Account Specialist

First Security Bank Bozeman; Bozeman (MT); On-site; USD 40,000 - 52,000; Full time

Job summary

First Security Bank Bozeman is seeking an Account Specialist at our South 19th Branch to greet customers, assess their needs and process new account transactions with accuracy.

You will cross-sell bank products, open/maintain/close accounts, and perform branch clerical duties while upholding service standards and regulatory compliance. A positive attitude and teamwork are valued as you support customers through online banking and payments.

Responsibilities

• Greeting all customers immediately meeting our Service Pledge standards.
• Build account relationships by effectively cross selling and referring additional products and services to the appropriate department.
• Know the features and benefits for all checking accounts, savings accounts, money market accounts, health savings accounts, individual retirement accounts, and certificate of deposit accounts.
• Accurately open any account with complete documentation and complete the follow up phone calls and thank you cards with the required timeframes.
• Actively participate in the High Performance Growth (HPG) program including Branch HPG displays, Big Days, and Tell a Friend program. HPG inventory is maintained and RMS reporting is submitted weekly.
• Know how to use and set up Online banking, Bill Pay and E-statements to be able to assist a customer. Order and follow-up on all check orders with check provider. Process Wire Transfers, and Safe Deposit Clerk.
• Follow up with customer(s) to complete pending items within the 30 day required period. Complete the necessary CIF maintenance when account relationships change. Issue and perform maintenance on VISA Instant Issue and Check Cards.

Job description

About The Role

Take your career to the next level with First Security Bank as an Account Specialist at our South 19th Branch location. Greet customers with a smile, assess and fill their needs in a professional manner. Responsible for processing all new account transactions; assisting customers in their selection of various accounts and financial services; cross selling the Bank's products and services; opening, mantaining, and closing of all account types; performing branch clerical duties;promotes business for the Bank. The Account Specialist demonstrates a high degree of accountability while delivering superb customer service.

DUTIES AND RESPONSIBILITIES

• Greeting all customers immediately meeting our Service Pledge standards.
• Build account relationships by effectively cross selling and referring additional products and services to the appropriate department.
• Know the features and benefits for all checking accounts, savings accounts, money market accounts, health savings accounts, individual retirement accounts, and certificate of deposit accounts.
• Accurately open any account with complete documentation and complete the follow up phone calls and thank you cards with the required timeframes. Complete MSB due diligence questions within streamline.
• Actively participate in the High Performance Growth (HPG) program including Branch HPG displays, Big Days, and Tell a Friend program. HPG inventory is maintained and RMS reporting is submitted weekly.
• Know how to use and set up Online banking, Bill Pay and E-statements to be able to assist a customer. Order and follow-up on all check orders with check provider. Process Wire Transfers, and Safe Deposit Clerk.
• Follow up with customer(s) to complete pending items within the 30 day required period. Complete the necessary CIF maintenance when account relationships change. Issue and perform maintenance on VISA Instant Issue and Check Cards.
• Make the determination when a check is deposited into a new checking account if it will require a Reg CC Hold and be able to explain this to the customer. Be able to explain all new account disclosures associated with each retail product.
• Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Must complete the assigned online training courses and achieve a passing score by due date.
• Regular and predictable attendance to accomplish job duties and provide in-p