Account Processing Specialist II

Rockland Trust is a full service commercial bank and financial services company committed to helping our neighbors reach their financial goals.

Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision making, and community impact.

With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank.

Our long standing philosophy—Where Each Relationship Matters®—guides how we work with our customers, colleagues, and communities every day.

At Rockland Trust, our employees are at the heart of our success.

We foster a collaborative, inclusive, and values driven culture that encourages professional growth, innovation, and work life balance.

We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long term careers.
 

Rockland Trust is currently seeking an Account Processing Specialist II for our Plymouth office.  This position focuses on the accuracy and verification of all new accounts and provides operational support to the Deposits Department and the Retail Branch network. 

This position will be responsible with assisting in the daily operations of all phases of Account Processing including but not limited to Certificates of Deposits, interest adjustments, change of addresses, operational support for CDAR and ICS processing and Electronic Account Opening.

This position requires a great deal of verbal and written communication with both internal and external customers.

Primary Duties and Responsibilities:


* Perform all operational support for Certificates of Deposits, i.e.

process renewals, daily pending, and verification of all transactions, collateral holds and unposted items.


* CDAR and ICS processing.


* Verification of all new accounts for proper set up and related paperwork and regulatory compliance.


* Process all title change requests.


* Perform maintenance to the RMS system.


* Process address change requests.


* Process all accounts opened online.


* Scan, index and verify all paperwork to the Doc Viewer system.


* Monitor all Contact Notes and process accordingly.


* These include combined statement requests, address changes, closed accounts, and type changes.

Verify daily, monthly and quarterly reports related to various jobs.


* Perform interest adjustments.


* Assist manager with annual processes B Notices, Abandoned Property, W8 Ben recertification.

Additional Responsibilities Include:


* Verify daily, monthly and quarterly reports related to various jobs


* Perform interest adjustments


* Process closed accounts


* Process C Notices


* Support Branch, CIC and customers with inquiries


* Process Opt In/...