CUSTOMER SERVICE REPRESENTATIVE

Stockman Bank; Miles City (MT); Sur place; USD 32 000 - 48 000; Plein temps

Résumé du poste

Stockman Bank in Miles City, MT seeks a Customer Service Representative to be the office’s front line for new accounts and customer service. The role requires extensive product knowledge to support frequent customer contact, calls on existing and potential customers, and active participation in community activities.

Preferred candidates have 1–2 years in financial institution/customer service, strong service orientation, and a high school diploma or equivalent.

Qualifications

• Strong commitment to exceptional customer service.
• High School diploma or equivalency.
• 1-2 years banking or customer service experience preferred.

Responsabilités

• Maintain extensive knowledge of deposits, loans, and on-deposit services offered by Stockman Bank; attend training and stay updated on regulations.
• Sell multiple financial products by assessing customer needs (e.g., Transaction Accounts, IRA, Trusts, Direct Deposit Enrollment, ATM Cards, Wire Transfers, Credit Cards).
• Spot sales opportunities and cross-sell other bank services; refer clients to Investment Center.

Connaissances

Customer service

Bank operations

Sales cross-sell

Relationship building

Formation

High School diploma or equivalency

Description du poste

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

Miles City Employees 5 ADMINISTRATIVE Miles City, MT, US 1 Attachments

4 days ago Requisition ID: 4432

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.