New Accounts Representative
New Accounts Representative
Job ID: 40490
Location: Columbia Falls, MT
Category: Accounting & Financial
Employment Type: Contract-to-Hire
A small, locally owned bank is seeking a New Accounts Representative to join their team. This financial institution is committed to community involvement and is built on a strong foundation of trust. Their primary focus is on personalized relationships, providing attentive one-on-one service to customers, and fostering a sense of community.
As the face of this community bank, the New Accounts Representative is essential in providing our customers with a welcoming and efficient banking experience. This role is responsible for interviewing and engaging prospective customers inquiring about opening new accounts, such as savings, checking accounts, money market, COD, and IRA accounts.
Pay: $22/hour, depending on experience
Schedule: Monday through Friday – 8 a.m. to 5 p.m. or 9 a.m. to 6 p.m. with alternating Saturdays: 9 a.m. to 1 p.m.
Benefits:
- Health, dental, vision and life insurance
- 401(k) – 4% safe harbor match
- Two weeks paid vacation
- Paid time off
Essential Functions and Duties:
- Greet and assist customers helping them work through any problems
- Manage inbound and outbound calls and emails, ensuring timely and professional responses
- Onboard new customers and help them understand the company products, programs, and services
- Interview customers who would like to start checking or savings accounts, print and distribute application forms, ensuring applicants fill out all fields properly and proofread forms going over them with the applicant
- Prepare document forms for signature cards
- Discuss how to apply for ATM cards, direct deposit of checks, and certificates of deposit
- Enter data into computer systems, record customer deposits and fees, close accounts as needed and handle disputes about account fees
Qualifications:
- High School Diploma or equivalent
- Further education or certification in financial services is a plus
- Proficiency in basic computer operations, financial software and familiarity with standard office equipment
- Strong ability to perform basic arithmetic accurately and quickly and a strong attention to detail
- Excellent verbal and written communication skills and ability to explain complex information clearly and concisely
- Ability to lift of up to 25 pounds may be required
40490
