Account Specialist: Client Banking & Cross-Sell Pro

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

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.