Frontline CSR: Build Relationships & Sell Financial Solutions

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

Job summary

Stockman-Bank-of-Montan is seeking a Customer Service Representative in Glendive, MT. The role is the front-line contact for New Accounts and customer service, requiring strong product knowledge to support customers and grow the bank’s business in the local community.

The CSR will handle in-person and telephone interactions, maintain knowledge of all account types and services, and identify opportunities to enroll customers in additional bank products. Training and compliance procedures apply.

Qualifications

• Strong commitment to providing exceptional customer service.
• NOTE: minimum responsibilities listed; other responsibilities may be requested by management.

Responsibilities

• Maintain knowledge of deposits, loans and on-deposit services by studying materials and updates.
• Sell multiple financial products and services by assessing customer needs (e.g., Transaction Accounts, IRA’s, Credit Cards).
• Cross-sell other Bank services and refer potential clients to the Investment Center.

Skills

Customer service

Education

High School diploma or equivalency

Job description

Stockman-Bank-of-Montan is seeking a Customer Service Representative in Glendive, MT. The role is the front-line contact for New Accounts and customer service, requiring strong product knowledge to support customers and grow the bank’s business in the local community.

The CSR will handle in-person and telephone interactions, maintain knowledge of all account types and services, and identify opportunities to enroll customers in additional bank products. Training and compliance procedures apply.