Banking Account Specialist: Open Accounts & Transfers

Bozeman Chamber; Bozeman (MT); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

HSA/FSA

401(k)

Paid time off

Holidays

Bonus program

Wellness program

Annual reviews

Job summary

A well-established local bank in Bozeman is hiring an Account Specialist to help customers in person and over the phone. You’ll assist with opening and managing accounts, processing wires and check orders, and setting up online banking and debit cards.

Follow-up calls to new account customers are part of the role. Typical schedule is Monday–Friday with weekends off, and pay ranges from $18 to $22 per hour depending on experience.

Qualifications

• Customer service and clerical experience required; banking experience preferred.
• Strong typing and Microsoft Office skills are also needed.
• Applicants must have a high school diploma or GED and pass a background check and credit check.

Responsibilities

• Help customers open and manage accounts,
• Process wire transfers and check orders, set up online banking and debit cards,
• Make follow-up calls to new account customers.

Skills

Customer service

Clerical experience

Strong typing

Microsoft Office

Education

High school diploma or GED

Tools

Microsoft Office Suite

Job description

A well-established local bank in Bozeman is hiring an Account Specialist to help customers in person and over the phone. You’ll assist with opening and managing accounts, processing wires and check orders, and setting up online banking and debit cards.

Follow-up calls to new account customers are part of the role. Typical schedule is Monday–Friday with weekends off, and pay ranges from $18 to $22 per hour depending on experience.