Account Services Specialist I

Responsibilities

• Deliver excellent customer service to internal and external customers via phone, email, and in person
• Research and correct COD account numbers for non-posted items
• Process and maintain Insured Sweep Accounts
• Print, review, and distribute customer interest checks with a high level of accuracy
• Review new personal accounts for Overdraft Privilege eligibility and monitor ongoing account activity
• Track Fresh Start eligibility and identify accounts for charge-off due to misuse
• Perform monthly ODP charge-off audit and Bulk TIN review
• Review IRA and HSA documentation, resolve exceptions, and respond to inquiries
• Maintain current knowledge of IRA and HSA regulatory requirements

Requirements

• High school graduate or equivalent
• Prior balancing/reconcilement experience
• Familiarity with internal general ledger systems
• Ability to work under pressure and meet critical deadlines

Preferred Qualifications

• Knowledge of Fiserv Premier
• Experience in accounting, banking, or IRA/HSA administration
• Knowledge of banking principles and regulations