What are the responsibilities and job description for the Account Management Specialist position at CNB Bank?
Job Description
Job Description
Job Title : Account Management Specialist
Department : Account Management
Reports To : VP / Operations Manager
Job Summary :
The Account Management Specialist will possess a strong understanding of key departmental functions, including returned items, general ledger control, reconciliations, and administrative support. This role requires direct customer interaction to provide basic information, assist with daily mail processing, and maintain accurate customer account documentation. The successful candidate will demonstrate attention to detail, organizational skills, and the ability to work in a dynamic team environment.
Key Responsibilities :
- Become proficient in CSI Inquiry functions to support customer and internal inquiries.
- Maintain and update customer deposit account documentation.
- Assist with file retention and management, including invoices, stop payment forms, debit / ATM authorization forms, and other internal documentation.
- Gain familiarity with general ledger inquiries and transaction posting.
- Manage daily returned items, including both incoming and outgoing, and perform the following tasks :
Review NSF / OD lists and make processing decisions.
Education & Experience :
Language Skills :
Supervisory Responsibilities :
Work Schedule :
Other Skills :
