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Account Services Specialist

Exchange Bank

Omaha, NE 68114

Posted/Updated: 1 days ago

Job Description

On-Site in any of our Nebraska Locations

M-F 8-5

Full Benefits Package Available, including Health, Dental, Vision, Life & Disability, and 401k plan.

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.

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.