Account Processing Specialist II

Rockland Trust Company•Plymouth, MA

1d•Onsite

About The Position

Rockland Trust is a full service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision making, and community impact. With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long standing philosophy—Where Each Relationship Matters®—guides how we work with our customers, colleagues, and communities every day. At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values driven culture that encourages professional growth, innovation, and work life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long term careers. Rockland Trust is currently seeking an Account Processing Specialist II for our Plymouth office. This position focuses on the accuracy and verification of all new accounts and provides operational support to the Deposits Department and the Retail Branch network. This position will be responsible with assisting in the daily operations of all phases of Account Processing including but not limited to Certificates of Deposits, interest adjustments, change of addresses, operational support for CDAR and ICS processing and Electronic Account Opening. This position requires a great deal of verbal and written communication with both internal and external customers.

Requirements

Strong analytical skills to evaluate the interconnectivity and accuracy of data.
Working knowledge Microsoft Word, Excel, PowerPoint and Outlook.
SharePoint.
The incumbent must be dependable, highly organized, possess effective communication skills and the ability to work independently.
Ability to establish and maintain effective working relationships
Updates job knowledge by participating in educational opportunities
Must be able to perform general office duties, including but not limited to maintaining supplies and distributing communications when needed
May be required to lift and/or move up to 20 pounds

Nice To Haves

Branch processing knowledge is a preferred.

Responsibilities

Perform all operational support for Certificates of Deposits, i.e. process renewals, daily pending, and verification of all transactions, collateral holds and unposted items.
CDAR and ICS processing.
Verification of all new accounts for proper set up and related paperwork and regulatory compliance.
Process all title change requests.
Perform maintenance to the RMS system.
Process address change requests.
Process all accounts opened online.
Scan, index and verify all paperwork to the Doc Viewer system.
Monitor all Contact Notes and process accordingly. These include combined statement requests, address changes, closed accounts, and type changes.
Verify daily, monthly and quarterly reports related to various jobs.
Perform interest adjustments.
Assist manager with annual processes B Notices, Abandoned Property, W8 Ben recertification.
Verify daily, monthly and quarterly reports related to various jobs
Perform interest adjustments
Process closed accounts
Process C Notices
Support Branch, CIC and customers with inquiries
Process Opt In/Opt Out requests
Prove General ledger accounts daily
Assist with Abandoned Property mailing and maintenance.
Mail daily notices
Process returned statements
Other tasks as requested