First Security Bank Montana - Div. of Glacier Bank · 2 weeks ago
New Accounts Representative
Bozeman, MT
Full-time
Onsite
New Grad, Entry LevelFirst Security Bank Montana - Div. of Glacier Bank is hiring an Accounts Specialist to join their Cottonwood Branch Team. The role involves greeting customers, processing new account transactions, and providing exceptional customer service while cross-selling financial products and services.
CommunitiesFinTechVenture Capital
No H1B
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
Qualification
Required
High School diploma or equivalent
Customer service and clerical experience
Previous bank experience preferred
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 ideas
Regular and predictable attendance to accomplish job duties and provide in-person contact with customers
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 complete the assigned online training courses and achieve a passing score by due date
Preferred
Previous bank experience preferred
Benefits
Medical
Dental
Vision
Life insurance
Health savings account option
Employee Assistance Program (EAP)
Health rewards program
Retirement savings plan, including 401(k) and Profit-Sharing plans
Short and long-term disability benefits
Education and training benefits
Discounts on banking products and services
Generous Paid Time Off (PTO) plan
Paid holidays
Company
First Security Bank Montana - Div. of Glacier Bank
First Security Bank is the community bank choice for southwest and central Montanans.
Founded in 1919
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Carissa Haas
Chief Financial Officer
Company data provided by crunchbase