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CUSTOMER SERVICE REPRESENTATIVE/TELLER

Stockman Bank of Montana
Posted 3 days ago, valid for 25 days
Location

Whitefish, MT, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The position involves extensive customer interaction, processing transactions, and selling additional bank products while ensuring the protection of bank assets.
  • Candidates are required to have a high school diploma or equivalency, with 1-2 years of customer service experience preferred, particularly in a financial institution.
  • The role demands strong interpersonal skills, a commitment to exceptional customer service, and proficiency in ten key operations.
  • Compensation for this position is competitive, reflecting the responsibilities and required experience.
  • The employee will not supervise others but will be the front line for new accounts and customer service, requiring extensive product knowledge.
 
 

Position General Responsibilities:

Responsible for extensive customer contact that includes processing customer transactions and sales of additional Bank products while maintaining protection of Bank assets.  This position is the front line with regard to New Accounts and Customer Service. It requires extensive product knowledge to support frequent customer contact in the development of new business through the servicing of requests, calling on existing customers, identification and calling on potential customers and representing the Bank in community activities.

 

Employees Supervised:

None

Education, Experience and Certification Requirements

Note:  Only minimum responsibilities are listed.  Other responsibilities may be required as requested by management.

 

Basic Qualifications:

      1. High School diploma or equivalency.
      2. Good interpersonal/team skills with ability to develop effective working relationships.
      3. Strong commitment to providing exceptional customer service.
      4. Ten key proficiency.
         

Preferred Qualifications:

      1. Previous Bank Operations knowledge and skills.
      2. 1-2 years previous financial institution/customer service experience.
      3. Previous experience using ITI Teller Platform.
         

Dimension of Job:

This position is responsible for extensive customer contact providing broad-based banking products. In addition to handling customer transactions, they will make recommendations of additional products and referrals to the customers as well as leads to the Bank officer.  This position is also responsible for following banking regulations and procedures while maintaining protection of the Bank assets.  Must maintain extensive knowledge of products, services, marketing plans and regulations will cross-sell other Bank services and relay customer comments to the Teller Supervisor while preparing and ensuring completion of paperwork relating to multiple customer sales and service. Customers will be served in a pleasant and professional manner.  Must have knowledge of products and prices of competitors.



For full description, which includes physical mental demands please see attachment. 




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