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Account Services Associate Jobs in Nebraska (NOW HIRING)

Exchange Bank

Account Services Specialist

Omaha, NE · On-site

As an Exchange Bank Account Services Specialist, you have the opportunity to be part of a ... Associate's Degree or one to two years of related experience and/or training; or equivalent ...

Exchange Bank

Account Services Specialist

Gibbon, NE · On-site

As an Exchange Bank Account Services Specialist, you have the opportunity to be part of a ... Associate's Degree or one to two years of related experience and/or training; or equivalent ...

Bellwether Wealth

Help Deliver an Exceptional Client Experience Our Client Service Associate is often the first ... Manage Account Operations: Process account openings, transfers, money movements, beneficiary ...

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Account Services Associate information

What does an Account Services Associate do?

An Account Services Associate typically supports client accounts within a company, assisting with tasks such as managing client inquiries, processing account requests, maintaining accurate records, and coordinating with internal teams to ensure client satisfaction. They play a key role in resolving issues, updating account information, and facilitating communication between clients and the business. This position often requires strong organizational, communication, and problem-solving skills to meet client needs efficiently.

What are the key skills and qualifications needed to thrive as an Account Services Associate?

To thrive as an Account Services Associate, you need strong customer service skills, attention to detail, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Excellent interpersonal skills, problem-solving abilities, and the capacity to manage multiple tasks efficiently help professionals stand out in this role. These skills ensure effective client support, accurate account management, and contribute to overall customer satisfaction and retention.

How does an Account Services Associate typically collaborate with other departments to support client needs?

As an Account Services Associate, you'll frequently work with teams such as sales, marketing, and customer support to ensure client requests are addressed efficiently. You may coordinate with the sales team to clarify client requirements, relay feedback to product or service teams, and work with billing or finance for account-related inquiries. Effective communication and organization are key, as you'll often act as a liaison to help resolve issues and ensure a seamless client experience. This collaborative environment helps you build a broad understanding of company operations while contributing directly to client satisfaction.

What is an account services associate?

An account services associate is a professional responsible for managing client accounts, providing support, resolving issues, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to handle client needs effectively.

What are the most commonly searched types of Account Services jobs in Nebraska?

The most popular types of Account Services jobs in Nebraska are:

What cities in Nebraska are hiring for Account Services Associate jobs?

Cities in Nebraska with the most Account Services Associate job openings:

Account Services Associate jobs near you
Infographic showing various Account Services Associate job openings in Nebraska as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Account Services Specialist

Exchange Bank

Lincoln, NE • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

This job is on-site in any of our Nebraska locations (Lincoln, Omaha, Kearney, Grand Island or Gibbon.)

A full benefits package is available including health, dental, vision, life and disability insurance. Paid time off and holidays as well as a company 401k plan with employer match are also offered.

As an Exchange Bank Account Services Specialist, you have the opportunity to be part of a specialized team and provide support for internal and external clients. This team contributes to the operation of the bank by ensuring accuracy with internal documentation, account maintenance, and electronic banking while providing excellent customer service.

Essential Functions:
  • Perform duties for all branches by maintaining records in the following areas:
  • Debit/ATM card ordering
  • Customer identification information: Adding new customers, updating existing information
  • Deposit accounts/IRAs: Processing new accounts, updating existing accounts, rate modifications and offsets, complete requested maintenance
  • Safe deposit boxes: Adding new agreements, verifying agreements
    • Position Qualifications:
  • Minimum educational and experience requirements: Associate’s Degree or one to two years of related experience and/or training; or equivalent combination of education
  • Additional knowledge, skills and abilities:
  • Excellent communication and customer service skills.
  • Proven performance in problem solving and with maintaining/building customer relationships.
  • Excellent written and verbal communication skills, demonstrating tact and professionalism with coworkers
  • Excellent organizational skills and ability to complete work in a timely and accurate manner
  • Working knowledge of accounting principles, banking principles, and bank reporting requirements
  • Proficient in Microsoft Office programs including Outlook
  • Detail and deadline oriented
  • Software experience with Fiserv Precision/Director helpful.

    • Exchange Bank is an Equal Opportunity Employer, M/F/Disability/Protected Veteran

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