New Accounts Representative

16 hours ago


Bozeman, Montana, United States First Security Bank Bozeman Full time
About the Role

We are seeking a highly motivated and customer-focused Accounts Specialist to join our team at First Security Bank Bozeman. As an Accounts Specialist, you will be responsible for providing exceptional customer service, processing new account transactions, and assisting customers in selecting various accounts and financial services.

Key Responsibilities
  • Greet customers with a smile and assess their needs in a professional manner.
  • Process all new account transactions accurately and efficiently.
  • Assist customers in selecting various accounts and financial services.
  • Build account relationships by effectively cross-selling and referring additional products and services.
  • Know the features and benefits of 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 follow-up phone calls and thank-you cards within the required timeframes.
  • Actively participate in the High Performance Growth (HPG) program, including Branch HPG displays, Big Days, and Tell a Friend program.
  • Know how to use and set up Net Teller (online banking), Bill Pay, and E-statements to assist customers.
  • Process Wire Transfers and Safe Deposit Clerk transactions.
  • Follow up with customers to complete pending items within the 30-day required period.
  • Complete necessary CIF maintenance when account relationships change.
  • Issue and perform maintenance on VISA Instant Issue and Check Cards.
About You

We are looking for a candidate with:

  • A high school diploma or equivalent.
  • Customer service and clerical experience.
  • Previous bank experience preferred.

You should possess:

  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Knowledge of bank products and services.
  • Ability to work independently and as part of a team.
What We Offer

We offer a competitive salary, benefits package, and opportunities for growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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