Operations Account Services Specialist I

Altabank; Pleasant Grove (UT); On-site; USD 40,000 - 55,000; Full time

Job summary

Altabank, a division of Glacier Bank, is seeking a Full-time Operations Account Services Specialist for the Pleasant Grove Service Center. The role entails confidential administrative support, reviewing account documents, editing communications, and assisting with new accounts and IRA processing.

The ideal candidate has 6 months to 2 years of bank operations experience, strong customer service, organization, and writing skills, with solid computer proficiency.

Qualifications

• Six months to two years of bank operations experience.
• Must have good customer service skills.
• Strong organizational skills and attention to detail.
• Ability to work independently with clear communication and computer skills.
• Excellent writing skills required.

Responsibilities

• Provide confidential administrative support to management.
• Review new account documents and related reports; track errors.
• Edit and create documents, including job aids, as needed.
• Assist with resolving account, document, customer, and vendor issues.
• Assist with new account items (IRAs, HSAs, platform system) and related processes.
• Establish IRAs, set up auto distributions, and ensure IRS reporting accuracy.
• Manage reports, monitor data, and control access to systems.
• Handle high volumes of calls, mail, shredding, copying, scanning, and errands.
• Support procedure development and cross-department communications.

Skills

Operations experience

Customer service

Organizational skills

Communication skills

Computer skills

Writing skills

Job description

About The Role

Altabank, Division of Glacier Bank, is hiring a Full-time Operations Account Services Specialist for the Service Center in Pleasant Grove.

DUTIES AND RESPONSIBILITIES:

• Provide confidential administrative support to management
• Review new account documents and associated reports, maintain data and track errors
• Edits written communication from word processing documents and create new documents, including job aids, as needed
• Assists in resolving problems with accounts, new account documents, customers, Bank items, and some vendors
• Assist with new account items such as the new accounts platform system, consumer and business accounts, IRAs and HSAs as well as other investment accounts
• Establish new IRA's, set-up auto distributions, competing death distributions and ensuring accurate IRS reporting
• Collect, track/work, and monitor all reports
• Grant employee access to a number of systems
• Complete events and requests submitted to the department queue
• Performs duties such as answering a high volume of calls, handling mail, shredding, copying, scanning, errands, order and maintaining supplies inventory
• Assists with research for procedure development
• Division and Branch contact for CardWizard printers and supplies
• Orders and maintains Gift, Travel and debit card inventory, and sending supplies

SCHEDULE:

Monday-Friday 8:30-5:30.

About You

QUALIFICATIONS:

• Six months to two years of bank Operations experience
• Must have good customer service skills
• Must have strong organizational skills and good attention to detail
• Must be able to work independently and have good communication and computer skills
• Must have excellent writing skills

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. The employee may also be required to:

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include:

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

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What We Offer

COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays. Visit our website for more details!

COMPANY OVERVIEW: We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same. Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc. all from our website. Check it out!

We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.