Data Entry Resource

Description

About Bankwell:

Bankwell is a commercial bank with more than $3 billion in assets that serves the banking needs of businesses and individuals. At Bankwell, we pride ourselves on our unique ability to bring you high touch, high quality banking with the expertise and dedication of our experienced team of professionals. When it comes to business, our deep industry knowledge, flexibility and innovative treasury and financing services enable us to find the right solutions for our business and commercial clients. We’re passionate about giving back and are actively involved with many not-for-profit organizations that help shape and improve the lives of others. We’re dedicated to giving our time and talent to support the communities we serve. More about Bankwell can be found at www.mybankwell.com.

Summary of Position:

We are seeking a detail-oriented individual to support a temporary data cleanup initiative within Operations. This role will focus on reviewing and updating customer and account information across internal systems to improve data accuracy, consistency, and record integrity. 

Key Responsibilities 

• Review operational reports and update customer/account records as needed 
• Correct spelling errors and formatting inconsistencies in customer information 
• Identify and resolve duplicate customer records 
• Update and standardize addresses using USPS formatting standards 
• Complete missing address components, such as state or zip code information 
• Update account records with missing or incorrect officer codes 
• Assist with identifying and closing inactive accounts 
• Review and tag documents within the document management system 
• Follow established procedures and documentation standards 
• Maintain accuracy and confidentiality while handling sensitive customer information 
• Other duties as assigned 

Requirements

Qualifications 

• High school diploma or equivalent required 
• Prior administrative, banking, operations, or data entry experience preferred 
• Strong attention to detail and organizational skills 
• Ability to work independently and manage repetitive tasks with accuracy 
• Comfortable navigating multiple systems and applications 
• Basic proficiency in Microsoft Office, especially Excel 
• Strong written and verbal communication skills 

Preferred Skills 

• Experience working with customer or account data 
• Familiarity with document management systems 
• Banking or financial services experience is a plus 

FLSA Status: Non-Exempt 

This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties.

Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws.

Applicants with disabilities may be entitled to reasonable accommodation under the terms of Americans with Disabilities Act and certain other state or local laws. Please inform Bankwell’s Human Resources representative if you need assistance completing any forms or to otherwise participate in the application process.

All employees are responsible for complying with banking regulations that apply to Bankwell. This includes, but is not limited to, adhering to the BSA and various consumer protection regulations, and complying with OFAC sanctions. Employees are required to complete compliance training and follow policies and procedures for applicable regulations based on their role. An employee’s failure to comply with banking regu