New Accounts Representative
New Accounts Representative
Job ID: 40641
Location: Kalispell, MT
Category: Accounting & Financial
Employment Type: Contract-to-Hire
A well-established regional financial institution that offers a wide range of financial products and services is seeking a New Accounts Representative. This company places a strong emphasis on building meaningful relationships, both with their customers and within the communities they serve. Their commitment to exceptional service goes beyond the traditional banking experience, as they actively engage in local volunteer opportunities and recognize the significant role their communities play in their success. With a proud history dating back to 1955, they have grown into a trusted financial partner, with a reputation for stability and financial strength.
The New Accounts Representative will greet customers with a smile, assess and fill their needs in a professional manner. This person must have the ability to communicate effectively while working quickly and accurately. This company is committed to providing secure and accessible services while maintaining a strong, community-driven approach that allows them to make decisions locally. Apply today to join them as they continue to grow and make a positive impact in the lives of their customers and the communities they call home.
Why You Want This Position:
- Competitive Pay: $19.25/hour – Full-time position
- Benefits for qualifying employees: Medical, Dental, and Vision coverage, Flexible Medical & Dependent Care Spending Accounts, Group & Voluntary Life and AD&D Insurance, Health Savings Account and much more
- Paid holidays, paid vacation and sick leave
- Time off for bereavement & jury duty
- Comprehensive Leave of Absence programs
- Employee Appreciation Week
- Holiday Luncheon
- Holiday Grocery Gift Certificates
- Business Casual Fridays
- Saturday Differential
- Company Logo Gear and Much More!
Essential Functions and Duties:
- Open a variety of personal, business, and advanced accounts, including IRAs, CDs, Trusts, Estates, LLCs, Corporations, and more
- Process name changes, add/remove account relationships and handle account modifications such as changes due to death or adding/removing members
- Handle domestic and foreign wire transfers, along with fraud-related disputes, ATM disputes, and stop payments
- Order checks, print and balance ATM/Debit cards, and manage card statuses (hot/warm cards)
- Assist with vault and teller functions, including processing deposits, withdrawals, cashing checks, loan payments, cashier’s checks, and more
- Process and monitor various account types, including health savings accounts, medical savings accounts, business e-banking, and certificates of deposit
- Demonstrate knowledge of banking regulations and perform tasks in compliance with laws and company policies
- Provide excellent customer service by listening to customer needs, maintaining confidentiality, and following proper procedures for account and card security
- Participate in required training, courses, staff meetings, and lobby displays
- Participate in Community Service and Bank-sponsored activities
Qualifications:
- A moderate level of banking knowledge preferred
- Knowledge of how to properly ID/Verify customers
- Attention to detail and excellent organizational skills
- Must have the ability to work in a professional manner and consistently demonstrate courtesy, customer service, and tact
- Basic computer skill with working knowledge of word processing, spreadsheets, ten-key, general computer applications and standard office equipment
- High school diploma or equivalent
Get in touch! Call or text 406-752-0191 to reach Jared, your career coach, in our Kalispell LC Staffing Office.
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