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Customer Service Representative

2 months ago


Chinook Montana, United States First Bank of Montana Full time
About the Role:

First Bank of Montana is seeking a highly skilled and customer-focused Customer Service Representative to join our team in Chinook, Montana. This role involves providing exceptional deposit and customer service solutions to our customers, including new accounts responsibilities and teller duties.

Key Responsibilities:
  • Teller Essential Job Functions:
    • Perform all paying and receiving functions of working as a teller.
    • Assist customers with transactions involving deposits, withdrawals, cashing checks, etc.
    • Understand and follow written and oral instructions.
    • Process and record night deposit transactions and resolve errors and problems when discovered.
    • Accept and process cash advances.
    • Organize, sort, count, strap, and label money to sell to the vault.
    • Process telephone transfers.
    • Know and follow opening and closing procedures for drive-up and lobby.
    • Collect accurate information to complete CTRs and MIL.
    • Adhere to the Cash Difference and Limit Policy.
    • Follow Teller Capture procedure manual.
  • New Account/Customer Service Essential Job Functions:
    • Understand all deposit account products and assist customers with opening of accounts.
    • Assist customers regarding products and services.
    • Open all deposit accounts and services for customers.
    • Adhere to branch, bank, and corporate policies and procedures.
    • Complete documents and account maintenance for existing accounts.
    • Maintain existing account relationships through prompt and courteous service.
    • Have a good knowledge of online banking products and be able to assist customers with enrollment and issues.
  • Other Job Functions:
    • Perform job functions in compliance with all company policies and procedures, federal and state rules and regulations as applicable to the position.
    • Keep management appropriately informed of area activities and of any significant problems.
    • Participate in community service and bank-sponsored activities that serve and support the mission and values of First Bank of Montana.
    • Provide superior internal and external customer service.
    • Represent First Bank of Montana in a professional manner.
Requirements:
  • High school diploma or equivalent.
  • Banking and/or customer service experience preferred.
  • Cash handling experience preferred.
  • Ability to work quickly and accurately.
  • Ability to understand and follow written and oral instructions.
  • Strong verbal and written communication skills.
  • Good knowledge of Microsoft applications such as Word, Excel, Outlook, etc.
What We Offer:

We offer an extensive benefits package that includes 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 Time Off (PTO) and holidays.