TELLER/CUSTOMER SERVICE REPRESENTATIVE jobs in United States
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Stockman Wealth Management · 2 days ago

TELLER/CUSTOMER SERVICE REPRESENTATIVE

Stockman of Montana is seeking a Teller/Customer Service Representative who will be responsible for extensive customer contact and processing transactions. The role involves maintaining customer relationships, promoting additional bank products, and ensuring compliance with banking regulations.

Investment Management

Responsibilities

Responsible for extensive customer contact that includes processing customer transactions and sales of additional Bank products while maintaining protection of Bank assets
This position is the front line with regard to New Accounts and Customer Service
It requires extensive product knowledge to support frequent customer contact in the development of new business through the servicing of requests, calling on existing customers, identification and calling on potential customers and representing the Bank in community activities

Qualification

Customer serviceComputer proficiencyTen key proficiencyInterpersonal skillsTeam skills

Required

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

Company

Stockman Wealth Management

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Stockman Wealth Management is a Registered Investment Advisor firm serving Montana and other clients across the United States.

Funding

Current Stage
Early Stage

Leadership Team

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Mason O'Donnell, CFA, CFP®
Deputy Chief Investment Officer
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Company data provided by crunchbase