Client Relationship Manager

6 days ago


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

As an Accounts Service Specialist at First Security Bank Bozeman, you will have the opportunity to make a positive impact on our customers' lives by providing exceptional service and support. This is an exciting role for individuals who are passionate about delivering top-notch service, building strong relationships with clients, and working in a fast-paced environment.

Key responsibilities include:

  • Greeting all customers immediately and meeting our Service Pledge standards
  • Building account relationships by effectively cross-selling and referring additional products and services to the appropriate department
  • Accurately opening any account with complete documentation and completing follow-up phone calls and thank-you cards within required timeframes
  • Actively participating in the High Performance Growth (HPG) program, including Branch HPG displays, Big Days, and the Tell a Friend program
  • Processing Wire Transfers and Safe Deposit Clerk transactions efficiently and accurately
  • Following up with customers to complete pending items within 30 days and performing necessary CIF maintenance when account relationships change

We offer a competitive salary range of $45,000 - $60,000 per year, a comprehensive benefits package, and opportunities for career growth and development. If you are a motivated and service-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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