Banking Services Specialist – Customer Experience & Sales

Stockman-Bank-of-Montan; Billings (MT); On-site; USD 38,000 - 52,000; Full time

Job summary

Stockman Bank in Billings, MT, is seeking a Customer Service Representative to serve as the front line for New Accounts and Customer Service. The role involves extensive product knowledge, in-person and telephone contact, and contributing to the bank’s community-focused efforts.

The CSR will develop relationships, support the servicing of requests, and identify opportunities to grow business while maintaining excellent customer service standards.

Qualifications

• Strong commitment to providing exceptional customer service.
• High School diploma or equivalency.
• Previous Bank Operations knowledge and skills (preferred).
• 1-2 years customer service experience in a financial institution (preferred).

Responsibilities

• Maintain extensive knowledge of deposits, loan and on-deposit services offered by Stockman Bank by studying product information, bulletins, regulations and updates.
• Sell multiple financial products and services to new and existing customers by assessing customer needs and determining which financial services can best satisfy those needs.
• Spot sales opportunities and cross-sell other Bank services as they arise.
• Refer potential clients to the Investment Center.

Skills

Customer service

Sales

Education

High School diploma or equivalency

Job description

Stockman Bank in Billings, MT, is seeking a Customer Service Representative to serve as the front line for New Accounts and Customer Service. The role involves extensive product knowledge, in-person and telephone contact, and contributing to the bank’s community-focused efforts.

The CSR will develop relationships, support the servicing of requests, and identify opportunities to grow business while maintaining excellent customer service standards.