Account Specialist

First Security Bank - Bozeman • Bozeman, MT • 8h ago

About The Role Take your career to the next level with First Security Bank as an Account Specialist. 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.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 assignedEmployees are required to actively use the Service Pledge in all customer encounters.Service Pledge:SmileEye ContactRefer to Customer by nameViable OptionsInstant AcknowledgementCustomers Always Come FirstEnd with "Thank you" 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.- Strong typing skills- Knowledge of Microsoft office products- 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 ideaWORK ENVIRONMENT: The work environment consists of working primarily indoors, working with others and working around others

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