Banking Professional

3 weeks ago


Bozeman, Montana, United States LC Staffing Full time

Account Specialist Role

LC Staffing is seeking a skilled Account Specialist to join their team in Bozeman, MT. As an Account Specialist, you will be responsible for providing exceptional customer service, building relationships with clients, and contributing to a positive community experience.

Key Responsibilities:

  • Understand the features of various checking and savings accounts, as well as other financial products.
  • Greet customers promptly and build relationships by cross-selling and referring additional products and services.
  • Accurately open new accounts and complete follow-up phone calls and thank-you cards within required timeframes.
  • Set up online banking, bill pay, and e-statements to assist customers.
  • Process wire transfers and safe deposit transactions.
  • Follow up and build relationships with customers.

Additional Information:

  • Monday - Friday, 8:00 A.M. - 5:00 P.M. (Flexible hours available)
  • $19 - $23.66 per hour
  • Designated parking lot downtown

Benefits and Perks:

  • Medical, dental, and vision insurance
  • 401(k) retirement savings plan with immediate vesting, employer contributions, and profit sharing
  • Group and Voluntary Life and AD&D Insurance
  • Paid vacation and sick time off
  • Paid holidays (11 days)
  • Time off for bereavement and jury duty
  • Comprehensive Leave of Absence programs
  • Health Savings Account
  • Flexible medical & dependent care spending accounts
  • Additional supplemental insurance
  • Maternity & family support program
  • Wellness Program and Employee Assistance Program
  • Long term care coverage
  • Plus, more perks too numerous to list here

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