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Account Management Specialist I
4 days ago
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
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