Job Description

Account Services Specialist I

Department: 2201-Operations

Employment Type: Full Time

Location: Pinnacle Support Center

Compensation: Depends on Experience

• 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
• Maintain reliable attendance and support team functions as needed
• Perform additional duties as assigned
• 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

• 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.

• High school graduate or equivalent.
• Accounting, bank and IRA/HSA experience is preferred.
• Must have prior balancing/reconcilement experience and be familiar with internal general ledger systems.

More Details

Monday through Friday 8-5