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Account Representative

2 months ago

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

We are seeking a highly motivated and customer-focused Account Specialist to join our team at First Security Bank Bozeman. As an Account Specialist, you will be responsible for providing exceptional customer service, building relationships with clients, and promoting our banking products and services.

Key Responsibilities:
  • Greet customers in a professional and courteous manner, ensuring a positive experience.
  • Assess and fulfill customer needs, providing solutions to their financial needs.
  • Process new account transactions, including opening accounts, processing deposits, and handling customer inquiries.
  • Develop and maintain relationships with customers, identifying opportunities to cross-sell and upsell our products and services.
  • Stay up-to-date on banking products and services, including features and benefits, to effectively communicate with customers.
  • Work collaboratively with the team to achieve sales and customer service goals.
  • Participate in ongoing training and development to enhance knowledge and skills.
Requirements:
  • High school diploma or equivalent required.
  • Customer service and clerical experience preferred.
  • Previous banking experience a plus.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Basic knowledge of banking products and services.
What We Offer:

First Security Bank Bozeman offers a competitive salary and benefits package, including medical, dental, and vision insurance, a 401(k) retirement savings plan, and paid time off. We are an equal opportunity employer and welcome applications from qualified candidates.