New Accounts Representative

Glacier Bank • Bozeman, MT

12d • $19 • Onsite

About The Position

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.

Requirements

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

Nice To Haves

• Previous bank experience preferred.

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
• Employees are required to actively use the Service Pledge in all customer encounters.

Benefits

• 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.

What This Job Offers

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