Account Specialist - Marion, IN

About Our Opportunity

The Account Specialist delivers loan origination and servicing while providing responsive, solution-focused customer service and supporting strong portfolio performance. This role serves as a key partner for Financial Officers and customers by analyzing financial information, facilitating credit delivery, evaluating portfolio needs to identify cross-selling and marketing opportunities while deepening customer relationships.

This role contributes independently to routine and recurring work with growing confidence and consistency. It applies established procedures, manages assigned responsibilities effectively, and collaborates with others to support business outcomes. Team members at this level are expanding functional knowledge, strengthening judgment, and developing problem-solving skills within defined parameters.

How You Will Spend Your Time

• Creates a positive customer experience by providing timely, thorough, and responsive service across all business segments, including handling incoming calls, assisting walk-in customers, processing financial transactions and deposits, completing monetary accounting activities, and preparing reports while meeting internal deadlines. Supports operational continuity by assisting with office coverage, serving as a backup to other roles.
• Builds and maintains strong customer relationships by understanding customer goals, credit strengths and weaknesses, participating in active conversations, and occasionally supporting joint sales calls to enhance relationships.
• Interprets and evaluates customer financial information, asks probing follow up questions, and recommends appropriate products and services, including delivering loan decisions, conditions, and key talking points.
• Manages application, renewal, and loan servicing activities by obtaining required information, meeting with customers, entering financial data, and adhering to established targets, timelines, and procedures.
• Proactively evaluates portfolio and customer information to identify cross selling opportunities and partners with Financial Officers to plan and support marketing strategies.
• Utilizes technology, tools, and resources effectively to streamline operations, support customers, remain current on Association changes, and ensure compliance with regulatory and procedural guidelines to minimize risk.
• Completes routine assignments independently using established procedures and sound judgment.
• Applies working knowledge to resolve common issues and identifies when to seek guidance.
• Communicates clearly with teammates and internal partners to support coordinated work.
• Organizes workload to meet deadlines and deliver consistent, reliable outcomes.
• Contributes ideas that strengthen processes, accuracy, and effectiveness.
• Uses available tools and resources to resolve straightforward issues and improve confidence.

Education & Experience

• High School Diploma/GED with 5 years relevant experience required.
• Bachelor's Degree with 1 years relevant experience preferred.

Mental & Physical Requirements

While performing the responsibilities of this role, team members typically sit for extended periods, use hands for computer and office tasks, and communicate verbally. Standing or walking may be required on a frequent basis, with occasional reaching, lifting, or moving items weighing up to ten pounds. Vision requirements include close and distance vision. The work environment generally involves a moderate noise level.

This role requires sustained mental focus, problem-solving, and the ability to manage multiple tasks, with extended computer use common. Some positions may include additional physical or mental requirements related to driving, such as holding a valid driver’s license and the ability to travel long distances.
Reasonable accommodations will be considered to enable individuals to perform the essential functions of the role.