CUSTOMER SERVICE REPRESENTATIVE

Stockman Bank of Montana • Cut Bank, MT

2h • Onsite

About The Position

This position serves as the Office’s front line for New Accounts and Customer Service. It demands extensive product knowledge to facilitate frequent customer interactions, drive new business through service requests, engage with existing customers, identify and contact potential customers, and represent the Bank in community activities. The role requires a comprehensive understanding of all accounts, services, and products offered and sold. The Customer Service Representative (CSR) will have significant in-person and telephone contact, and is expected to manage relationships in a manner that enhances the Bank's professional image, community focus, and overall marketing efforts.

Requirements

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

Nice To Haves

• Previous Bank Operations knowledge and skills
• 1-2 years previous financial institution/customer service experience
• Previous experience using ITI Teller Platform

Responsibilities

• Support frequent customer contact in the development of new business through the servicing of requests
• Call on existing customers
• Identify and call on potential customers
• Represent the Bank in community activities
• Maintain an extensive knowledge of deposits, loan and on-deposit services offered by Stockman Bank by studying product information, bulletins, regulations and updates
• Attend periodic training sessions and stay abreast of new procedures, marketing techniques, rules and regulations
• Sell multiple financial products and services to new and existing customers by assessing customer needs and determining which financial services can best satisfy those needs, including Transaction Accounts, Safe Deposit Boxes, IRA’s, Trusts, Savings Accounts, Direct Deposit Enrollment, ATM Cards, Wire Transfers, and Credit Cards
• Spot sales opportunities and cross-sell other Bank services as they arise
• Refer potential clients to the Investment Center

What This Job Offers

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