First Western Bank · 3 weeks ago
Customer Relations Representative
Minot, ND
Full-time
Onsite
Entry Level
1+ years expFirst Western Bank & Trust is seeking a Customer Relations Representative to establish and develop relationships with consumers and business customers. The role focuses on providing excellent customer service, managing accounts, and identifying customer needs to offer appropriate banking products and services.
BankingFinanceFinancial Services
Responsibilities
Establish and develop relationships with new and current consumer and business customers in support of First Western Bank & Trust’s sales and service objectives while adhering to the bank’s culture of customer service excellence
Provide excellent customer service by greeting customers in person or on the phone in a timely, courteous, and professional manner
Properly identify each customer in accordance with bank policy and uphold confidentiality of customer and proprietary information
Establish solid relationships with new and current consumer and business customers through identifying needs, providing the best bank products and services for customer’s financial needs, and using cross-sell and referral opportunities
Open and manage consumer accounts including Individual Retirement Accounts; Health Savings Accounts; checking, savings, money market, certificates of deposit, and safe deposit accounts
Open and manage business accounts including checking, savings, money market, certificates of deposit, and safe deposit accounts
Assist customers with account maintenance; includes name changes, address changes, deposit product changes, and CD renewals, and signer changes for business accounts
Assist customers with debit card maintenance; includes create instant issue cards as needed, create disputes for erroneous transactions, apply limit changes, research transaction issues
Assist customer with credit card maintenance; includes card issuance as needed, create disputes for erroneous transactions, research transaction issues, answer general questions, apply payments received
Qualification
Required
High School diploma or general education degree (GED) required
Knowledge of customer service principles and practices
Knowledge of administrative and clerical procedures
Must be a team player with excellent interpersonal skills
Strong written and oral communication skills
Active listening skills
Proven customer service skills
Must be detail oriented
Able to work under minimal supervision
Stay poised under pressure
Manage multiple tasks at one time
Interact with co-workers and customers in a professional manner
Must have proficient spoken and written English language skills
Must have cash handling, general math, and computer skills
Preferred
One year of banking experience
Benefits
Paid Vacation
Sick Leave and Holidays
Health Insurance
Dental Insurance
Vision Insurance
401k with matching contributions
Volunteer Paid Time Off
Banking Benefits
And more!
Company
First Western Bank
First Western Bank strives to be the premier bank and financial service provider in the communities we serve by building strong customer relationships, providing great customer service, offering diverse financial products and maintaining knowledgeable, friendly professional employees.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Amy Makeeff
Chief Credit Officer
Jack Nicholson
Assistant Chief Credit Officer
Company data provided by crunchbase