RECEPTIONIST

Stockman Bank of MontanaDillon, MT
Onsite

About The Position

This position is responsible for extensive customer contact, including phone and in person contact. In addition to handling customer traffic, the receptionist will make recommendations of additional products and referrals to the customers as well as leads to the bank officer. The receptionist is also responsible for following banking regulations and procedures while maintaining protection of the bank‘s assets.

Requirements

  • Strong commitment to providing exceptional customer service.
  • Good interpersonal/team skills with ability to develop effective working relationships.
  • High School diploma or equivalency.
  • Ten key proficiency.
  • Previous personal/computer experience.

Nice To Haves

  • Previous multi-line phone handling experience

Responsibilities

  • Greeting customers with respect and courtesy and directing them to the appropriate area of the bank.
  • Answering and directing all incoming calls.
  • Greeting and directing all customers.
  • Assisting customers with general account information.
  • Keeping the lobby waiting area neat and coffee, etc. filled.
  • Maintaining the employee break room, keeping supplies stocked and area neat.
  • Keeping brochures up to date and lobby and workroom supplies stocked, including maintenance of the rate board.
  • Photocopying material and distributing as requested.
  • Sorting and distributing mail. Preparing mail for evening pickup.
  • Assembling new account packets as needed.
  • Typing and filing as requested.
  • E-bank and telebank signups.
  • Sending “Thank you” notes for new accounts as defined by management; participating in customer service survey letter mailing.
  • Assigning pin numbers for ATM and Debit cards.
  • Processing changes of address and other customer requests.
  • Responsible for maintenance of the Christmas card list and other assigned customer service correspondence.
  • Filling copier, FAX, and main floor printers on a daily basis.
  • Primary responsibility for scanning of loan and deposit documents.
  • Promoting the improvement of Stockman Bank through quality customer service, promotion of products; professionalism in conduct and diligent work ethic.
  • Greeting all customers pleasantly and making them feel welcome and comfortable.
  • Handling transactions quickly and professionally.
  • Effectively handling customer questions and problems.
  • Using effective listening and observing skills to help identify and resolve customer needs.
  • Spotting sales opportunities and referring business consistently.
  • Cross-selling other services whenever the opportunity arises.
  • Keeping up to date on pricing and products.
  • Relaying customer comments and or complaints to the Operations Officer immediately.
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