Account Services Specialist

Mascoma Bank; Hartford (VT); On-site; USD 30,000 - 36,000; Full time

Job summary

Mascoma Bank is seeking a detail-oriented Account Services Specialist to join our operations team. You will help ensure customer accounts are accurately maintained, support account servicing activities, and provide critical support to branch and retail teams.

You''ll work behind the scenes to deliver a smooth banking experience with a focus on accuracy, compliance, and exceptional service, solving problems and collaborating across the organization.

Qualifications

• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong problem-solving and analytical abilities.
• Effective written and verbal communication skills.
• Ability to work both independently and collaboratively as part of a team.
• Proficiency with computer systems and data entry.
• Commitment to providing exceptional internal and external customer service.

Responsibilities

• Support daily account servicing activities and help ensure requests are completed accurately and on time.
• Open and maintain a variety of customer account types and related services.
• Review account information and documentation to ensure accuracy and completeness.
• Perform quality control reviews and resolve account-related discrepancies.
• Assist with maintaining customer records and updating account information when needed.
• Review dormant accounts and assist with required notifications and reporting.
• Support tax reporting activities, including document preparation and record maintenance.
• Establish and maintain specialized deposit and cash management services.
• Process account updates, transfers, electronic banking services, and other customer requests.
• Maintain and update customer access to banking services and account features.
• Prepare and submit files and reports to external service providers and business partners.
• Provide backup support for key operational functions to ensure business continuity.
• Maintain accurate procedures and documentation for assigned responsibilities.
• Assist with research and resolution of account exceptions and operational issues.
• Partner with branch and customer-facing teams to deliver prompt and effective support.

Skills

Detail orientation

Customer focus

Organizational skills

Time management

Multi-tasking

Problem solving

Communication skills

Team collaboration

Data entry

Job description

Description

We're looking for a detail-oriented and customer-focused Account Services Specialist to join our operations team. In this role, you'll help ensure customer accounts are accurately maintained, support account servicing activities, and provide critical support to branch and retail teams. You'll work behind the scenes to help deliver a smooth banking experience while ensuring accuracy, compliance, and exceptional service. If you enjoy problem-solving, working with details, and collaborating with colleagues across the organization, we'd love to hear from you.

What You'll Do

• Support daily account servicing activities and help ensure requests are completed accurately and on time.
• Open and maintain a variety of customer account types and related services.
• Review account information and documentation to ensure accuracy and completeness.
• Perform quality control reviews and resolve account-related discrepancies.
• Assist with maintaining customer records and updating account information when needed.
• Review dormant accounts and assist with required notifications and reporting.
• Support tax reporting activities, including document preparation and record maintenance.
• Establish and maintain specialized deposit and cash management services.
• Process account updates, transfers, electronic banking services, and other customer requests.
• Maintain and update customer access to banking services and account features.
• Prepare and submit files and reports to external service providers and business partners.
• Provide backup support for key operational functions to ensure business continuity.
• Maintain accurate procedures and documentation for assigned responsibilities.
• Assist with research and resolution of account exceptions and operational issues.
• Partner with branch and customer-facing teams to deliver prompt and effective support.

What You Bring

• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong problem-solving and analytical abilities.
• Effective written and verbal communication skills.
• Ability to work both independently and collaboratively as part of a team.
• Proficiency with computer systems and data entry.
• Commitment to providing exceptional internal and external customer service.

If you are interested in the role and do not meet 100% of the requirements, we are still interested in hearing from you!

Background and Credit Check: As part of our commitment to maintaining a secure financial institution, all final candidates will be required to successfully complete background and credit screenings as part of the hiring process. These screenings will be conducted in accordance with applicable laws and industry regulations.

Please note: Having a record on a background or credit report does not automatically disqualify you. We evaluate results on a case-by-case basis, taking into account their relevance to the role and any regulatory requirements.

Our Commitment to Belonging! The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives, experiences, and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust, one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool, increasing team member engagement through professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing diversity, equity, and inclusion, we strengthen our communities and ourselves.

Mascoma Bank is proud to be an Equal Employment Opportunity and Affinity. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request reasonable accommodations, please contact [e-mail].

Mascoma Bank is an Affinity and Equal Opportunity Employer, M/F/D/V.

Salary Description$22.49- $26.24/Hour