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Account Specialist at Security State Bank & Trust

Fort Worth, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

22 May, 26

Salary

0.0

Posted On

21 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication Skills, Work Ethic, Organizational Skills, Relational Skills, Detail Oriented, Flexibility, Adaptability, Computer Skills, Outlook, Word, Excel

Industry

Banking

Description

Description The Account Specialist position is responsible for opening new accounts and delivering quality customer service to current and potential customers. Employees in this position must demonstrate thorough knowledge of all bank products and services. The Account Specialist must possess excellent customer service skills, a positive attitude, good communication skills and a strong work ethic. Requirements Responsibilities: Emulate SSB&T Core Values Maintain thorough knowledge of all products and services offered Open and prepare documents for all new and revised accounts Review of all documents and accounts for completeness Maintenance accounts with updated information and corrections Document scanning Close accounts Assist customers with questions and issues Accept and process wire transfers Prepare paperwork on fraudulent activity as necessary Conduct PIN changes, increase limits and issue debit cards Assist customers with Electronic Banking Accept and process stop payments Safe deposit duties Process check orders Reconcile and prepare reports Prepare account letters Provide Notary Services Dormant account releases Other miscellaneous customer service Other duties as assigned Qualifications: High School diploma or General Education Degree (GED) Excellent customer service skills Good organizational, relational and communication skills Detail oriented, quality focused, flexible & able to adapt to change Proficient computer skills relevant to Outlook, Word & Excel Banking experience is preferred but not required

Responsibilities

The Account Specialist is responsible for opening new accounts and providing quality customer service to both current and prospective clients, requiring a thorough knowledge of all bank products and services. Key duties include maintaining accounts, processing transactions like wire transfers and stop payments, and assisting customers with electronic banking and various account-related issues.