Private Agreement Solutions - New Accounts Specialist

First National Bank Alaska; Anchorage (AK); On-site; USD 29,000 - 36,000; Full time

Job summary

First National Bank Alaska is seeking a New Accounts Specialist to handle high-volume customer inquiries, process documentation, and manage payments with accuracy and courtesy.

The role emphasizes professional communication, attention to detail, and the ability to organize tasks efficiently while supporting a team in a busy banking environment in Alaska.

Qualifications

• Customer service skills and ability to answer and manage heavy incoming calls.
• Administrative tasks including routing mail, scanning and indexing, processing payments, data entry, filing, assembling packets for mailing.
• Strong written and verbal communication, professional and courteous demeanor.

Responsibilities

• Assists internal and external customers with complex questions and provides supporting documentation.
• Researches and addresses complex loan and agreement servicing-related issues and customer complaints, escalating only the most complex items.
• Reviews and reconciles reports, analyzes account activity, and prepares statements.
• Develops subject matter knowledge of bank procedures and regulatory requirements.
• May review lower-level employees' work and provide training to less experienced staff.
• Performs other work-related duties as assigned by supervisor.

Skills

Customer Service

Communication

Administrative Skills

Detail Oriented

Professionalism

Job description

Private Agreement Solutions - New Accounts Specialist

Private Agreement Solutions - New Accounts Specialist

Start a career with First National Bank Alaska, the Best Place to Work in Alaska as recognized 11 years in a row by Alaska Business magazine readers.

As one of Alaska’s largest private note servicers, we help our business customers enhance their customers’ experience by providing a safe and secure way to make and receive payments and store legal documents – leaving them more time to focus on building strong customer relationships.

Our Private Agreement Solutions team is hiring a New Accounts Specialist!

The successful candidate will have Customer Service skills – ability to answer and manage heavy incoming calls, take accurate messages, greet customers and direct flow of incoming traffic; able to communicate effectively, both verbally and in writing; Administrative skills – routing mail, scanning and indexing, processing payments, data entry, filing, assembling packets for mailing, etc.; Other helpful skills – ability to listen and follow directions, manages time effectively, organized, and detail oriented; Soft Skills – present self as professional, friendly and courteous.

We have a competitive salary schedule based upon minimum experience to very experienced; the job/salary offer would be commensurate with your experience, e.g.:

• Representative: $21.20/hour minimum
• Specialist I: $23.45/hour minimum
• Specialist II: $25.50/hour minimum

Schedule: Monday-Friday, 8am-5pm

GENERAL PURPOSE SUMMARY

Provides advanced support for one key function and general support in various other functions which may include new accounts, customer service, support, and accounting by performing the following essential duties and responsibilities:

ESSENTIAL DUTIES AND RESPONSIBILITIES

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Assists internal and external customers with complex questions; prepares necessary correspondence and provides supporting documentation.
• Researches and addresses complex and unusual loan and agreement servicing-related issues and customer complaints, forwarding only the most complex issues to supervisor.
• Reviews and reconciles various reports; identifies, researches, and resolves errors and inconsistencies; analyzes account activity and prepares statements as necessary.
• Develops subject matter expertise and stays abreast of pertinent regulatory requirements and bank procedures and policies.
• May review lower-level employees' work and provide training and guidance to less experienced employees in the work area.
• Performs other work-related duties as assigned by supervisor.

COMPLIANCE EXPECTATIONS

• Stay updated on relevant laws and regulations and complete all compliance training on time.
• Knowledgeable of and comply with bank policies, procedures, laws, and regulations that apply to you and your job.
• Maintain customer confidence and protect the bank’s operations by identifying and protecting confidential information.

QUALIFICATION REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION and/or EXPERIENCE

Specialist I Minimum: Three years’ total experience with at least one year escrow, private notes, real estate, financial industry, or related experience; or equivalent combination of education/training and experience.

Preferred: First National Bank Alaska experience.

OTHER SKILLS and ABILITIES

Ability to keyboard 40 wpm and operate a 10-key calculator required; word processing and spreadsheet software experience required.

LANGUAGE SKILLS

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, customers, and the general public.

MATHEMATICAL SKILLS

Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

REASONING ABILITY

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

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.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms. The employee is frequently required to talk and hear. The employee is occasionally required to stand; walk; stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision ability required by this job includes close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

WORKING CONDITIONS

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

The noise level in the work environment is usually moderate.