CUSTOMER SERVICE REPRESENTATIVE

Stockman-Bank-of-Montan; Billings (MT); On-site; USD 32,000 - 42,000; Full time

Job summary

Stockman-Bank-of-Montan is seeking a Customer Service Representative to be the office's front line for New Accounts and Customer Service. The role requires deep product knowledge to service requests, call on customers, and represent the Bank in the community.

Preferred candidates have bank operations knowledge and 1–2 years in a financial institution or customer service role. The position emphasizes in-person and telephone contact to support growth and client relationships.

Qualifications

• Strong commitment to providing exceptional customer service.
• High School diploma or equivalency required.
• Preferred: Previous bank operations knowledge.
• Preferred: 1–2 years in financial institution/customer service.

Responsibilities

• Maintain extensive knowledge of deposits, loan and on-deposit services offered by Stockman Bank.
• Sell multiple financial products and services to new and existing customers by assessing needs.
• Spot sales opportunities and cross-sell other Bank services as they arise.
• Refer potential clients to the Investment Center.

Skills

Customer service

Education

High School diploma or equivalency

Job description

CUSTOMER SERVICE REPRESENTATIVE

5 ADMINISTRATIVE Billings, MT, US 1 Attachments

Position General Responsibilities:

This position is the Office's front line with regard to New Accounts and Customer Service. It requires extensive product knowledge to support frequent customer contact in the development of new business through the servicing of requests, calling on existing customers, identification and calling on potential customers, and representing the Bank in community activities.

Employees Supervised:

None.

Education, Experience and Certification Requirements

Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

Basic Qualifications:

• 1. Strong commitment to providing exceptional customer service.
• 2. High School diploma or equivalency.

Preferred:

• 1. Previous Bank Operations knowledge and skills.
• 2. 1-2 years previous financial institution/customer service experience

Dimension of Job:

The position requires a thorough knowledge of all types of accounts, services and products offered and sold. The Customer Service Representative (CSR) will have extensive in-person and telephone contact and is to conduct relationships in a manner that will enhance the professional, community focused and overall marketing effort of the Bank.

Position Specific Responsibilities, Duties and Competencies

• Maintain an extensive knowledge of deposits, loan and on-deposit services offered by Stockman Bank by studying product information, bulletins, regulations and updates. Attend periodic training sessions and stay abreast of new procedures, marketing techniques, rules and regulations.
• 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. Products include but are not limited to:

• * Transaction Accounts * Safe Deposit Boxes
• * IRA's * Trusts
• * Savings Accounts * Direct Deposit Enrollment
• * ATM Cards * Wire Transfers
• * Credit Cards

• Spot sales opportunities and cross-sell other Bank services as they arise.
• Refer potential clients to the Investment Center.

For full description, which includes physical mental demands please see attachment.