Banking Customer Experience Specialist

Stockman Bank; Miles City (MT); On-site; USD 32,000 - 48,000; Full time

Job summary

Stockman Bank in Miles City, MT seeks a Customer Service Representative to be the office’s front line for new accounts and customer service. The role requires extensive product knowledge to support frequent customer contact, calls on existing and potential customers, and active participation in community activities.

Preferred candidates have 1–2 years in financial institution/customer service, strong service orientation, and a high school diploma or equivalent.

Qualifications

• Strong commitment to exceptional customer service.
• High School diploma or equivalency.
• 1-2 years banking or customer service experience preferred.

Responsibilities

• Maintain extensive knowledge of deposits, loans, and on-deposit services offered by Stockman Bank; attend training and stay updated on regulations.
• Sell multiple financial products by assessing customer needs (e.g., Transaction Accounts, IRA, Trusts, Direct Deposit Enrollment, ATM Cards, Wire Transfers, Credit Cards).
• Spot sales opportunities and cross-sell other bank services; refer clients to Investment Center.

Skills

Customer service

Bank operations

Sales cross-sell

Relationship building

Education

High School diploma or equivalency

Job description

Stockman Bank in Miles City, MT seeks a Customer Service Representative to be the office’s front line for new accounts and customer service. The role requires extensive product knowledge to support frequent customer contact, calls on existing and potential customers, and active participation in community activities.

Preferred candidates have 1–2 years in financial institution/customer service, strong service orientation, and a high school diploma or equivalent.