Banking Customer Experience Specialist

Stockman-Bank-of-Montan; Great Falls (MT); On-site; USD 32,000 - 46,000; Full time

Job summary

Stockman Bank of Montana in Great Falls, MT is seeking a Customer Service Representative to be the front line for new accounts and customer service, handling in-person and phone inquiries, and supporting bank marketing efforts in the community.

The role requires a high school diploma, strong commitment to customer service, and 1–2 years in a financial institution or customer service; preferred familiarity with bank operations and deposit products; training provided.

Qualifications

• Strong commitment to providing exceptional customer service.
• High School diploma or equivalency.
• 1–2 years previous financial institution/customer service experience (preferred).

Responsibilities

• Maintain extensive knowledge of deposits, loans and on-deposit services by studying product information and staying updated on procedures.
• Sell multiple financial products and services to new and existing customers by assessing needs and recommending solutions (e.g., deposits, IRA’s, credit cards).
• Spot sales opportunities and cross-sell other bank services as they arise; refer potential clients to Investment Center.

Skills

Customer service

Bank operations knowledge

Education

High School diploma or equivalency

Job description

Stockman Bank of Montana in Great Falls, MT is seeking a Customer Service Representative to be the front line for new accounts and customer service, handling in-person and phone inquiries, and supporting bank marketing efforts in the community.

The role requires a high school diploma, strong commitment to customer service, and 1–2 years in a financial institution or customer service; preferred familiarity with bank operations and deposit products; training provided.