Account Services Specialist

Exchange Bank: Relationships You can Bank On; Omaha (NE); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Life and disability insurance

Paid time off and holidays

401k with employer match

Job summary

Exchange Bank is seeking an Account Services Specialist to support internal and external clients across multiple Nebraska locations. The role focuses on accurate documentation, account maintenance, and electronic banking while delivering excellent customer service.

Essential duties include handling deposits, updating customer data, and maintaining records to ensure accuracy. The position emphasizes strong communication, problem solving, organization, and knowledge of banking principles.

Qualifications

• Associate degree or 1–2 years of related experience required.
• Excellent communication and customer service skills.
• Proven ability to solve problems and build strong customer relationships.
• Clear written and verbal communication with coworkers.
• Strong organizational skills and deadline-driven work ethic.
• Working knowledge of banking principles and reporting requirements.
• Proficiency in Microsoft Office; Outlook experience helpful.

Responsibilities

• Maintain records for all branches, including debit/ATM card ordering.
• Add new customers and update existing customer information.
• Process deposits and IRAs; modify rates and complete maintenance requests.
• Manage safe deposit boxes and verify agreements.

Skills

Communication skills

Customer service

Problem solving

Organizational skills

Attention to detail

Education

Associate's degree or equivalent 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