Account Services Specialist

Mascoma Bank•White River Junction, VT

11h•$22 - $26

About The Position

We're looking for a detail-oriented and customer-focused Account Services Specialist to join our operations team. In this role, you'll help ensure customer accounts are accurately maintained, support account servicing activities, and provide critical support to branch and retail teams. You'll work behind the scenes to help deliver a smooth banking experience while ensuring accuracy, compliance, and exceptional service. If you enjoy problem-solving, working with details, and collaborating with colleagues across the organization, we'd love to hear from you.

Requirements

Strong attention to detail and commitment to accuracy.
Excellent organizational and time management skills.
Ability to manage multiple priorities in a fast-paced environment.
Strong problem-solving and analytical abilities.
Effective written and verbal communication skills.
Ability to work both independently and collaboratively as part of a team.
Proficiency with computer systems and data entry.
Commitment to providing exceptional internal and external customer service.
Background and Credit Check: All final candidates will be required to successfully complete background and credit screenings.
Having a record on a background or credit report does not automatically disqualify you. We evaluate results on a case-by-case basis, taking into account their relevance to the role and any regulatory requirements.

Nice To Haves

If you are interested in the role and do not meet 100% of the requirements, we are still interested in hearing from you!

Responsibilities

Support daily account servicing activities and help ensure requests are completed accurately and on time.
Open and maintain a variety of customer account types and related services.
Review account information and documentation to ensure accuracy and completeness.
Perform quality control reviews and resolve account-related discrepancies.
Assist with maintaining customer records and updating account information when needed.
Review dormant accounts and assist with required notifications and reporting.
Support tax reporting activities, including document preparation and record maintenance.
Establish and maintain specialized deposit and cash management services.
Process account updates, transfers, electronic banking services, and other customer requests.
Maintain and update customer access to banking services and account features.
Prepare and submit files and reports to external service providers and business partners.
Provide backup support for key operational functions to ensure business continuity.
Maintain accurate procedures and documentation for assigned responsibilities.
Assist with research and resolution of account exceptions and operational issues.
Partner with branch and customer-facing teams to deliver prompt and effective support.