New Accounts & Customer Service Pro

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

Job summary

Stockman Bank in Great Falls, MT is seeking a Customer Service Representative to act as the front line for new accounts and customer service. The role involves in-person and telephone contact, assisting customers with deposits and services, and cross-selling bank products.

Required: High School diploma or equivalent; 1-2 years of financial institution/customer service experience preferred. Knowledge of deposits, loans, and related products is essential.

Qualifications

• Strong commitment to providing exceptional customer service.
• High School diploma or equivalency.
• Previous Bank Operations knowledge and skills preferred.
• 1-2 years previous financial institution/customer service experience preferred.

Responsibilities

• Maintain extensive knowledge of deposits, loan and on-deposit services offered by Stockman Bank. Attend training and stay updated on procedures and laws.
• Sell multiple financial products to new and existing customers by assessing needs; products include 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.

Skills

Customer service

Sales

Communication

Education

High School diploma or equivalent

Job description

Stockman Bank in Great Falls, MT is seeking a Customer Service Representative to act as the front line for new accounts and customer service. The role involves in-person and telephone contact, assisting customers with deposits and services, and cross-selling bank products.

Required: High School diploma or equivalent; 1-2 years of financial institution/customer service experience preferred. Knowledge of deposits, loans, and related products is essential.