New Account Representative

Glacier Bank • Torrington, WY

276d

About The Position

The New Accounts Representative will greet customers with a smile, assess and fill their needs in a professional manner. This person must have the ability to communicate effectively while working quickly and accurately. Employee will have extensive contact with customers, vendors, the general public, and bank staff and will interact in a professional and courteous manner, and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank.

Requirements

• High School Diploma or Equivalent
• Customer service experience required

Nice To Haves

• A moderate level of banking knowledge preferred
• Cash handling experience preferred

Responsibilities

• Opens Basic New Account Types - Single Party, Multiple Party, POD, POA, Minor and Foreign Individual Accounts
• Opens Advanced New Account Types - CD's, Safe Deposit Box, Health Savings, Medical Savings, Trusts, Estates, Conservatorships, Rep Payee, and VA Benefit Accounts
• Opens Business New Account Types - Sole Proprietorship, LLC, Corporations, Partnerships, Org/Lodge/Associations, IOLTA, Girl Scout Accounts, CD and Safe Deposit Boxes for businesses
• Completes Name Changes
• Adds and Removes Relationships on Business Accounts
• Removes Relationships on Personal Accounts due to Death
• Adding Relationships to Personal Accounts
• Opens IRA's and understands plan types, proper forms, and what to look for
• Completes Domestic Wire requests
• Completes Foreign Wire requests
• Has ability to scan and work documents using Synergy Capture and ability to view documents using Synergy User Client
• Completes the following documents using Streamline: Deposit Closed Account Document, Customer Information Change Card, Change of Address Form, Affidavit of Unauthorized/Improper ACH, Affidavit of Alteration, Unauthorized RCC Affidavit, Stop Payments, Automatic Funds Transfers, and builds ATM/Debit Cards
• Has ability to order checks through Harland Clarke
• Knows how and when to place a hold on a check
• Has ability to print ATM/Debit cards in CardWizard
• Has ability to balance and post ATM/Debit cards via CardWizard
• Knows how to change debit card status from 'Active' to 'Hot Card' or 'Warm Card'
• Knowledge of Health Savings and Medical Savings Accounts, Certificates of Deposit, Business E-banking, and Cash Management
• Properly fills out Fraud & Non-Fraud Debit Card Disputes and ATM Disputes
• Successfully uses Haberfeld brochure to select the right account type for customers
• Knows how to use and find information in Silverlake, Vertex, NetTeller, and Passport
• Knows where all logs can be found in the branch and what each log is used for
• Knows and understands Regulations: D, DD, E, CC, OFAC, Privacy, CIP, and BSA
• Knowledge of the Personal and Business Account Types, Online Banking, Bill Pay and Mobile Check Deposit
• Knows proper process and what is needed to let a customer into a Safe Deposit Box
• Demonstrates and understands importance of clean desk policy, customer confidentiality, and locking workstation
• Knows when dual control is necessary and demonstrates dual control appropriately from start to finish
• Knows the proper process for working with a dormant/escheat account
• Knows how to properly ID/Verify customers
• Reads Account and Customer Alert Messages every time and understands the importance of doing so
• Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Health savings account option
• Employee Assistance Program (EAP)
• Health rewards program
• 401(k) retirement savings plan
• Discounts on banking products and services
• Paid sick time
• Paid holiday time
• Paid vacation time

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED