according to screen format.

* Maintains data entry requirements by following data program techniques and procedures.

* Verifies entered customer and account data by reviewing, correcting, deleting, or reentering data; combining data from both systems when account information is incomplete; purging files to eliminate duplication of data.

* Tests customer and account system changes and upgrades by inputting new data; reviewing output.

* Secures information by completing data base backups.

* Maintains operations by following policies and procedures; reporting needed changes.

* Maintains customer confidence and protects operations by keeping information confidential.

Responsibilities

Transfer data from paper formats into computer files or database systems using keyboards, data recorders or optical scanners

Type in data provided directly from customers

Create spreadsheets with large numbers of figures without mistakes

Verify data by comparing it to source documents

Update existing data

Retrieve data from the database or electronic files as requested

Perform regular backups to ensure data preservation

Sort and organize paperwork after entering data to ensure it is not lost

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