Account Services Specialist

Objective

Performs a variety of account servicing responsibilities for deposit accounts and customer records in accordance with requests and regulatory guidelines. Effectively communicate with internal and external customers while building and maintaining good working relationships.  

Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.

Minority/Female/Disabled/Veteran

Responsibilities/Duties

• Work efficiently with Relationship Managers and Fiduciary Agents regarding Custodial accounts and product features. Obtain all applicable documentation and customer information requirements ensuring accuracy while adhering to set-up standards and following applicable procedures.
• Process all transactional requests for Custodial accounts including opening and closing of them, account maintenance as well as providing monthly statements on a timely basis.
• Obtain all information required for state reporting to fulfill Date of Death information requests adhering to regulatory and internal procedures for completion deadlines.
• Place holds and account access restrictions on Custodial and Deceased customer accounts to ensure appropriate protection of funds.  Process requests from other Business Teams that require deposit account restriction maintenance (escrow, fraud prevention, etc.)
• Review and submit reciprocal deposit placements for FDIC insurance coverage for CDARs program by required timeframe. Process necessary customer, general ledger and core system entries by account activities. Ensure renewal notifications are processed prior to maturity for provision of funds.
• Perform various quality control and support tasks such as but not limited to rate exceptions, card services, certificate maintenance and wire transfers.
• Assists in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services. Directs customers to an appropriate person to establish business relationships
• Document and update procedures ensuring accuracy of each
• Participate in testing of system upgrades and releases
• Other duties as assigned.

Essential Functions

While performing the essential functions of this position, the employee is regularly required to operate a computer terminal with repetitive motion. Physical requirements of this position are considered sedentary work involving preparing documentation, preparing, and analyzing data and figures, viewing a computer terminal, extensive reading, and resolving inquiries. Some amount of mobility to access files, attend meetings, both on and off site, and perform property inspections is necessary. The employee is expected to converse with internal and external customers and exchange information.

Knowledge - Skills & Abilities

• High School Diploma or equivalent
• 3 - 5 years of banking experience focused on banking operations
• Strong interpersonal skills with clear and professional communication
• Demonstrate a friendly, positive attitude, self-motivator
• Above average organizational and time management skills
• Strong attention to detail and problem-solving skills
• Self-motivated with the ability to multi-task with an excellent degree of versatility and flexibility with prioritization of work
• Intermediate knowledge and skills in Microsoft Office Suite