New Accounts Representative

First Security Bank Bozeman; Bozeman (MT); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Paid time off

Job summary

First Security Bank Bozeman is seeking an Accounts Specialist for the Cottonwood Branch. You will greet customers, assess needs, and open new accounts with accurate documentation while ensuring service excellence.

You will help customers choose from checking, savings, money market, IRA, and CD options, and support online banking setup and cross-selling activities. Strong communication and accuracy are essential.

Qualifications

• High School diploma or equivalent.
• Customer service and clerical experience.
• Previous bank experience preferred.

Responsibilities

• Greet customers and assist with account needs while following service pledge.
• Open and process new accounts with complete documentation.
• Explain features of checking, savings, money market, IRA, and CDs.
• Process wires, checks, and card issuance; assist with online banking setup.
• Maintain compliance with BSA, Patriot Act, and OFAC.
• Support referrals and cross-selling efforts across branches.

Skills

Customer service

Cross-selling

Communication

Attention to detail

Education

High School diploma or equivalent

Tools

Net Teller

Bill Pay

E-statements

VISA Instant Issue

Check Cards

Job description

About The Role

Passionate, warm, inspiring? Raise your hand if that's you! First Security Bank is hiring an Accounts Specialist to join our Cottonwood Branch Team. Greet customers with a smile, assess and fill their needs in a professional manner. Responsible for processing all new account transactions; assisting customers in their selection of various accounts and financial services. The Account Specialist demonstrates a high degree of accountability while delivering superb customer service.

DUTIES AND RESPONSIBILITIES:

Greeting all customers immediately meeting our Service Pledge standards. Build account relationships by effectively cross selling and referring additional products and services to the appropriate department.

Know the features and benefits for all checking accounts, savings accounts, money market accounts, health savings accounts, individual retirement accounts, and certificate of deposit accounts.

Accurately open any account with complete documentation and complete the follow up phone calls and thank you cards with the required timeframes. Complete MSB due diligence questions within streamline.

Actively participate in the High Performance Growth (HPG) program including Branch HPG displays, Big Days, and Tell a Friend program. HPG inventory is maintained and RMS reporting is submitted weekly.

Know how to use and set up Net Teller (online banking), Bill Pay and E-statements to be able to assist a customer. Order and follow-up on all check orders with check provider. Process Wire Transfers, and Safe Deposit Clerk.

Follow up with customer(s) to complete pending items within the 30 day required period. Complete the necessary CIF maintenance when account relationships change. Issue and perform maintenance on VISA Instant Issue and Check Cards.

Make the determination when a check is deposited into a new checking account if it will require a Reg CC Hold and be able to explain this to the customer. Be able to explain all new account disclosures associated with each retail product.

Basic knowledge of compliance and regulatory issues. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Must complete the assigned online training courses and achieve a passing score by due date.

Regular and predictable attendance to accomplish job duties and provide in-person contact with customers.

Other miscellaneous duties as assigned

Service Pledge:

• Smile
• Eye Contact
• Refer to Customer by name
• Variable Options
• Instant Acknowledgement
• Customers Always Come First
• End with "Thank you"

About You

QUALIFICATIONS:

• High School diploma or equivalent.
• Customer service and clerical experience.
• Previous bank experience preferred.

KNOWLEDGE, SKILL, ABILITY:

• Work in a professional manner and consistently demonstrate courtesy, customer service, and tact in a fast-paced/deadlines oriented environment.
• Effectively sell and cross sell the services and accounts offered by the Bank. Be able to maintain a pleasant, helpful demeanor toward customers and personnel.
• Follow written and oral instructions.
• Working knowledge of Bank products and services.
• Communicate effectively, verbally, and in writing.
• Anticipate, Identify and resolve problems.
• Work well under pressure; meet multiple and sometimes competing deadlines; ensure work is completed accurately and on time.
• Work independently and as an active team member by sharing and accepting suggestions and idea

WORK ENVIRONMENT:

The work environment consists of working primarily indoors, working with others and working around others. The noise level in the work environment is usually moderate.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include: The employee may be required to move up to 25 pounds periodically.

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

What We Offer

COMPENSATION & BENEFITS:

Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details

We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.