Account Services Representative
Fond du Lac Forest Office - Full-time

Summary

Under general supervision, but in accordance with established policies and procedures, is responsible for a wide range of duties related to depository accounts. These duties include solving customer problems, processing stop payments, reconciling, computer-oriented operations, various filing and statement duties, reviewing work for accuracy, deposit system maintenance, and various other projects.

Essential Functions and Responsibilities

• Files checks and various other documents daily. This involves some reaching, bending, and carrying of files weighing approximately 10-15 pounds.
• Assembles checks with corresponding statements for customer mailing. Investigate problem statements such as insufficient checks, etc.
• Answers customer and internal personnel questions, problems, and processes money transfers. Works on various customer projects such as getting copies of statements off fiche.
• Processing stop-payment orders - acknowledgement, notifying other departments, applying charges, and locating stop payment checks.
• Enter any new accounts, changes in account types, and keyword changes. This includes DDA, savings, CD's, and cash reserve.
• Verify signatures on all checks over $7500.00 for non-consumer and $5000 for consumer.
• Mails correspondence to customers on various occasions to inform them of a situation.
• Separates reports and distributes them to appropriate areas daily.
• Performs other duties as assigned or needed.

• Ability to deal effectively and tactfully with customers and coworkers.
• Ability to problem-solve in order to recognize irregular or suspicious transactions and taking appropriate steps to prevent loss.
• Ability to be mobile in order to meet customers at switchboard and to transfer files and other items to different locations.
• Good knowledge of computer-generated reports and procedures as they affect departmental operations.
• Ability to operate equipment such as a PC, calculator, typewriter, copier, fax machine, fiche reader, and filmer.
• Awareness of the necessity for confidentiality, and ability to recognize a customer request that may be a breach of confidentiality.
• A high school diploma or equivalent.
• Three to six months of on-the-job training to become familiar with departmental procedures.

• Length of work day is unpredictable. May have to work long hours to complete duties due to computer failure or heavy work load.
• Excessive visual effort may occur do to continued use of PC and reviewing many reports, checks, etc.

Resumés can be sent to:

National Exchange Bank & Trust
Attn: NH, Human Resources
130 South Main St.
Fond du Lac, WI 54936-0988
Or E-mail jobs@nebat.com

You can also find National Exchange Bank & Trust opportunities at Nation Job Services.

If you are interested in more information, please e-mail us or call us at 920.921.7700.

Equal Opportunity Employer M/F/D/V

U.S. Citizens only - we do not sponsor work visas