Account Services Representative

About the Role:

The ideal candidate will demonstrate strong attention to detail, a commitment to service excellence, and a high level of professionalism. They must possess excellent organizational skills, the capacity to manage multiple priorities effectively, proficiency in problem-solving and decision-making, and a comprehensive understanding of Microsoft Office applications, specifically Excel and Word.

Preferred Qualifications:

• Strong written communication skills with the ability to compose clear and professional correspondence.
• Proficiency in Microsoft Word and basic computer skills.
• Ability to manage multiple customer accounts and prioritize tasks effectively.
• Ability to work collaboratively in a team-oriented environment.

Duties and Responsibilities:

• Answering switchboard
• Respond promptly and professionally to customer inquiries via phone, email, and written correspondence.
• Maintain accurate and up-to-date client account information using company systems and Microsoft Excel and Word
• Verifying, entering, creating, and maintaining accounts (checking, savings, certificate of deposits, individual retirement accounts, and debit cards)
• Assisting customers with account information and general questions (mobile and internet banking, bill pay, and debit cards)
• Initiating stop payments, statement requests, and transfers via phone
• Sorting, scanning, indexing, and filing important documents
• Balancing accounts
• Submitting ACH files
• Processing official checks and money orders
• Processing reclamations and verification of deposit accounts
• Assisting branch personnel