New Accounts & Customer Experience Specialist

Talentify; Great Falls (MT); On-site; USD 36,000 - 48,000; Full time

Job summary

Stockman Bank in Montana is seeking a Customer Service Representative to be the front line for New Accounts and Customer Service, building relationships with customers and representing the bank in community activities.

You will maintain product knowledge to service requests, call on customers, identify potential clients, and support the servicing of deposits, loans, and related on-deposit services. The role emphasizes accuracy, teamwork, and adherence to bank policies.

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 by studying materials and updates.
• Sell financial products to new and existing customers and assess customer needs.
• Spot sales opportunities and cross-sell other bank services as they arise.
• Refer potential clients to the Investment Center.
• Resolve customer account problems and verify data for reports.
• Answer incoming calls and monitor lobby traffic.

Skills

Customer service

Ten key proficiency

Computer skills

Sales/upselling

Education

High School diploma or equivalency

Tools

ITI Teller Platform

Job description

Stockman Bank in Montana is seeking a Customer Service Representative to be the front line for New Accounts and Customer Service, building relationships with customers and representing the bank in community activities.

You will maintain product knowledge to service requests, call on customers, identify potential clients, and support the servicing of deposits, loans, and related on-deposit services. The role emphasizes accuracy, teamwork, and adherence to bank policies.