New Accounts Representative jobs in Kalispell, MT

New Accounts Representative opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Being a New Accounts Representative provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. The New Accounts Representative possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)

F
Teller/New Accounts Representative
  • First Bank of Montana
  • Conrad, MT FULL_TIME
  • About The Role

    First Bank of Montana is hiring a Customer Service Representative/Teller to be an integral part of our team in our Conrad, Montana location! This position involves providing deposit and customer service solutions to the bank's customers and includes new accounts responsibilities and teller duties. It requires a positive attitude and great customer service skills. This position involves the ability to work in a team atmosphere and promote the bank's products and services. Professionalism, confidentiality, good attendance, punctuality, flexibility and adaptability are a must!

    DUTIES AND RESPONSIBILITIES:

    Teller Essential Job Functions:

    • Perform all paying and receiving functions of working as a teller. Assist customers with transactions involving deposits, withdrawals, cashing checks, etc.
    • Understanding of the bank software used to complete transactions. Accepts checks for cashing, verifies endorsements, validity and fund availability, identify forged checks and counterfeit bills.
    • Accept loan payments.
    • Balance cash at the end of each workday. Understand and attempt to locate overages and shortages. Sell excess cash to the vault in a timely fashion and maintain established cash level.
    • Follow all branch, division, and corporate policies and procedures.
    • Process and record night deposit transactions and resolve errors and problems when discovered.
    • Accept and process cash advances.
    • Organize, sort, count, strap, and label money to sell to the vault
    • Process telephone transfers.
    • Know and follow opening and closing procedures for drive-up and lobby.
    • Collect accurate information to complete CTRs and MIL.
    • Adhere to the Cash Difference and Limit Policy.
    • Follow Teller Capture procedure manual. Ensure all tellers are following policies and proper procedures regarding teller capture.
    • Answer incoming phone calls as assigned.
    • Notify supervisor of procedural or equipment issues with scanning.

    New Account/Customer Service Essential Job Functions:

    • Understand all deposit account products and assist customers with opening of accounts.
    • Assist customers regarding products and services.
    • Open all deposit accounts and services for customers. This includes checking, savings, CD's, IRA's, safe deposit boxes, debit cards and online banking.
    • Adhere to branch, bank, and corporate policies and procedures.
    • Complete documents and account maintenance for existing accounts.
    • Maintain existing account relationships through prompt and courteous service.
    • Have a good knowledge of online banking products and be able to assist customers with enrollment and issues.

    Other Job Functions:

    • Perform job functions in compliance with all company policies and procedures, federal and state rules and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.
    • Keep management appropriately informed of area activities and of any significant problems.
    • Participate in community service and bank sponsored activities that serve and support the mission and values of First Bank of Montana.
    • Provide superior internal and external customer service: must demonstrate self-governance, courtesy, and respect toward external customers as well as internal customers (all organization personnel).
    • Represent First Bank of Montana in a professional manner which includes a professional image, confidentiality, a positive "can-do" attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs. Keep work area tidy and maintain customer privacy. Attend and participate in meetings as required.
    • Regular and predictable attendance is an essential function of this job in order to accomplish, among other things, in-person contact with customers.
    • Additional duties as requested or assigned.

    About You

    QUALIFICATIONS:

    • High school diploma or equivalent
    • Banking and/or customer service experience preferred
    • Cash handling experience preferred

    KNOWLEDGE, SKILLS & ABILITIES:

    • Ability to work quickly and accurately
    • Ability to understand and follow written and oral instructions
    • Strong verbal and written communication skills
    • Good knowledge of Microsoft applications such as Word, Excel, Outlook, etc. and the ability to learn new systems/applications

    WORK ENVIRONMENT:

    Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

    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 able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off-site whenever required or requested by management. 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: Exerting up to 25 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.

    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.

    Must be capable of occasional travel (less than 10 days per year) by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.


    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, Paid Time Off (PTO) and holidays. Visit our 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. Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc. all from our website.

    We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

    Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

    No Recruiters or unsolicited agency referrals please.


    •We are an Equal Opportunity Employer.
    •Please view Equal Employment Opportunity Posters provided by OFCCP here.

     

  • 2 Days Ago

G
Teller/New Accounts Representative
  • Glacier Bancorp, Inc.
  • Conrad, MT FULL_TIME
  • About The RoleFirst Bank of Montana is hiring a Customer Service Representative/Teller to be an integral part of our team in our Conrad, Montana location! This position involves providing deposit and ...
  • 3 Days Ago

D
New Accounts Associate
  • D.A. Davidson Companies
  • Great Falls, MT FULL_TIME
  • Job Description: D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the h...
  • 10 Days Ago

U
Director of Student Accounts
  • University of Providence
  • Great Falls, MT FULL_TIME
  • Director of Student Accounts POSITION SUMMARYThe Director of Student Accounts position aligns with the Mission of the University in that this role will provide the financial statements, billing detail...
  • 17 Days Ago

N
Accounts Payable Clerk
  • North40 Outfitters
  • Great Falls, MT FULL_TIME
  • Company DescriptionTo tell the story of North 40 Outfitters is to tell a success story of the people of the Northwest. We do what we love, and love what we do because we’re passionate. We’re dedicated...
  • 6 Days Ago

T
Central Accounts Payable
  • Torgerson's, LLC
  • Great Falls, MT FULL_TIME
  • Torgerson's Equipment in Great Falls Montana is looking to fill a Central Accounts Payable position. Come join our corporate team! Salary commensurate with experience. We offer benefits including a ma...
  • 12 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 New Accounts Representative jobs found in Kalispell, MT area

F
Sales Customer Service Representative
  • Flathead Beacon
  • Kalispell, MT
  • Job Description Job Description The Flathead Beacon, an award-winning news and media organization in northwest Montana, ...
  • 4/26/2024 12:00:00 AM

F
Area Director
  • Fellowship of Christian Athletes
  • Kalispell, MT
  • Job Description The Director is responsible for growing the ministry by praying, staffing, and funding the area through ...
  • 4/26/2024 12:00:00 AM

D
Supervisory Tax Specialist (TCO Group Manager) NTE 1 year, MBE, MBMP 12 Month Roster
  • Department Of The Treasury
  • Kalispell, MT
  • Duties WHAT IS THE SB/SE DIVISION? A description of the business units can be found at: https://www.jobs.irs.gov/about/w...
  • 4/26/2024 12:00:00 AM

C
Outside Sales Delivery Driver
  • Coca-Cola Bottling Company High Country
  • Kalispell, MT
  • Job Type Full-time Description Coca-Cola, with its many brands, has been recognized and enjoyed by people around the wor...
  • 4/26/2024 12:00:00 AM

D
Legal Admin Specialist (Estate & Gift Tax) (Estate Tax Technical Advisor) (TEMP NTE 1 YR MBE, MBP)
  • Department Of The Treasury
  • Kalispell, MT
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYED (SBSE)DIVISION? A description of the business units can be found at: htt...
  • 4/26/2024 12:00:00 AM

D
Supervisory Legal Admin Specialist (Estate & Gift Tax) 12 month register Direct Hire Amended
  • Department Of The Treasury
  • Kalispell, MT
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYED (SBSE)DIVISION? A description of the business units can be found at: htt...
  • 4/26/2024 12:00:00 AM

A
Pepsi Presales Rep. - Libby MT
  • Admiral Beverage Corporation
  • Kalispell, MT
  • Admiral Beverage believes in investing in its people, business partners, and communities, to continually grow and offer ...
  • 4/25/2024 12:00:00 AM

D
Lead Transportation Security Officer
  • Department Of Homeland Security
  • Kalispell, MT
  • Summary Securing Travel, Protecting People - At the Transportation Security Administration, you will serve in a high-sta...
  • 4/22/2024 12:00:00 AM

Kalispell (/ˈkæləˌspɛl, ˌkæləˈspɛl/) is a city in, and the county seat of Flathead County, Montana, United States. The 2015 Census estimates put Kalispell's population at 22,052. The Kalispell Micropolitan Statistical Area has a population of 93,068 and it is the largest city and commercial center of northwest Montana. The name Kalispell is a Salish word meaning "flat land above the lake". Kalispell is also the gateway to Glacier National Park....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$33,001 to $40,809
Kalispell, Montana area prices
were up 3.1% from a year ago

New Accounts Representative in Appleton, WI
New accounts representatives work with clients interested in opening accounts with financial institutions, such as banks or credit unions.
December 29, 2019
New Accounts Representative in Canton, OH
New accounts clerks interview people who want to open accounts in financial institutions.
December 28, 2019