• Account Operations Assistant

    Location US-IL-Lombard
    Other - Other
    Regular Full-Time
  • Responsibilities


    Summary:  Responsible for any necessary file maintenance on customer accounts including but not limited to name and address changes, account type changes, safe deposit box updates and returned mail.

    Essential Functions:


    Reasonable accommodations may be made to enable individuals with disabilities to perform the following essential functions.

    • Accurately updates customer name and address records.
    • Conducts file maintenance on deposit accounts and account closings.
    • Completes maintenance on CD’s and IRA’s and validation of proper account closings for CD’s and IRA’s.
    • Calculate and remit Lawyers Trust Fund interest.
    • Works closely with retail banking staff to resolve any issues or requests.
    • Accurately updates contact information for online banking customers.
    • Reviews all updates to customer records on a daily basis including new account review.
    • Provides feedback to Retail Managers and retail banking staff on review findings. Suggests improvements to file maintenance process as needed.
    • Assists with deposit tax corrections for all 1099-Ints, 1099-Misc forms, 1099-Rs for IRAs/HSAs, and 5498’s for IRAs/HSAs.
    • Calculate and updates IRA Required Minimum Distributions.
    • Reviews all returned mail and investigates customer record to ensure proper address is on file.
    • Complies with federal and state regulations, as well as company policies and procedures.
    • All other reasonable duties as assigned.


    Required Education and Experience:

    • Strong computer skills. Proficiency in Microsoft Office Suite;
    • Strong verbal and written communication skills;
    • Strong problem solving and critical thinking skills;
    • Strong organizational skills. Strong attention to detail;
    • Minimum 1 year experience handling file maintenance in a bank setting;
    • High school diploma or equivalent.


    Requirements for performing Essential Functions:

    On the job the employee may physically be required to bend, sit, stand, walk, use finger movements, reach above shoulder level, and/or handle objects (manual dexterity).  On the job the employee must mentally be able to read/comprehend, write, perform calculations, communicate orally, reason, and analyze.             



    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed

    Need help finding the right job?

    We can recommend jobs specifically for you! Click here to get started.