Banking Market Growth Specialist

Stockman Bank; Bozeman (MT); On-site; USD 52,000 - 72,000; Full time

Job summary

Stockman Bank in Bozeman, MT seeks a customer-focused banking professional to handle transactions, advise clients, and cross-sell financial products. You will build relationships with business and individual customers, ensuring accurate processing and compliant service.

Ideal candidates have a Bachelor's degree in business or finance, 2–4 years in financial services, strong communication, and a team-oriented approach, plus a valid driver's license.

Qualifications

• Bachelor's degree in business, finance, or equivalent.
• Two to four years of financial institution/customer service experience.
• Strong interpersonal and teamwork skills.
• Valid driver's license.

Responsibilities

• Maintain knowledge of deposits, loans and services.
• Sell financial products by assessing customer needs.
• Identify sales opportunities and cross-sell services.
• Collaborate with CSRs and Banking departments.
• Support eBiz, Small Business Banking and referrals.
• Understand loan products to match needs.
• Refer clients to Stockman Wealth Management and Stockman Insurance.

Skills

Customer service

Sales ability

Interpersonal skills

Teamwork

Communication

Problem solving

Education

Bachelor's degree in business/finance

Job description

Stockman Bank in Bozeman, MT seeks a customer-focused banking professional to handle transactions, advise clients, and cross-sell financial products. You will build relationships with business and individual customers, ensuring accurate processing and compliant service.

Ideal candidates have a Bachelor's degree in business or finance, 2–4 years in financial services, strong communication, and a team-oriented approach, plus a valid driver's license.