Accounts & Documents Specialist

Usbank; Richmond (VA); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Sick leave

Job summary

U.S. Bank is seeking a detail-oriented professional to perform document processing and record-keeping for customer accounts.

You will enter and update information, record transactions, answer inquiries, and provide administrative support to ensure accurate records and responsive service. The ideal candidate has a high school diploma, 3–5 years of clerical and customer service experience, and strong skills in Microsoft Office and communication.

Qualifications

• High school diploma or equivalent.
• Typically three to five years of clerical and customer service experience.
• Proficient with Microsoft Office applications and related software.

Responsibilities

• Perform document processing and record-keeping tasks for customer accounts.
• Enter new account information and update existing details.
• Record transactions and respond to customer inquiries.
• Receive, classify, consolidate and summarize documents and information.
• Complete reports and provide administrative support.
• Assist with customer service tasks and resolve customer requests.

Skills

Thorough product knowledge

Strong customer service

Multitasking & deadlines

Problem identification & escalation

MS Office proficiency

Verbal & written communication

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking a detail-oriented professional to perform document processing and record-keeping for customer accounts.

You will enter and update information, record transactions, answer inquiries, and provide administrative support to ensure accurate records and responsive service. The ideal candidate has a high school diploma, 3–5 years of clerical and customer service experience, and strong skills in Microsoft Office and communication.