Banking Account Services Specialist: Client Support

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

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.