Stockman of Montana

Customer Service Representative

Stockman of Montana

full-time

Posted on:

Location Type: Office

Location: Manhattan • Montana • United States

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About the role

  • 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

Requirements

  • High School diploma or equivalency
  • Ten key proficiency
  • Previous computer experience
  • Previous Bank Operations knowledge and skills
  • 1-2 years previous financial institution/customer service experience
  • Previous experience using ITI Teller Platform
Benefits
  • Strong commitment to providing exceptional customer service
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
ten key proficiencyBank Operations knowledgefinancial product salescustomer service experiencefinancial services assessment
Soft Skills
customer contactsales opportunity identificationcross-sellingproduct knowledgecommunication
Certifications
High School diploma