Customer Relationship Specialist

4 days ago


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

We are seeking a skilled Customer Relationship Specialist to join our team at First Security Bank Bozeman. As a key member of our branch staff, you will play a vital role in building and maintaining strong relationships with our customers.

**Key Responsibilities:**

• Develop and maintain a deep understanding of our customers' financial needs and preferences.

• Identify opportunities to cross-sell and upsell relevant financial products and services to customers.

• Collaborate with colleagues to achieve sales targets and improve overall customer satisfaction.

• Stay up-to-date with product knowledge and regulatory requirements to provide informed advice to customers.

• Participate in ongoing training and development to enhance skills and knowledge.

• Provide exceptional customer service by responding promptly to inquiries and resolving issues in a timely manner.

• Work closely with other departments to ensure seamless delivery of financial services to customers.

**Requirements:**

• 2+ years of experience in a customer-facing role or relevant industry experience.

• Excellent communication and interpersonal skills.

• Ability to work in a fast-paced environment and prioritize tasks effectively.

• Strong problem-solving skills and attention to detail.

• Basic knowledge of financial products and services.

• Certification or diploma in finance or related field an asset.

**Estimated Salary Range:** $50,000 - $70,000 per annum depending on experience and qualifications.

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