CUSTOMER SERVICE REPRESENTATIVE

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

CUSTOMER SERVICE REPRESENTATIVE

Regular Full-Time 5 ADMINISTRATIVE Billings Downtown, Billings, MT, US 1 Attachments

21 days ago Requisition ID: 4367

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.