Overview

Account Services Specialist Jobs in Lincoln, Nebraska, USA 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:

Perform duties for all branch locations 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 Intra Fi 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.

Required

Knowledge, Skills and Abilities:

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.

Minimum educational and experience requirements:

Banking or business experience required. Associates or Bachelor’s degree in Business preferred, but not required.

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.

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Title: Account Services Specialist

Company: Exchange Bank: Relationships You can Bank On

Location: Lincoln, Nebraska, USA

Category: Finance & Banking (Accounts Receivable/ Collections), Administrative/Clerical

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