Account Specialist — Customer Banking Pro (Weekends Off)

Talentify; Bozeman (MT); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Weekends off

Dedicated parking

Job summary

First Security Bank is hiring an Account Specialist in Bozeman, MT. You will greet customers, assess needs, and open accounts with proper documentation while delivering excellent service. You will cross-sell products and help customers select suitable banking solutions in a fast-paced, friendly setting.

Responsibilities include processing new accounts, handling online banking tools, and ensuring regulatory compliance. This role emphasizes accuracy, courtesy, and timely follow-up with clients.

Qualifications

• High School diploma or equivalent.
• Customer service and clerical experience.
• Previous bank experience preferred.

Responsibilities

• Greet customers and build account relationships through cross selling.
• Know features/benefits of checking, savings, money market, HSA, IRA, and CDs.
• Open accounts with complete documentation and follow up on items.

Skills

Customer service

Cross selling

Microsoft Office

Typing

Communication

Problem solving

Education

High School diploma or equivalent

Tools

Net Teller

Bill Pay

E-statements

Visa Instant Issue

Job description

First Security Bank is hiring an Account Specialist in Bozeman, MT. You will greet customers, assess needs, and open accounts with proper documentation while delivering excellent service. You will cross-sell products and help customers select suitable banking solutions in a fast-paced, friendly setting.

Responsibilities include processing new accounts, handling online banking tools, and ensuring regulatory compliance. This role emphasizes accuracy, courtesy, and timely follow-up with clients.