Account Services Specialist

Exchange Bank: Relationships You can Bank On; Grand Island (NE); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

401k with employer match

Job summary

Exchange Bank is seeking an Account Services Specialist to support both internal and external clients across our Nebraska locations. The role focuses on accurate documentation, account maintenance, and electronic banking with a strong emphasis on customer service.

The position requires excellent communication, problem-solving skills, and the ability to manage multiple tasks with precision. We offer a comprehensive benefits package including health, dental, vision, life and disability insurance,

Qualifications

• Associate’s Degree or 1–2 years of related experience, or equivalent combination of education.
• Excellent communication and customer service skills.
• Proven performance in problem solving and building customer relationships.
• Excellent written and verbal communication, displaying tact and professionalism.

Responsibilities

• Maintain records across branches: debit/ATM card ordering and customer identification details.
• Process deposit accounts/IRAs: new accounts, updates, rate changes.
• Manage safe deposit boxes: new agreements and verifications.
• Provide accurate documentation and strong customer service.

Skills

Customer service

Communication

Problem solving

Relationship building

Organizational skills

Detail oriented

Education

Associate’s degree or 1–2 years related experience

Tools

Microsoft Office

Outlook

Fiserv Precision/Director

Job description

This job is on-site in any of our Nebraska locations (Lincoln, Omaha, Kearney, Grand Island or Gibbon.)

A full benefits package is available including health, dental, vision, life and disability insurance. Paid time off and holidays as well as a company 401k plan with employer match are also offered.

As an Exchange Bank Account Services Specialist, you have the opportunity to be part of a specialized team and provide support for internal and external clients. This team contributes to the operation of the bank by ensuring accuracy with internal documentation, account maintenance, and electronic banking while providing excellent customer service.

Essential Functions:

• Perform duties for all branches by maintaining records in the following areas:
• Debit/ATM card ordering
• 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

Position Qualifications:

• Minimum educational and experience requirements: Associate’s Degree or one to two years of related experience and/or training; or equivalent combination of education
• Additional knowledge, skills and abilities:
• Excellent communication and customer service skills.
• Proven performance in problem solving and with maintaining/building customer relationships.
• Excellent written and verbal communication skills, demonstrating tact and professionalism with coworkers
• Excellent organizational skills and ability to complete work in a timely and accurate manner
• Working knowledge of accounting principles, banking principles, and bank reporting requirements
• Proficient in Microsoft Office programs including Outlook
• Detail and deadline oriented
• Software experience with Fiserv Precision/Director helpful.

Exchange Bank is an Equal Opportunity Employer, M/F/Disability/Protected Veteran