Account Specialist II- Safe Box Vault

Bring your attention to detail and customer focus to a role where accuracy matters. In this position, you will support service delivery by maintaining records, preparing documentation, and helping resolve inquiries. You will work in a dynamic operations environment where collaboration, sound judgment, and follow-through help create strong outcomes for customers and internal partners.

As an Account Specialist II in Regulatory and Event Operations, you will support customer service delivery by updating records, preparing documentation, retrieving information, and helping ensure system accuracy. You will manage inbound and outbound calls, provide status updates, resolve inquiries, and process data with care and consistency. You will also support documentation, internal email responses, audit activities, and required overtime when business needs require it.

Job responsibilities

- Update customer records and maintain accurate information across required systems.
- Prepare, retrieve, review, and maintain documentation in line with established procedures.
- Manage inbound and outbound calls to provide status updates and resolve customer or internal inquiries.
- Process and verify data entries with accuracy, completeness, and attention to detail.
- Respond to internal emails and support timely follow-up with partners.
- Conduct internal audit activities and help identify documentation or process gaps.
- Safeguard confidential customer information and comply with applicable policies and procedures.
- Navigate multiple systems and applications in a fast-paced, metrics-driven environment.
- Prioritize tasks effectively to meet deadlines and changing business needs.
- Collaborate with team members and internal partners to support service delivery.

Required qualifications, capabilities and skills

- At least 2 years of experience interacting with retail banking customers.
- At least 1 year of computer experience using multiple applications in a Windows environment.
- High school diploma or equivalent.
- Experience maintaining accurate records and handling confidential information with integrity.
- Strong organizational skills and attention to detail.
- Effective verbal and written communication skills.
- Ability to lift 30 to 50 pounds as needed.

Preferred qualifications, capabilities and skills

- Experience maintaining or safeguarding safe deposit box records and contents.
- Experience with internal audits, compliance processes, or documentation reviews.
- Ability to manage multiple tasks, projects, or assignments simultaneously.
- Ability to adapt quickly to changes in procedures, technology, and business requirements.
- Strong customer focus with a proactive approach to problem-solving.
- Professional, organized, and detail-oriented approach with strong follow-up skills.

Work schedule

Monday to Friday, 8:00 AM to 4:30 PM