CUSTOMER SERVICE REPRESENTATIVE

Stockman Bank of Montana • Bozeman, MT • 2d ago

Position General Responsibilities:

This position is the Office's 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.

Employees Supervised:

None.

Education, Experience and Certification Requirements

Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

Basic Qualifications:

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.

Dimension of Job:

The position requires a thorough knowledge of all @types of accounts, services and products offered and sold. The Customer Service Representative (CSR) will have extensive in-person and telephone contact and is to conduct relationships in a manner that will enhance the professional, community focused and overall marketing effort of the Bank.

Position Specific Responsibilities, Duties and Competencies

New Accounts/Sales/Service:

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.

For full description, which includes physical mental demands please see attachment.

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