Account Services Specialist

Northwest Financial Corp.•Spencer, IA

13d

About The Position

The Account Services Specialist supports Client Services products through card processing, account balancing, bank research, and problem solving. The role reviews and monitors reports, customer transfers, and transactions for quality assurance, and serves as backup for other positions, including mail clerk. The specialist develops knowledge of the Bank’s products and services to provide quality customer service, build relationships, and exceed expectations. The position maintains compliance with applicable laws and regulations and the Bank’s Information Security Program, participates in examinations, audits, and third-party reviews, and contributes to the Bank’s community image. It has no supervisory responsibilities. This is described as a light physical work position and may involve travel to outlying branch areas as business needs dictate.

Requirements

High school diploma or GED required.
One year of previous experience required, or an equivalent combination of education and experience.
Above-average verbal and written communication skills, including the ability to read and interpret business, professional, technical, and governmental materials; write reports, business correspondence, and procedure manuals; present information; and respond to questions.
Ability to calculate figures and amounts involving discounts, interest, commissions, proportions, percentages, area, circumference, and volume, and apply basic algebra and geometry.
Ability to define problems, collect data, establish facts, draw valid conclusions, interpret varied instructions, and work with abstract and concrete variables.
Valid driver’s license and willingness to travel to outlying branch areas as business needs dictate.
Ability to meet the described physical demands, including frequently lifting or moving up to 10 pounds and occasionally up to 25 pounds.
Ability to follow written and oral instructions, perform accurate visual inspections, and provide customer-service problem solving using established variables.

Responsibilities

Process cards and balance accounts for Client Services products.
Conduct bank research and solve problems.
Review and monitor reports, customer transfers, and transactions for quality assurance.
Provide backup for other positions, including mail clerk, and perform other assigned duties.
Enhance career through work experience and continuing education.
Maintain compliance with federal, state, and local laws and regulations.
Participate in and respond to examinations, audits, and third-party reviews.
Comply with the Information Security Program and maintain risk and security awareness.
Establish a positive image for the Bank by being active and visible in the community.
Attend meetings as assigned.
Develop working knowledge of the Bank’s products and services through usage and Webex attendance to provide quality customer service, build relationships, and exceed expectations.