Account Services Specialist

Purpose

The Account Services Specialist supports branch and frontline staff by providingassistance, maintaining accurate account records, and ensuring compliance with internal policies and regulatory requirements. This role plays a key part in data integrity, product setup, and process improvement across multiple banking systems.

Duties & Responsibilities

• Provide Tier 1 support to frontline staff, primarily CSR’s and Branch Managers.
• Oversee daily document review and indexing to ensure accuracy and completeness.
• Review, monitor and document daily maintenance logs.
• Conduct daily new account reviews and prepare TEs (technical exceptions) as needed.
• Ensure all account opening policies and procedures are followed.
• Manage daily workflow of Collab Hub checklists from frontline staff.
• Maintain up-to-date TISA disclosures and related documentation.
• Perform system maintenance, including Simplicity updates, and FIS updates for DO/XE.
• Establish new products in XE and maintain associated records.
• Assist in the training of all frontline personnel on new products, services, policies and procedures.
• Process interest adjustments for CDs, DDAs, savings accounts, and IRAs.
• Assist with preparation of examination request lists.
• Produce and distribute board reports as required.
• Review periodic key reports, as needed. (i.e. officer codes, branch assignments, community cards, and account nicknames, etc.)
• Communicate with frontline staff, Branch Managers and Retail management as needed.

Qualifications

Skills:

• Strong attention to detail
• Strong decision-making abilities
• Strong written and verbal communication skills
• Ability to work independently and complete daily tasks
• Ability to multitask and prioritize tasks
• Maintain and understand the importance of compliance, policy/procedures, and quality of service
• Highly organized with time and time management
• Ability to solve problems quickly with existing resources and experience
• Strong knowledge of bank products & services

Years of Experience:Minimum 3 years of banking experience is preferred.

Additional Requirements:

• Experience in banking operations, account services, or a related field is preferred. 
• Knowledge of bank operating systems and basic banking operations.