Account Specialist - $49212.8/Year

Company: LC Staffing
Location: Bozeman
Posted on: October 23, 2024

Job Description:

Account Specialist
Bozeman, MTA staple Montana financial institution -in the Gallatin Valley is hiring a Account Specialist. This role is perfect for someone who enjoys providing personalized service, getting to know customers and contributing to a positive community experience.
- Essential Job Responsibilities:

• Understand the features of all checking accounts, savings accounts, money market accounts, health savings accounts, individual retirement accounts, and certificate of deposit accounts.
• Greet all customers immediately and build account relationships by -cross selling and referring additional products and services to the appropriate department.
• Accurately open any account with complete documentation and complete the follow up phone calls and thank you cards with the required timeframes.
• Know how to use and set up Net Teller (online banking), Bill Pay and E-statements to be able to assist a customer.
• Process Wire Transfers and Safe Deposit Clerk.
• Execute follow up with appropriate customers.
• Must comply with all company policies and procedures and all applicable laws and regulations.
  Physical Requirements:
  • Occasionally lift -up to 25 pounds
  • Routinely perform work on computer for an average of 6-8 hours per day
  • Capable of climbing / descending stairs in an emergency situation.
    Why you want this position:
    • Monday - Friday
    • 8:00 A.M. - 5:00 P.M. (Hours can be flexible)
    • $19 - $23.66 / hour
    • Full benefits available
      Get in touch! Call or text -406-752-0191 -to reach KC with LC StaffingPandoLogic. Keywords: Clerk, Location: Bozeman, MT - 59717

Keywords: LC Staffing, Bozeman , Account Specialist - $49212.8/Year, Other , Bozeman, Montana