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Operations Account Services Specialist
2 months ago
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 provide exceptional administrative support to management and contribute to the smooth operation of our banking services.
Key Responsibilities- Provide confidential administrative support to management, ensuring timely and accurate completion of tasks.
- Review and maintain new account documents and associated reports, identifying and resolving errors.
- Prepare and edit written communication from word processing documents, creating new documents as needed to support our banking operations.
- Assist in resolving problems with accounts, new account documents, customers, Bank items, and vendors, providing excellent customer service.
- 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, ensuring timely and accurate completion.
- Grant employee access to various systems, ensuring secure and efficient operations.
- Complete events and requests submitted to the department queue, prioritizing tasks for efficient completion.
- Perform administrative tasks, including answering high-volume calls, handling mail, shredding, copying, scanning, and maintaining supplies inventory.
- Assist with research for procedure development, ensuring compliance with banking regulations.
- Serve as the division and branch contact for CardWizard printers and supplies, ordering and maintaining inventory.
We are seeking a highly organized and detail-oriented individual with excellent communication and computer skills. The ideal candidate will have:
- 6-24 months of bank operations experience.
- Excellent customer service skills.
- Strong organizational skills and attention to detail.
- Ability to work independently and as part of a team.
- Excellent writing skills.
Altabank offers a comprehensive 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. Visit our website for more details.
We are an Equal Opportunity Employer and welcome qualified applicants or employees without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.
