Account Services Specialist I

Responsibilities

• Deliver excellent customer service to internal and external customers via phone, email, and in person
• Research and correct COD account numbers for non-posted items
• Process and maintain Insured Sweep Accounts
• Print, review, and distribute customer interest checks with a high level of accuracy
• Review new personal accounts for Overdraft Privilege eligibility and monitor ongoing account activity
• Track Fresh Start eligibility and identify accounts for charge-off due to misuse
• Perform monthly ODP charge-off audit and Bulk TIN review
• Review IRA and HSA documentation, resolve exceptions, and respond to inquiries
• Maintain current knowledge of IRA and HSA regulatory requirements
• Support team functions as needed
• Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary

Requirements

• Knowledge of Fiserv Premier preferred
• Knowledge of customer service practices and principles
• Skill in operating various office machines, computers, and printers
• Ability to communicate effectively with managers, customers, and coworkers
• Knowledge of general banking principles and banking regulations and a willingness to participate in educational opportunities
• Ability to exhibit precision and effectiveness in a high-speed setting
• Ability to work under pressure meeting critical deadlines and have multitask abilities

Qualifications

• High school graduate or equivalent
• Accounting, bank and IRA/HSA experience is preferred
• Prior balancing/reconcilement experience and familiarity with internal general ledger systems

Skills

• Knowledge of Fiserv Premier
• Customer service practices and principles
• Office machine operation
• Effective communication
• Banking principles and regulations
• Precision and multitasking abilities

Benefits

Reasonable accommodations will be made when necessary and effective to enable individuals with disabilities to perform essential functions.

Pay

Monday through Friday 8-5