Account Services Specialist

Exchange Bank: Relationships You can Bank On; Kearney (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

Holidays

401(k) with employer match

Job summary

Exchange Bank is seeking an Account Services Specialist to join our on-site team across Nebraska locations including Lincoln, Omaha, Kearney, Grand Island or Gibbon. You will support internal and external clients by maintaining records, processing deposits, updating customer information and handling safe deposit boxes with accuracy and care.

You will work with knowledgeable colleagues to ensure excellent service while complying with banking principles and reporting requirements.

Qualifications

• Associate degree or 1–2 years of related experience, or equivalent.
• Excellent communication and customer service skills.
• Strong problem solving and relationship-building abilities.
• Excellent written and verbal communication with professionalism.
• Organizational skills and ability to meet deadlines.
• Working knowledge of accounting and banking principles.
• Experience with bank reporting requirements.
• Proficient in Microsoft Office programs.

Responsibilities

• Maintain records for all branches including debit/ATM card orders.
• Update customer identification information.
• Process deposits/IRAs and rate modifications.
• Add new safe deposit box agreements and verify.

Skills

Excellent communication

Customer service

Problem solving

Customer relationships

Written and verbal communication

Organizational skills

Attention to detail

Microsoft Office

Banking knowledge

Education

Associate's Degree or equivalent experience

Tools

Fiserv Precision/Director

Microsoft Office

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