Account Services Specialist

Exchange Bank: Relationships You can Bank On; Lincoln (NE); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Holidays

401k with employer match

Job summary

Exchange Bank in Nebraska seeks an Account Services Specialist to support internal and external clients across Lincoln, Omaha, and other locations. You will maintain records, process deposits, and handle account maintenance with a focus on accuracy and customer service.

The role emphasizes problem solving, strong communication, and the ability to build lasting client relationships while using banking software and MS Office tools.

Qualifications

• Associate’s Degree or 1–2 years of related experience.
• Excellent communication and customer service skills.
• Proven problem solving and relationship-building abilities.
• Excellent written and verbal communication, showing tact and professionalism.
• Excellent organizational skills and ability to work accurately and timely.
• Working knowledge of accounting, banking principles, and reporting requirements.
• Proficient in Microsoft Office, including Outlook.
• Detail-oriented with ability to maintain records.

Responsibilities

• Maintain records for all Nebraska branches including debit/ATM card ordering.
• Manage customer information updates and account maintenance tasks.
• Process deposits, IRAs, rate changes, and related maintenance.
• Add new customers and verify information; manage safe deposit box agreements.

Skills

Excellent communication

Customer service

Problem solving

Written communication

Verbal communication

Organizational skills

Microsoft Office

Outlook

Customer relationship management

Education

Associate’s Degree or 1–2 years related experience

Tools

Fiserv Precision

Director

Outlook

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