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Account Services Associate Jobs (NOW HIRING)

janney

$44K - $60K/yr

As a New Accounts Associate, you will play an integral role within ... the Account Services team by supporting and coordinating a wide range of activities related to ...

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How much do account services associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for account services associate in the United States is $22.07, according to ZipRecruiter salary data. Most workers in this role earn between $21.15 and $25.00 per hour, depending on experience, location, and employer.

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 are the key skills and qualifications needed to thrive as an Account Services Associate, and why are they important?

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.

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 cities are hiring for Account Services Associate jobs? Cities with the most Account Services Associate job openings:
What are the most commonly searched types of Account Services jobs? The most popular types of Account Services jobs are:
What states have the most Account Services Associate jobs? States with the most job openings for Account Services Associate jobs include:
Account Services Associate jobs near you
Infographic showing various Account Services Associate job openings in the United States as of May 2026, with employment types broken down into 80% Full Time, 16% Part Time, and 4% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $45,916 per year, or $22.1 per hour.
Deposit Account Services Specialist

Deposit Account Services Specialist

Civista Bank

Sandusky, OH

Other

Posted 11 days ago

Civista Bank rating

8.7

Company rating: 8.7 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

17th of 141 rated banks

Job description

Civista Bank
Description:

Position Purpose:

The DAS Specialist is responsible for supporting deposit account operations through accurate account maintenance, documentation review, quality control, and document retention activities. This position ensures customer accounts and related records are maintained in accordance with bank policy, regulatory requirements, and established service standards while providing timely support for internal partners and customer-facing teams.

Key Accountabilities:

  • Review, research, and complete maintenance requests for existing customer accounts, including helpdesk tickets, daily reports, and service-related updates.
  • Process dormant account forms, maintain related logs, and ensure appropriate follow-up in accordance with policy and procedure.
  • Establish, update, and maintain customer account alerts, messages, and selected Treasury Management products and services.
  • Process authorized monetary entries and other account adjustments accurately and within required service timeframes.
  • Review new and existing deposit account documentation for completeness, accuracy, and alignment with core system parameters.
  • Perform quality control reviews on account setups, renewals, and maintenance activities completed by other specialists to ensure consistency and compliance.
  • Retrieve and process applicable reports and requests related to IntraFi account activity, renewals, and documentation.
  • Receive, review, and validate legal and customer documents such as death certificates, guardianship papers, trust agreements, letters of authority, and powers of attorney to support accurate customer profiles and account records.
  • Index and retain customer documentation in the bank's document retention system in accordance with recordkeeping requirements.
  • Maintain logs and controls related to monetary instruments and returned customer items, including debit cards, interest checks, and tax documents received due to bad address.
Requirements:

Qualifications, Knowledge and Skills:

  • High school diploma or equivalent required; associate degree in business, finance, or a related field preferred.
  • Banking, deposit operations, retail banking, or related financial services experience preferred.
  • Experience reviewing documentation, performing quality control, and maintaining accurate records in a high-volume environment preferred.
  • Working knowledge of deposit products, account maintenance processes, and general banking regulations is helpful.
  • Strong attention to detail and ability to identify discrepancies in account records and documentation.
  • Ability to prioritize work, manage multiple requests, and meet deadlines in a fast-paced, time-sensitive environment.
  • Solid analytical, problem-solving, and decision-making skills.
  • Effective written and verbal communication skills with the ability to work collaboratively across departments.
  • Ability to handle sensitive customer and account information with a high degree of confidentiality and professionalism.
  • Proficiency with core banking systems and Microsoft Office applications, especially Outlook, Word, and Excel.

Physical Requirements:

  • Ability to view computer screens and read reports for long periods of time.
  • Ability to work under sometimes distracting work conditions.
  • Ability to move files of up to 15 lbs.
  • Ability to sit for long periods at a time.
  • Ability to travel to attend meetings or training.
EOE - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. Please see job description

PI284884380

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