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Accounts Specialist

2 months ago

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

We are seeking a highly skilled 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 and ensuring that all new account transactions are processed efficiently and accurately.

Key Responsibilities:
  • Greet customers with a smile and assess their needs in a professional manner.
  • Process all new account transactions, including opening new accounts and assisting customers with their selection of various accounts and financial services.
  • Build account relationships by effectively cross-selling and referring additional products and services to the appropriate department.
  • 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.
  • Complete MSB due diligence questions within Streamline.
  • Actively participate in the High Performance Growth (HPG) program, including Branch HPG displays, Big Days, and the Tell a Friend program.
  • Maintain HPG inventory and submit RMS reporting weekly.
  • Know how to use and set up Net Teller (online banking), Bill Pay, and E-statements to assist customers.
  • Order and follow up on all check orders with the check provider.
  • 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.
  • Make determinations on whether a check deposited into a new checking account requires a Reg CC Hold and explain this to the customer.
  • Explain all new account disclosures associated with each retail product.
Requirements:
  • High School diploma or equivalent.
  • Customer service and clerical experience.
  • Previous bank experience preferred.
Knowledge, Skills, and Abilities:
  • Work in a professional manner and consistently demonstrate courtesy, customer service, and tact in a fast-paced and deadline-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.
  • 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 ideas.
Work Environment:

The work environment consists of working primarily indoors, working with others, and working around others. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to:

  • Sit.
  • Use hands in repetitive motions to finger, grasp, handle, or feel.
  • Talk or hear.

The employee is occasionally required to:

  • Stand.
  • Walk.
  • Lift or reach with hands and arms.

Must be able to operate routine office equipment, including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.

Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary.

Must be able to work extended hours or travel off-site whenever required or requested by management.

Must be capable of regular, reliable, and timely attendance.

Must be capable of climbing/descending stairs in an emergency situation.

Specific lifting abilities required by this job include:

  • The employee may be required to move up to 25 pounds periodically.

Specific vision abilities required by this job include:

  • The worker is required to have close visual acuity to perform an activity such as:
  • Preparing and analyzing data and figures.
  • Transcribing.
  • Viewing a computer terminal.
  • Extensive reading.
  • Visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
What We Offer:

We offer an extensive benefits package that includes, but is not limited to:

  • Medical, dental, vision, and life insurance.
  • A health savings account option.
  • An Employee Assistance Program (EAP).
  • A health rewards program.
  • A 401(k) retirement savings plan.
  • Discounts on banking products and services.
  • Paid sick, vacation, and vacation time.

Visit our website for more details.