Operations Account Services Specialist

6 days ago


Pleasant Grove, Utah, United States Altabank Full time
About the Role

Altabank is seeking a highly skilled Operations Account Services Specialist to join our team in Pleasant Grove. As a key member of our Service Center, you will play a critical role in providing exceptional customer service and ensuring the smooth operation of our account services.

Key Responsibilities
  • Provide confidential administrative support to management and review new account documents and associated reports.
  • Maintain accurate data, track errors, and edit written communication from word processing documents.
  • Assist in resolving problems with accounts, new account documents, customers, Bank items, and vendors.
  • Support the setup and maintenance of new accounts, including consumer and business accounts, IRAs, and HSAs.
  • Establish new IRAs, set up auto distributions, and ensure accurate IRS reporting.
  • Collect, track, and monitor reports, and grant employee access to various systems.
  • Perform duties such as answering high-volume calls, handling mail, shredding, copying, scanning, and maintaining supplies inventory.
  • Assist with research for procedure development and division and branch contact for CardWizard printers and supplies.
  • Order and maintain Gift, Travel, and debit card inventory, and send supplies.
About You

We are looking for a highly organized and detail-oriented individual with excellent communication and computer skills. The ideal candidate will have six months to two years of bank operations experience and a strong understanding of customer service principles.

What We Offer

Altabank offers a competitive salary and an extensive benefits package, including medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO), and holidays.

We are an Equal Opportunity Employer and welcome applicants from diverse backgrounds. We are committed to creating an inclusive and supportive work environment that values diversity, equity, and inclusion.



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