Account Management Specialist I

4 days ago


Carlsbad, United States CNB Bank Full time
Job DescriptionJob Description

Job Title: Account Management Specialist I

Department: Account Management

Reports To: VP/Operations

SUMMARY

Assist customers with basic information via phone contact, process cycle statements and notices, process daily mail requirements, maintain customer deposit account documentation.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Receive and re-direct customer calls through switchboard console.
  • Validate customer authority to release information
  • Be well versed in the core system inquiry functions
  • Answer customer inquiries related to basic account information including; balances, transaction history, account transfer requests, returned items, overdraft/NSF items and all fees.
  • Prepare statements, notices, and other documents for routine mailing
  • Independently operate all mail room equipment efficiently
  • Maintain customer deposit account documents including
  • Creating file for new account signature cards
  • Match closed account documents with closed account list and store
  • Record legal documents in control reports and file
  • Scan and file content of account change documents
  • Assist with file retention including: expense check invoices, stop payment forms, general file maintenance forms, Debit/ATM authorization forms, and other internal documentation.
  • Explains, promotes, sells, or supports other banking products or services

EDUCATION and/or EXPERIENCE

  • High School education or GED
  • Strong Customer Service Skills
  • Attention to detail, accuracy and follow-through
  • Strong computer skills
  • Ability to multi-task and prioritize
  • Bilingual a plus but not required


  • Carlsbad, United States ISL Employees Inc. Full time

    **Accounts Payable Specialist** **SUMMARY of Duties** This is a full-time position performing a variety of accounts payable tasks under the direct supervision of the Accounts Payable Supervisor. Roles & Responsibilities: This position has responsibility for Processing accounts payable including invoice coding, reviewing and/or obtaining appropriate...


  • Carlsbad, United States Lumos Diagnostics Full time

    Join Lumos Diagnostics’ Finance Team as an Accounts Payable Specialist! This is a hybrid opportunity where you can work remotely one day a week and join us on-site for the remaining four days. As an Accounts Payable Specialist, you'll play a crucial role in executing Accounts Payable functions. From processing payments and verifying invoices to...


  • Carlsbad, United States Atec Spine Full time

    The AP Specialist will require strong organizational skills and has an ability to accurately track and record incoming bills and payable invoices. Daily duties include independently processing vendor invoices and payments using an integrated accounting software system-SAP and coordinates with Financial Analysts. Maintains complete and accurate Accounts...


  • Carlsbad, United States City of Carlsbad, CA Full time

    **The Position**: **About the Police Department**: The Carlsbad Police Department is a full service police department that prides itself on its strong partnership with the community. Through the hard work and dedication of the men and women of the police department, and the support of City Council members and the community, Carlsbad continues to be a safe...

  • Accounting Manager

    3 weeks ago


    Carlsbad, United States Pacific Ridge School Full time

    Job DescriptionJob DescriptionAccounting ManagerStatus: Full-Time, ExemptReports To: Controller & Director of FinanceRevision Date: 05/2022At Pacific Ridge School, our mission statement drives all of our work: In a community that fosters academic excellence, ethical responsibility and global engagement, Pacific Ridge School prepares students for college and...

  • Accounting Manager

    2 weeks ago


    Carlsbad, United States Pacific Ridge School Full time

    Job DescriptionJob DescriptionAccounting ManagerStatus: Full-Time, ExemptReports To: Controller & Director of FinanceRevision Date: 05/2022At Pacific Ridge School, our mission statement drives all of our work: In a community that fosters academic excellence, ethical responsibility and global engagement, Pacific Ridge School prepares students for college and...

  • Account Manager

    2 weeks ago


    Carlsbad, United States GSFoods Full time

    At Good Source Solutions, our purpose is to ensure that we are helping our customers reduce their food costs while creating solutions for our vendors. Our goal is to become the sought-after partner in the food distribution industry where quality, low cost, value added solutions are paramount. By connecting the opportunities created by our manufacturers to...


  • Carlsbad, United States Marquee Staffing - CB Full time

    Job DescriptionJob DescriptionAccounts Payable Specialist opening in North County. Very fast-paced environment within the sporting goods industry! If you're looking for a position that will jump start your professional development, then we're looking for you!Responsibilities:· Maintain files for purchase orders, receiving documents & invoices· Data...


  • Carlsbad, United States Marquee Staffing - CB Full time

    Job DescriptionJob DescriptionAccounts Payable Specialist opening in North County! Very fast-paced environment within the sporting goods industry! If you're looking for a position that will jump start your professional development, we're looking for you!Responsibilities:Maintain files for purchase orders, receiving documents & invoicesData entry of...

  • Senior Accountant I

    4 days ago


    Carlsbad, United States Henry Schein Full time

    This position is responsible for performing monthly close activities and accounting functions including but not limited to journal entries, preparation of supporting schedules and related data and bank reconciliations. Duties are performed in accordance to generally accepted accounting principles KEY RESPONSIBILITIES: * Perform day to day month end close...


  • Carlsbad, United States HUB International Full time

    The Billing Specialist role requires an individual who is professional and who displays the drive, determination, and self-motivation to help build a business. Specifically, your mission will be to work closely with the Accounting Resource Center (AR Billing Specialist, Insurance, Account Manager, Billing, Specialist, Producer

  • Senior Accountant I

    2 weeks ago


    Carlsbad, United States Henry Schein Full time

    Perform day to day month end close activities, including manual journal entries, account reconciliations, trend analysis, footnotes & roll-forwards/other analyses. Preparation and posting of monthly journal entries including the timely processing of Accountant, Accounting, Senior, Skills, Microsoft, Manufacturing

  • Accounting Manager

    4 weeks ago


    Carlsbad, United States QualStaff Resources Full time

    Job DescriptionJob DescriptionAccounting ManagerThe Accounting Manager works under the guidance of the Controller in preparing and reporting financial statements conforming to principles of accounting and regulatory requirements. Additionally, the role manages Cost Accounting, General Accounting, sales tax, corporate tax and supports budget and forecast.Grow...

  • Accounting Manager

    2 weeks ago


    Carlsbad, United States Sweetwater Care LLC Full time

    Sweetwater Care - Job Overview Sweetwater Care is a regional owner-operator of skilled nursing facilities in the Intermountain West States of California, Colorado and Montana, and was founded in December 2017. The owners of Sweetwater Care have over 20 years of combined experience in operating skilled nursing centers and specialize in turnaround...


  • Carlsbad, United States Glanbia Nutritionals Full time

    Building Maintenance Specialist At Glanbia Nutritionals Inc., our portfolio centers on dairy and non-dairy nutritional ingredients. We co-innovate and deliver ingredient solutions and precision premixes for use in the mainstream food and beverage, infant and clinical, and functional nutrition markets. We are the number one provider of whey-based nutritional...

  • Accounting Manager

    1 month ago


    Carlsbad, United States Century Group Full time

    Century Group's growing distribution and manufacturing client, located in Carlsbad, is searching for an Accounting Manager to join their team. You will prepare and report financial statements, general accounting, sales and corporate tax. You will report to the CFO and supervise 5 associates. This role is 3 days remote and 2 days in office with great...

  • Accounting Manager

    2 weeks ago


    Carlsbad, United States Pacific Ridge School Full time

    Accounting ManagerStatus: Full-Time, ExemptReports To: Controller & Director of FinanceRevision Date: 05/2022 At Pacific Ridge School, our mission statement drives all of our work: In a community that fosters academic excellence, ethical responsibility and global engagement, Pacific Ridge School prepares students for college and a purposeful life. Position...

  • Accounting Manager

    4 weeks ago


    Carlsbad, United States PrideStaff Full time

    Job DescriptionJob DescriptionThe Accounting Manager works under the guidance of the Controller in preparing and reporting financial statements conforming to principles of accounting and regulatory requirements. Additionally, the role manages Cost Accounting, General Accounting, sales tax, corporate tax and supports budget and forecast. Essential Job Duties...


  • Carlsbad, United States Integral Senior Living Full time

    Integral Senior Living, proudly part of the Discovery Senior Living family of operating companies, manages care and lifestyle-focused senior living communities. Our company, which was built on our “Culture Keepers,” employees thousands of vital Team Members and is committed to providing a positive work environment and culture that recognizes their value...


  • Carlsbad, United States JobTracks Full time

    Purpose of Job The Accounts Receivable Processor performs a variety of accounting and bookkeeping duties according to established policies and procedures. Job Duties and Responsibilities Receive, verify and record accounts receivable transactions including wires, checks, and credit card payments. ssign coding to assure accurate tracing of all...