Account Specialist

Glacier Bancorp, Inc. • Bozeman, MT

115d

About The Position

First Security Bank is hiring an Accounts Specialist to join our dynamic team in beautiful downtown Bozeman. We're looking for a friendly and detail-oriented individual to 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.

Requirements

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

Nice To Haves

• Working knowledge of Bank products and services.

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.
• Maintain HPG inventory and submit RMS reporting weekly.
• Know how to use and set up Net Teller (online banking), Bill Pay and E-statements to assist customers.
• Order and follow-up on all check orders with check provider.
• Process Wire Transfers, and act as 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.
• Determine if a check deposited into a new checking account requires a Reg CC Hold and explain this to the customer.
• Explain all new account disclosures associated with each retail product.
• Have basic knowledge of compliance and regulatory issues.
• 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.
• Complete 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.
• Perform other miscellaneous duties as assigned.

Benefits

• Medical, dental, vision, and life insurance.
• Health savings account option.
• Employee Assistance Program (EAP).
• Health rewards program.
• Retirement savings plan, including 401(k) and Profit-Sharing plans.
• Short and long-term disability benefits.
• Education and training benefits.
• Discounts on banking products and services.
• Generous Paid Time Off (PTO) plan and paid holidays.

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees