Account Specialist II- Safe Box Vault

As an Account Specialist II in Regulatory & Event Operations, you will be instrumental in supporting Retail Banking service delivery. You will update customer records, prepare documentation, retrieve information, and ensure system accuracy. You will manage inbound and outbound calls to provide status updates and resolve inquiries, process and verify data entries, and maintain required documentation. Additional responsibilities include responding to internal emails, conducting internal audits, and participating in mandatory overtime as needed. This role offers a dynamic environment with new challenges and opportunities for creativity every day.

Job Responsibilities:

- Exercise strong independent decision-making, sound judgment, and analytical research skills

- Demonstrate initiative, creativity, and motivation to learn and work autonomously

- Consistently deliver accurate, thorough, and high-quality work in a metrics-driven environment

- Navigate multiple technologies with resilience and adaptability in a fast-paced setting

- Build and maintain effective working relationships both internally and externally

- Work independently as well as collaboratively within a team

- Comply with all relevant regulatory and departmental policies and procedures

- Ability to lift 30–50 pounds as needed

- Take a proactive approach to problem-solving, owning issues and following through to resolution

- Apply creative problem-solving techniques to address business challenges and meet deadlines

- Maintain confidentiality and safeguard sensitive customer information at all times

- Demonstrate excellent verbal and written communication skills with internal partners

- Prioritize and manage multiple tasks efficiently to meet deadlines and business needs

- Adapt quickly to changes in procedures, technology, and business requirements

- Participate in ongoing training and development to stay current with industry standards and regulatory requirements

- Provide feedback and suggestions for process improvements to enhance service delivery

Required Qualifications, Capabilities, and Skills:

- At least 2 years of experience interacting with Retail Banking customers

- Experience maintaining and safeguarding safe deposit box records and contents

- Minimum of 1 year of computer experience, including use of multiple applications in a Windows environment

- High school diploma or GED

- Proven ability to handle confidential information with integrity

- Strong organizational skills and attention to detail

- Effective time management and ability to work under pressure

Preferred Qualifications, Capabilities, and Skills:

- Strong customer focus and ability to manage multiple projects and assignments simultaneously

- Comfortable working in a fast-paced, constantly evolving environment

- Professional, organized, and detail-oriented with excellent follow-up skills

- Passion for helping others by solving problems and clearly presenting solutions

- Experience with internal audits or compliance processes

- Ability to quickly learn new systems and adapt to changing technologies

Work Schedule:
Monday – Friday, 8:00 AM to 4:30 PM