Account Processing Specialist II

Account Processing Specialist II

Rockland Trust is currently seeking an Account Processing Specialist II for our Plymouth office. This position focuses on the accuracy and verification of all new accounts and provides operational support to the Deposits Department and the Retail Branch network.

This position will be responsible for assisting in the daily operations of all phases of Account Processing including but not limited to Certificates of Deposits, interest adjustments, change of addresses, operational support for CDAR and ICs processing and Electronic Account Opening. This position requires a great deal of verbal and written communication with both internal and external customers.

• Perform all operational support for Certificates of Deposits, including processing renewals, daily pending, verification of all transactions, collateral holds and unposted items.
• Process CDAR and ICs.
• Verify new accounts for proper setup and related paperwork and regulatory compliance.
• Process all title change requests.
• Maintain the RMS system.
• Process address change requests.
• Process accounts opened online.
• Scan, index and verify all paperwork to the Doc Viewer system.
• Monitor all Contact Notes and process accordingly, including statement requests, address changes, closed accounts, and type changes. Verify daily, monthly and quarterly reports related to various jobs.
• Perform interest adjustments.
• Assist manager with annual processes: B Notices, Abandoned Property, W8 Ben recertification.

• Verify daily, monthly and quarterly reports related to various jobs.
• Perform interest adjustments.
• Process closed accounts.
• Process C Notices.
• Support Branch, CIC and customers with inquiries.
• Process Opt In/Opt Out requests.
• Provide General ledger accounts daily.
• Assist with Abandoned Property mailing and maintenance.
• Mail daily notices.
• Process returned statements.
• Other tasks as requested.

• Strong analytical skills to evaluate the interconnectivity and accuracy of data.
• Working knowledge of Microsoft Word, Excel, PowerPoint and Outlook;
  SharePoint.
• Dependable, highly organized, possessing effective communication skills and the ability to work independently.
• Ability to establish and maintain effective working relationships.
• Update job knowledge by participating in educational opportunities.
• Perform general office duties, including but not limited to maintaining supplies and distributing communications when needed.
• May be required to lift and/or move up to 20 pounds.

• High school diploma or equivalent required.
• Branch processing knowledge is preferred.

Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall well‑being. Benefits include: competitive compensation with performance‑based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award‑winning wellness program, and much more!

At Rockland Trust, you’ll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company’s good‑faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.

We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their roles.