Bank Account Services Specialist — Client Care & Maintenance

Exchange Bank: Relationships You can Bank On

Lincoln (NE)

On-site

USD 42,000 - 55,000

Full time

14 days+
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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

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.

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