We are looking for an Account Specialist to join a financial services team in Sunnyvale, California on a contract basis with the potential for a permanent position. This position is well suited for someone who has supported customer accounts in a banking, credit union, or related financial environment and is comfortable managing sensitive financial records with accuracy. The role focuses on deposit-related account support, transactional processing, and document handling while maintaining strong adherence to established policies and compliance standards.
Responsibilities:
- Manage daily account service activities, including updates to customer profiles, maintenance requests, and support for deposit-related products.
- Process and review transactions involving IRAs, CDs, wire activity, and other banking services with close attention to accuracy and timeliness.
- Maintain organized financial documentation and verify that records meet internal controls and regulatory expectations.
- Support account operations by resolving service issues, researching discrepancies, and coordinating follow-up on outstanding items.
- Perform account balancing and reconciliation tasks to help ensure transaction integrity and accurate customer records.
- Assist with billing, receivable, payable, and related accounting support functions as needed within the scope of the role.
- Apply credit union or banking policies consistently when handling account requests, transactions, and documentation.
- Partner with internal teams to provide efficient service across deposit operations, personal banking support, and account administration.
- Prior experience in banking, credit union, or financial services is strongly preferred.
- Hands-on knowledge of IRA accounts, certificates of deposit, and general account maintenance processes.
- Familiarity with wire transfer processing and related transactional procedures.
- Background in deposit operations, account services, or personal banking support.
- Experience handling financial records and working within compliance-driven processes.
- Working knowledge of account reconciliation, billing, and basic accounting activities.
- Ability to manage detailed work accurately while following established policies and service standards.
- No licenses are required for this position.