Valley Bank - Division of Glacier Bank · 10 hours ago
New Account Representative
Helena, MT
Full-time
Onsite
Entry Level
1+ years expValley Bank, a division of Glacier Bank, is a leading financial institution in Helena. They are seeking a New Account Representative to assist customers in opening deposit accounts, provide excellent customer service, and ensure compliance with banking regulations.
BankingFinancial ServicesProfessional Services
No H1B
Responsibilities
Assist customers in opening new accounts while maintaining a knowledge of all bank products in order to make recommendations based on customer needs/requests
Educate the customers to services/products available
Act promptly on customer requests, following through on commitments and obligations. Asking follow-up questions to determine if customer needs and expectations are met
Provides assistance to customers in person and over the phone. Research and resolve customer inquiries while acting as the customer liaison between other departments. Follow up with the customers to ensure that their needs have been met. Develop and maintain long-term relationships
Keep all information related to our customers private and confidential
Comply with all applicable laws and regulations, such as, the Bank Secrecy Act, the Patriot Act, and OFAC, as well as following company policies and procedures
Ensure that all OnCourse assignments are current and on time
Regular and predictable attendance is an essential function of the job
Participate in Community Service and Bank-sponsored activities that service and support the mission and values of Valley Bank
Qualification
Required
High School diploma
One year banking experience
Thorough understanding of customer service and delivery
Knowledge of Valley Bank products/services to effectively present appropriate solutions to customers
Problem solving and critical thinking skills
Work quickly and accurately using various applications and systems
Excellent verbal and written communication skills
Ability to establish and maintain effective working relationships with employees, other departments, and the public
Benefits
Medical
Dental
Vision
Life insurance
Health savings account option
Employee Assistance Program (EAP)
Health rewards program
Retirement savings plan
401(k)
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
Valley Bank - Division of Glacier Bank
Valley Bank of Helena is a full service, locally-directed community bank serving residents of Helena, East Helena and our neighboring communities with a range of personal and business banking services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase