Stockman of Montana · 9 hours ago
CUSTOMER SERVICE REPRESENTATIVE
Stockman of Montana is seeking a Customer Service Representative to serve as the office's front line for new accounts and customer service. The role involves extensive product knowledge to support customer contact, develop new business, and represent the bank in community activities.
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Responsibilities
Maintain an extensive knowledge of deposits, loan and on-deposit services offered by Stockman Bank by studying product information, bulletins, regulations and updates
Attend periodic training sessions and stay abreast of new procedures, marketing techniques, rules and regulations
Sell multiple financial products and services to new and existing customers by assessing customer needs and determining which financial services can best satisfy those needs
Products include but are not limited to: Transaction Accounts, Safe Deposit Boxes, IRA’s, Trusts, Savings Accounts, Direct Deposit Enrollment, ATM Cards, Wire Transfers, Credit Cards
Spot sales opportunities and cross-sell other Bank services as they arise
Refer potential clients to the Investment Center
Qualification
Required
Strong commitment to providing exceptional customer service
High School diploma or equivalency
Ten key proficiency
Previous computer experience
Preferred
Previous Bank Operations knowledge and skills
1-2 years previous financial institution/customer service experience
Previous experience using ITI Teller Platform
Company
Stockman of Montana
Founded in Miles City in 1953 by William Nefsy, Stockman is a Montana-born company committed to enriching the lives of Montanans and helping our communities succeed.
Funding
Current Stage
Late StageRecent News
bigskybusinessjournal.com
2025-01-23
Big Sky Business Journal
2024-04-19
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