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Rockland Trust
Account Processing Specialist (Temporary Assignment)
Entry-Level JobVerifiedNo experience needed
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Based on Massachusetts data
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What they do
An Account Representative manages existing customer accounts to ensure sales retention and growth. Develops and maintains communication with clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$44,910 / year median in Massachusetts
-15% projected decline
Job Description
Rockland Trust is currently seeking an Account Processing Specialist (Temporary Assignment) 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 with 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.
Primary Duties and Responsibilities:
- Perform all operational support for Certificates of Deposits, i.e. process renewals, daily pending, and verification of all transactions, collateral holds and unposted items.
- CDAR and ICS processing.
- Verification of all new accounts for proper set up and related paperwork and regulatory compliance.
- Process all title change requests.
- Perform maintenance to the RMS system.
- Process address change requests.
- Process all accounts opened online.
- Scan, index and verify all paperwork to the Doc Viewer system.
- Monitor all Contact Notes and process accordingly.
- These include combined 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.
Additional Responsibilities Include:
- 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
- Prove General ledger accounts daily
- Assist with Abandoned Property mailing and maintenance.
- Mail daily notices
- Process returned statements
- Other tasks as requested
Job Requirements:
- Strong analytical skills to evaluate the interconnectivity and accuracy of data.
- Working knowledge Microsoft Word, Excel, PowerPoint and Outlook. SharePoint.
- The incumbent must be dependable, highly organized, possess effective communication skills and the ability to work independently.
- Ability to establish and maintain effective working relationships
- Updates job knowledge by participating in educational opportunities
- Must be able to 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 Education and/or Experience Requirements
- High school diploma or equivalent required.
- Branch processing knowledge is a preferred.