Account Services Specialist

Job Details:
Level: Entry,

Job Location:

1617 BROADWAY - LUBBOCK, TX 79401, Position Type:
Full Time, Job Shift: Day, Job Category:
Banking, Purpose The Account Services Specialist supports branch and frontline staff by providing assistance, maintaining accurate account records, and ensuring compliance with internal policies and regulatory requirements. This role plays a key part in data integrity, product setup, and process improvement across multiple banking systems.

• Provide Tier 1 support to frontline staff, primarily CSR’s and Branch Managers.
• Oversee daily document review and indexing to ensure accuracy and completeness.
• Review, monitor and document daily maintenance logs.
• Conduct daily new account reviews and prepare TEs (technical exceptions) as needed.
• Ensure all account opening policies and procedures are followed.
• Manage daily workflow of Collab Hub checklists from frontline staff.
• Maintain up-to-date TISA disclosures and related documentation.
• Perform system maintenance, including Simplicity updates, and FIS updates for DO/XE.
• Establish new products in XE and maintain associated records.
• Assist in the training of all frontline personnel on new products, services, policies and procedures.
• Process interest adjustments for CDs, DDAs, savings accounts, and IRAs.
• Assist with preparation of examination request lists.
• Produce and distribute board reports as required.
• Review periodic key reports, as needed. (i.e. officer codes, branch assignments, community cards, and account nicknames, etc.)
• Communicate with frontline staff, Branch Managers and Retail management as needed.

Skills:

Strong attention to detail

Strong decision-making abilities Strong written and verbal communication skills

Ability to work independently and complete daily tasks

Ability to multitask and prioritize tasks

Maintain and understand the importance of compliance, policy/procedures, and quality of service

Highly organized with time and time management

Ability to solve problems quickly with existing resources and experience

Strong knowledge of bank products & services

Years of

Experience:

Minimum 3 years of banking experience is preferred.

Additional Requirements:

Experience in banking operations, account services, or a related field is preferred. Knowledge of bank operating systems and basic banking operations.