Account Services Specialist

2 months ago

St Petersburg, United States Bank OZK Full time

Job Purpose & Scope:

Responsible for establishing and maintaining specialized (Association Services) commercial deposit accounts for the Bank.

Essential Job Functions:

  1. Opens new accounts on the Banks account platform system (BPM).

  2. Facilitates timely and complete acquisition, verification, and record retention of all new and revised account documentation.

  3. Performs necessary CIP (Customer Identification Program) and CDD (Customer Due Diligence) functions for new customers and ongoing new to the account customers.

  4. Processes and verifies customer file maintenances for all Association Services customers.

  5. Gathers information for management reports.

  6. Maintains good punctuality and attendance to work.

  7. Follows Bank policy, procedures and guidelines.

Knowledge, Skills & Abilities:

  1. Knowledge of administrative and clerical procedures.

  2. Ability to work without close supervision.

  3. Ability to demonstrate effective and excellent internal customer service skills.

  4. Ability to communicate effectively both verbally and in writing.

  5. Ability to evaluate processing issues for resolution and/or escalation.

  6. Ability to address complex technical and/or procedural issues and provide guidance to other staff members to ensure compliance.

  7. Ability to work well with exacting deadlines.

  8. Ability to adapt well to change.

  9. Ability to adapt to repeated interruptions.

  10. Ability to respond to internal (i.e., departmental staff, business development staff, branch staff) requests and demands professionally and promptly.

  11. Ability to learn and follow Bank policies and procedures.

  12. Skill in using computer and Microsoft Office, including Word, Excel and Outlook

Basic Qualifications:

  1. High School diploma or equivalent required.

  2. Minimum of one (1) year of experience with computer, including Microsoft Word and Excel, required.

  3. Available to work some occasional overtime.



Job Expectations:

Job Expectations:Operate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

EEO Statement:

Bank OZK is an equal opportunity employer and give consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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