Bank CSR: Front-Line Growth & Product Expert

Stockman-Bank-of-Montan; Billings (MT); On-site; USD 32,000 - 42,000; Full time

Job summary

Stockman-Bank-of-Montan is seeking a Customer Service Representative to be the office's front line for New Accounts and Customer Service. The role requires deep product knowledge to service requests, call on customers, and represent the Bank in the community.

Preferred candidates have bank operations knowledge and 1–2 years in a financial institution or customer service role. The position emphasizes in-person and telephone contact to support growth and client relationships.

Qualifications

• Strong commitment to providing exceptional customer service.
• High School diploma or equivalency required.
• Preferred: Previous bank operations knowledge.
• Preferred: 1–2 years in financial institution/customer service.

Responsibilities

• Maintain extensive knowledge of deposits, loan and on-deposit services offered by Stockman Bank.
• Sell multiple financial products and services to new and existing customers by assessing needs.
• Spot sales opportunities and cross-sell other Bank services as they arise.
• Refer potential clients to the Investment Center.

Skills

Customer service

Education

High School diploma or equivalency

Job description

Stockman-Bank-of-Montan is seeking a Customer Service Representative to be the office's front line for New Accounts and Customer Service. The role requires deep product knowledge to service requests, call on customers, and represent the Bank in the community.

Preferred candidates have bank operations knowledge and 1–2 years in a financial institution or customer service role. The position emphasizes in-person and telephone contact to support growth and client relationships.