Account Services Representative

BNA Bank•New Albany, MS

15h

About The Position

The Account Services Representative provides professional customer service and account support. The role requires strong attention to detail, service excellence, organizational skills, and the ability to manage multiple priorities. The representative responds to customer inquiries, maintains client account information, processes account-related requests and transactions, and supports branch personnel. The position uses company systems and Microsoft Office applications, particularly Excel and Word.

Requirements

Strong attention to detail and commitment to service excellence.
High level of professionalism.
Excellent organizational skills and capacity to manage multiple priorities effectively.
Proficiency in problem-solving and decision-making.
Comprehensive understanding of Microsoft Office applications, specifically Excel and Word.
Strong written communication skills and ability to compose clear, professional correspondence.
Basic computer skills.
Ability to manage multiple customer accounts and prioritize tasks effectively.
Ability to work collaboratively in a team-oriented environment.

Nice To Haves

Strong written communication skills and ability to compose clear, professional correspondence.
Proficiency in Microsoft Word and basic computer skills.
Ability to manage multiple customer accounts and prioritize tasks effectively.
Ability to work collaboratively in a team-oriented environment.

Responsibilities

Answer the switchboard.
Respond promptly and professionally to customer inquiries by phone, email, and written correspondence.
Maintain accurate and up-to-date client account information using company systems, Microsoft Excel, and Microsoft Word.
Verify, enter, create, and maintain checking, savings, certificate of deposit, individual retirement, and debit card accounts.
Assist customers with account information and general questions about mobile and internet banking, bill pay, and debit cards.
Initiate stop payments, statement requests, and transfers by phone.
Sort, scan, index, and file important documents.
Balance accounts.
Submit ACH files.
Process official checks and money orders.
Process reclamations and verification of deposit accounts.
Assist branch personnel.