New Accounts & Banking Service Specialist

Talentify; Billings (MT); On-site; USD 32,000 - 42,000; Full time

Job summary

Stockman Bank in Billings, MT seeks a Customer Service Representative to be the front line for New Accounts and servicing requests. You will use extensive product knowledge to develop new business through servicing customers, calling on existing clients, and representing the Bank in community activities.

This role involves in-person and telephone contact, with opportunities to cross-sell services and build strong customer relationships while upholding bank standards.

Qualifications

• Strong commitment to providing exceptional customer service.
• High School diploma or equivalency.
• Ten key proficiency.
• Previous computer experience.

Responsibilities

• Maintain extensive knowledge of deposits, loans, and services offered to support customer requests and new business development.
• Sell financial products and services by assessing customer needs and matching them to offerings.
• Refer potential clients to the Investment Center when appropriate.

Skills

Customer service

Ten key proficiency

Computer experience

Education

High School diploma or equivalency

Tools

ITI Teller Platform

Job description

Stockman Bank in Billings, MT seeks a Customer Service Representative to be the front line for New Accounts and servicing requests. You will use extensive product knowledge to develop new business through servicing customers, calling on existing clients, and representing the Bank in community activities.

This role involves in-person and telephone contact, with opportunities to cross-sell services and build strong customer relationships while upholding bank standards.