CUSTOMER SERVICE REPRESENTATIVE

Stockman Bank; Glendive (MT); On-site; USD 30,000 - 42,000; Full time

Job summary

Stockman Bank in Glendive, MT seeks a Customer Service Representative to manage the front desk and serve customers both in person and by phone. You will learn and promote deposit, loan and on-deposit services while supporting community outreach and new business growth.

The role emphasizes delivering exceptional customer service, handling routine transactions, and identifying opportunities to introduce additional banking services to clients.

Qualifications

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

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 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

Communication skills

Education

High School diploma

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 Glendive, Glendive, MT, US 1 Attachments

2 days ago Requisition ID: 4386

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.