• Account Services Representative

    Job Locations US-WI-Cross Plains
    # of Openings
    1
    Category
    Treasury Management
  • Overview

    We are seeking an detailed, customer focused professional to join our Cross Plains Main office as an Account Services Representative! This position will input new account information into our internal systems following all guidelines and ensuring accuracy and confidentiality, along with providing courteous service to all customer contacts, both internal and external.

    Responsibilities

    • Set up and/or verify new account data on the system for deposit accounts including Checking, Savings, IRA, Certificates of Deposit, Safe Deposit Box, etc with a high level of detail and accuracy.
    • Perform file maintenance changes to account and/or portfolio information and ensure compliance with all changes. This includes stop payment information, charge addendas, address changes, account changes, etc.
    • Review various audit reports daily to ensure compliance with procedures and security.
    • Review accounts for potential fraud and report discrepancies to appropriate Bank personnel.
    • Process referrals sent to the Account Service Department.
    • Verify scanning and indexing of documents.
    • Promote and maintain positive relations with all internal and external contacts, customers and potential customers.
    • Contribute ideas on ways to resolve problems to better serve the customer and/or improve productivity and efficiency.

    Qualifications

    • High School Diploma or equivalent.
    • One to two years previous operations or financial institution experience.
    • Strong working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills.
    • Enhanced ability and willingness to learn new programs, software and technology.
    • Excellent interpersonal and communication skills.
    • Demonstrated problem solving skills with the ability to make good decisions and exercise independent judgment.
    • Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment.
    • Strong attention to detail with excellent follow up skills.

     

    This position is a full time position with hours of 8am – 5pm Monday-Friday. In depth training will be provided.  

     

    The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.

     

    Consistent with State Bank of Cross Plains’ commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us. 

     

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