Account Services Specialist

Western Bank; Lubbock (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Western Bank is seeking an Entry Level Account Services Specialist in Lubbock, TX. The role supports branch and frontline staff by maintaining accurate account records and ensuring compliance with internal policies and regulatory requirements.

The position focuses on data integrity, product setup, and process improvement across multiple banking systems, with responsibilities spanning documentation, new accounts, and reporting to management.

Qualifications

• Strong attention to detail and accuracy in data handling.
• Clear written and verbal communication skills for frontline and management.
• Ability to work independently and complete daily tasks.
• Proven multitasking and prioritization abilities in a banking ops context.
• Knowledge of bank products and services and regulatory compliance.

Responsibilities

• Provide Tier 1 support to frontline staff and Branch Managers.
• Oversee daily document review and indexing for accuracy and completeness.
• Review and document daily maintenance logs and new account reviews.
• Establish new products in XE and maintain related records.
• Assist in training frontline personnel on new products, policies and procedures.
• Process interest adjustments for CDs, DDAs, savings accounts, and IRAs.

Skills

Attention to detail

Decision-making

Written and verbal communication

Independent work

Time management

Compliance/Policy knowledge

Tools

Banking systems

Job description

Job Details: Level: Entry, Job Location: 1617 BROADWAY - LUBBOCK, TX 79401, Position Type: Full Time, Job Shift: Day, Job Category: Banking, PurposeThe Account Services Specialist supports branch and frontline staff by providing assistance, maintaining accurate account records, and ensuring compliance with internal policies and regulatory requirements. This role plays a key part in data integrity, product setup, and process improvement across multiple banking systems.

Duties & Responsibilities

• Provide Tier 1 support to frontline staff, primarily CSR’s and Branch Managers.
• Oversee daily document review and indexing to ensure accuracy and completeness.
• Review, monitor and document daily maintenance logs.
• Conduct daily new account reviews and prepare TEs (technical exceptions) as needed.
• Ensure all account opening policies and procedures are followed.
• Manage daily workflow of Collab Hub checklists from frontline staff.
• Maintain up-to-date TISA disclosures and related documentation.
• Perform system maintenance, including Simplicity updates, and FIS updates for DO/XE.
• Establish new products in XE and maintain associated records.
• Assist in the training of all frontline personnel on new products, services, policies and procedures.
• Process interest adjustments for CDs, DDAs, savings accounts, and IRAs.
• Assist with preparation of examination request lists.
• Produce and distribute board reports as required.
• Review periodic key reports, as needed. (i.e. officer codes, branch assignments, community cards, and account nicknames, etc.)
• Communicate with frontline staff, Branch Managers and Retail management as needed.

Qualifications:

Skills: Strong attention to detailStrong decision-making abilities Strong written and verbal communication skillsAbility to work independently and complete daily tasksAbility to multitask and prioritize tasksMaintain and understand the importance of compliance, policy/procedures, and quality of serviceHighly organized with time and time managementAbility to solve problems quickly with existing resources and experienceStrong knowledge of bank products & services

Years of Experience: Minimum 3 years of banking experience is preferred.

Additional Requirements:Experience in banking operations, account services, or a related field is preferred. Knowledge of bank operating systems and basic banking operations.