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First State Bank of Wyoming · 17 hours ago

New Account Representative

Torrington, WY

Full-time

Onsite

New Grad, Entry Level

First State Bank of Wyoming is seeking a New Account Representative to greet and assist customers in a professional manner. The role involves opening various types of accounts, handling customer requests, and ensuring compliance with banking regulations.

BankingFinanceFinancial Services

No H1B

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, inperson contact with customers

Participate in Community Service and Bank-sponsored activities that serve and support the mission and values of First State Bank

Provide superior internal and external customer service: must demonstrate self-governance, courtesy and respect toward external customers as well as internal customers (all organization personnel)

All employees are accountable for compliance with applicable laws and regulations when performing their job duties. Each employee is expected to participate in required training to become familiar with the legal and regulatory requirements affecting his or her job responsibilities. It is the affirmative duty of each employee to carry out these responsibilities at all times in a manner that complies with all applicable legal and regulatory requirements, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Represent First State Bank in a professional manner which includes a professional image, confidentiality, a positive 'can-do' attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs

Keep work area tidy and maintain customer privacy

Complete required bank and OnCourse training courses within assigned time frame(s)

Back up teller as needed

Additional duties as requested or assigned

Qualification

Customer serviceBanking knowledgeCash handlingTime managementAttention to detailBasic computer skillsEffective communicationTeamworkOrganizational skills

Required

High School Diploma or Equivalent

Customer service experience required

Must have ability to prioritize and organize heavy workload(s) and demonstrate effective time management skill(s)

Must have the ability to work in a professional manner and consistently demonstrate courtesy, customer service, and tact in a fast-paced/deadlines-oriented environment

Ability to work quickly and accurately: perform effectively under pressure; meeting multiple and sometimes competing deadlines and make decisions based on regulation(s), company policy(s), knowledge and experience

Ability to work both independently and in a team environment

Ability to understand and follow complex written and oral instructions

Ability to communicate effectively verbally and in writing

Basic computer skill with working knowledge of word processing, spreadsheets, ten-key, and general computer applications

Working knowledge of standard office equipment

High degree of attention to detail as well as excellent organizational skills to perform in a fast-paced environment