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Account Specialist

1 month ago


Bozeman, Montana, United States LC Staffing Full time

LC Staffing is seeking a highly skilled Account Specialist to join our team in Bozeman, MT. As an Account Specialist, you will play a critical role in providing exceptional customer service and building strong relationships with our clients. Your primary responsibilities will include:

* Understanding the features of various checking and savings accounts, as well as other financial products
* Greeting customers and building account relationships through cross-selling and referrals
* Accurately opening accounts and completing follow-up phone calls and thank-you cards
* Assisting customers with online banking, bill pay, and e-statements
* Processing wire transfers and safe deposit transactions

In addition to these responsibilities, you will also be expected to:

* Comply with all company policies and procedures, as well as applicable laws and regulations
* Work in a fast-paced environment and adapt to changing priorities
* Collaborate with colleagues to achieve team goals

If you are a motivated and customer-focused individual with excellent communication skills, we encourage you to apply for this exciting opportunity. Please note that this is a full-time position with a competitive salary and benefits package.