What are the responsibilities and job description for the Account Services Specialist position at Exchange Bank: Relationships You can Bank On?
On-Site in any of our Nebraska Locations
M-F 8-5
As an Exchange Bank Account Services Specialist, you have the opportunity to be part of a specialized team, while collaborating with other teams within the operations area. This team contributes to the operation of the bank by ensuring all internal documentation is accurate.
Essential Functions
Position Type: Full Time
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
#hc171548
M-F 8-5
As an Exchange Bank Account Services Specialist, you have the opportunity to be part of a specialized team, while collaborating with other teams within the operations area. This team contributes to the operation of the bank by ensuring all internal documentation is accurate.
Essential Functions
- Perform duties for all branch locations in the by maintaining records in the following areas:
- ATM: Ordering ATM and debit cards for consumer and businesses
- Customer Identification Information: Adding new customers, updating existing information
- Deposit Accounts/IRAs: Processing new accounts, updating existing accounts, rate modifications and offsets, complete requested maintenance
- Safe Deposit Boxes: Adding new agreements, verifying agreements
- Year End: Correcting and adding any required entries related to year end processing
- Assisting with MIB requests including new employees, tokens, wire limit increases and downloading ACH & Wire reports monthly
- Processing garnishments & levies for each branch
- Daily report reviews, referencing, unidentified image tasks as assigned, to ensure ongoing system integrity.
- FIDM processing, AVS and SSI verifications, IRS tin matching monthly entries
- Uploading IntraFi new accounts, renewals and any maintenance requested
- Follow defined bank and Account Services procedures and assist in the development of processes within areas of responsibility.
- PC skills with proficiency in MS Office, email software, bank operations and document scanning software
- Excellent written and verbal communication skills, demonstrating tact and professionalism with co-workers
- Attention to detail
- Excellent organizational skills and ability to complete work in a timely and accurate manner
- Knowledge of and compliance with bank regulations and policies
- Must work well in a team environment and independently.
Position Type: Full Time
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
#hc171548
