Account Services Representative, Sr. jobs in Helena, MT

About The Role

Passionate, warm, inspiring? Raise your hand if that's you! First Security Bank is hiring an Accounts Specialist to join our Downtown Bozeman Team.

Greet customers with a smile, assess and fill their needs in a professional manner. Responsible for processing all new account transactions;

assisting customers in their selection of various accounts and financial services. The Account Specialist demonstrates a high degree of accountability while delivering superb customer service.

Voted Best Bank in Bozeman 4 years in a row!

DUTIES AND 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

About You

QUALIFICATIONS :

• High School diploma or equivalent.
• Customer service and clerical experience.
• Previous bank experience preferred.

KNOWLEDGE, SKILL, ABILITY :

• 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 idea

WORK ENVIRONMENT : The work environment consists of working primarily indoors, working with others and working around others.

The noise level in the work environment is usually moderate.

PHYSICAL DEMANDS : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to : sit; use hands in repetitive motions to finger, grasp, handle or feel;

and talk or hear. The employee is occasionally required to : stand; walk; and lift or reach with hands and arms.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.

Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include : The employee may be required to move up to 25 pounds periodically.

Specific vision abilities required by this job include : The worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures;

transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and / or operation / inspection of machines and / or using measurement devices at distances close to the eyes.

What We Offer

COMPENSATION & BENEFITS : Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position.

We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, and paid sick, holiday, and vacation time.

Visit our website for more details!

COMPANY OVERVIEW : We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same.

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Last updated : 2024-04-06