Account Specialist - Banking (Weekends Off, Parking)

Gbcijobs; Bozeman (MT); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Weekend off

Dedicated parking

Job summary

First Security Bank is seeking an Account Specialist in Bozeman to greet customers, assess needs, and open new accounts with precision. You will help customers choose checking, savings, and other financial services, while ensuring compliance with banking regulations.

Ideal candidates have strong clerical and customer service experience, basic MS Office skills, and a commitment to the bank's Service Pledge. Weekend off and dedicated parking are offered.

Qualifications

• High School diploma or equivalent required.
• Customer service and clerical experience preferred.
• Previous bank experience considered a plus.

Responsibilities

• Greet customers and assess their needs, delivering courteous service.
• Explain features of checking, savings, money market, CDs, and other accounts.
• Open accounts with complete documentation and follow up on required steps.
• Follow Bank Secrecy Act and Patriot Act requirements and complete online training.
• Cross-sell bank products and participate in the bank's service pledge program.

Skills

Customer service

Clerical experience

Strong typing

Effective communication

Education

High School diploma or equivalent

Tools

Microsoft Office

Job description

First Security Bank is seeking an Account Specialist in Bozeman to greet customers, assess needs, and open new accounts with precision. You will help customers choose checking, savings, and other financial services, while ensuring compliance with banking regulations.

Ideal candidates have strong clerical and customer service experience, basic MS Office skills, and a commitment to the bank's Service Pledge. Weekend off and dedicated parking are offered.