Account Services Specialist

Job Description

On-Site in any of our Nebraska Locations

M-F 8-5

As an Exchange Bank Account Services Specialist, you have the opportunity to be part of a specialized team, while collaborating with other teams within the operations area. This team contributes to the operation of the bank by ensuring all internal documentation is accurate.

Essential Functions:

• Perform duties for all branch locations in the by maintaining records in the following areas:

  • ATM: Ordering ATM and debit cards for consumer and businesses

  • Customer Identification Information: Adding new customers, updating existing information

  • Deposit Accounts/IRAs: Processing new accounts, updating existing accounts, rate modifications and offsets, complete requested maintenance

  • Safe Deposit Boxes: Adding new agreements, verifying agreements

  • Year End: Correcting and adding any required entries related to year end processing

• Assisting with MIB requests including new employees, tokens, wire limit increases and downloading ACH & Wire reports monthly

• Processing garnishments & levies for each branch

• Daily report reviews, referencing, unidentified image tasks as assigned, to ensure ongoing system integrity.

• FIDM processing, AVS and SSI verifications, IRS tin matching monthly entries

• Uploading IntraFi new accounts, renewals and any maintenance requested

• Follow defined bank and Account Services procedures and assist in the development of processes within areas of responsibility.

Required Knowledge, Skills and Abilities:

• PC skills with proficiency in MS Office, email software, bank operations and document scanning software

• Excellent written and verbal communication skills, demonstrating tact and professionalism with co-workers

• Attention to detail

• Excellent organizational skills and ability to complete work in a timely and accurate manner

• Knowledge of and compliance with bank regulations and policies

• Must work well in a team environment and independently.

Minimum educational and experience requirements: Banking or business experience required. Associates or Bachelor’s degree in Business preferred, but not required.

Position Type: Full Time

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.