Operations Account Services Specialist I

Glacier Bancorp, Inc.Pleasant Grove, UT
Onsite

About The Position

Altabank, Division of Glacier Bank, is hiring a Full-time Operations Account Services Specialist for the Service Center in Pleasant Grove. This role provides confidential administrative support to management, reviews new account documents and associated reports, maintains data, and tracks errors. The specialist will edit written communication, create new documents, and assist in resolving problems with accounts, new account documents, customers, Bank items, and vendors. Responsibilities include assisting with new account items such as the new accounts platform system, consumer and business accounts, IRAs and HSAs, and other investment accounts. The role involves establishing new IRAs, setting up auto and death distributions, and ensuring accurate IRS reporting. The specialist will also collect, track, and monitor reports, grant employee access to systems, and complete events and requests submitted to the department queue. Daily tasks include answering a high volume of calls, handling mail, shredding, copying, scanning, running errands, and ordering/maintaining supplies inventory. Additionally, the role assists with research for procedure development, serves as the division and branch contact for CardWizard printers and supplies, and orders/maintains Gift, Travel, and debit card inventory, sending supplies as needed. The schedule is Monday-Friday, 8:30 AM to 5:30 PM.

Requirements

  • Six months to two years of bank Operations experience
  • Good customer service skills
  • Strong organizational skills and good attention to detail
  • Ability to work independently
  • Good communication skills
  • Good computer skills
  • Excellent writing skills
  • Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
  • Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
  • Must be capable of regular, reliable and timely attendance.
  • Must be capable of climbing / descending stairs in an emergency situation.
  • Close visual acuity to perform activities such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

Responsibilities

  • Provide confidential administrative support to management
  • Review new account documents and associated reports, maintain data and track errors
  • Edit written communication from word processing documents and create new documents, including job aids, as needed
  • Assist 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
  • Perform duties such as answering a high volume of calls, handling mail, shredding, copying, scanning, errands, order and maintaining supplies inventory
  • Assist with research for procedure development
  • Division and Branch contact for CardWizard printers and supplies
  • Order and maintain Gift, Travel and debit card inventory, and sending supplies

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 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
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