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Operations Account Services Specialist I jobs in United States
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Altabank · 22 hours ago

Operations Account Services Specialist I

Altabank, Division of Glacier Bank, is seeking a Full-time Operations Account Services Specialist for their Service Center. The role involves providing administrative support, reviewing account documents, assisting with new account items, and ensuring accurate reporting.
BankingFinanceFinancial ServicesReal Estate
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Responsibilities

Provide confidential administrative support to management
Review new account documents and associated reports, maintain data and track errors
Edits written communication from word processing documents and create new documents, including job aids, as needed
Assists in resolving problems with accounts, new account documents, customers, Bank items, and some vendors
Assist with new account items such as the new accounts platform system, consumer and business accounts, IRAs and HSAs as well as other investment accounts
Establish new IRA’s, set-up auto distributions, competing death distributions and ensuring accurate IRS reporting
Collect, track/work, and monitor all reports
Grant employee access to a number of systems
Complete events and requests submitted to the department queue
Performs duties such as answering a high volume of calls, handling mail, shredding, copying, scanning, errands, order and maintaining supplies inventory
Assists with research for procedure development
Division and Branch contact for CardWizard printers and supplies
Orders and maintains Gift, Travel and debit card inventory, and sending supplies

Qualification

Bank Operations experienceCustomer service skillsOrganizational skillsAttention to detailComputer skillsCommunication skillsWriting skills

Required

Six months to two years of bank Operations experience
Must have good customer service skills
Must have strong organizational skills and good attention to detail
Must be able to work independently and have good communication and computer skills
Must have excellent writing skills

Benefits

Medical
Dental
Vision
Life insurance
Health savings account option
Employee Assistance Program (EAP)
Health rewards program
401(k) retirement savings plan
Discounts on banking products and services
Paid Time Off (PTO)
Holidays

Company

Altabank

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Altabank is a bank offering commercial and construction lending services.

Funding

Current Stage
Growth Stage

Leadership Team

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Terry Grant
President & CEO
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Judd Kirkham
Chief Credit Officer
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Company data provided by crunchbase