Macatawa Bank is a true local, community bank. We couple best-in-class financial products, state-of-the-art technology, extraordinary service and fair prices to help our local community partners grow and prosper.
The Account Services Specialist II will join a team of committed individuals that provides outstanding services to our branch partners in all account service offerings that include but are not limited to: new deposit account documentation for business and retail customers, account maintenance, IRA/HSA support including tax reporting, and support for problem resolution
We are seeking someone to perform the following:
- The Account Services Specialist II will have the primary responsibility of verifying account documentation for IRA/HSA customers
- Will review new accounts for proper documentation
- Will work with branch personnel in answering customer questions
- Will assist with EOY tax reporting, RMD’s, Contribution Limit Regulations, Etc.
- The Account Services Specialist will also assist with the verification of New Accounts for both our retail and business customers:
- Follows all Bank procedures and regulatory guidelines for verifying documentation
- Update and maintain account exception log
- Will work with branch personnel – answering questions about the Bank policies, procedures and best practices
- May back up other Deposit Operations Tasks
The candidate must meet the following requirements:
- Prefer education/training in a banking operations back office
- Good analytical ability
- Customer Service experience
- Strong oral and written communication ability
- Strong organizational skills
- Strong attention to detail
- Ability to import/export data
Interested professionals please apply online at www.macatawabank.com/careers
Macatawa Bank is an equal opportunity employer and does not discriminate on the basis of age, gender, race, religion, color, national origin, marital status, genetic information, height, weight, sexual orientation, gender identity, protected veteran, individual with a disability or any other protected status.
