Stockman of Montana

Account Manager

• This position is responsible for various duties performing as an assistant to the licensed agent in Stockman Insurance.
• Performs various duties as an assistant to the licensed Stockman Insurance Agent.
• Includes all facets of administrative, accounting and servicing for Stockman Insurance clients.

Insurance CSR / Account Manager

Administrative Assistant

• Provide administrative support to the Missoula Market President.
• Prepare correspondence, memos, documents and reports utilizing Word, Excel spreadsheets and databases.
• Photocopy and fax documents as needed.
• Responsible for administration, communication and tracking of donation and sponsorship programs.
• Put together manuals, materials for meetings, etc.
• Schedule appointments and meetings.
• Manage travel accommodations.
• Handle confidential and non-routine information.
• Maintain filing of key documents.
• Responsible for the fax machine, including distribution of incoming info, assistance in sending and operation of equipment.
• Answer phones and take messages or field questions as possible.
• Manage the supplies and requisition system as necessary.
• Maintenance and distribution of certain departmental and company periodicals.
• Research and look-up items and documents as requested.
• Perform special projects that may involve preparation of financial and statistical tables, preparation of reports, applications and associated exhibits.
• Responsible for preparing spreadsheets, reports and summaries and related information.
• Prepare and organize loan files (make copies of customer’s documents as needed).
• Follow up with customers to obtain missing disclosures or supporting loan documents.
• Maintain a tickler file.
• Handle correspondence needed for the processing of the loan.

Market Administrative Assistant

Customer Support

• This position is the Office’s 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
• Maintain an extensive knowledge of deposits, loan and on-deposit services offered by Stockman Bank by studying product information, bulletins, regulations and updates
• Attend periodic training sessions and stay abreast of new procedures, marketing techniques, rules and regulations
• Sell multiple financial products and services to new and existing customers by assessing customer needs and determining which financial services can best satisfy those needs
• Spot sales opportunities and cross-sell other Bank services as they arise
• Refer potential clients to the Investment Center

Customer Service Representative

• This position is the Office’s 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.

Marketing

• Responsible for directing and implementing marketing efforts for the bank markets and business lines of Stockman Financial Corp.
• Major areas of marketing including: advertising (print, broadcast, digital), social media (posts and blogs), sponsorships, promotional campaigns, email and direct mail projects.
• Facilitate Marketing and Advertising Strategies: Provide direction and work with individual branches (i.e. Branch President and Management Team) to implement market-specific advertising.
• Identify opportunities, define objectives, devise plan, identify targets, select mediums and establish budget.
• Coordinate, develop, and distribute materials and ads as part of the strategy.
• Write and distribute press releases for new hires, promotions, etc. Write social media posts.
• Maintain positive working relations with third-party vendors (newspapers, radio stations, printers, specialty companies) to coordinate projects.
• Negotiate sponsorship and event commitments to maximize exposure for Stockman Bank. This includes contracts with third parties and event coordination with offices.

Marketing Officer

Analyst

• Assist the Commercial and Consumer Lending Officers.
• Accountable for loan processing and relieving the officers of administrative detail.
• Assist in duties assigned for credit card responsibilities.

Insurance CSR / Account Manager

Market Administrative Assistant

Customer Service Representative

Customer Service Representative

Marketing Officer

Commercial/Consumer Credit Analyst