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Stockman Wealth Management · 1 day ago

RECEPTIONIST/CUSTOMER SERVICE REPRESENTATIVE

Great Falls, MT, US

Full-time

Onsite

New Grad, Entry Level

Stockman of Montana is seeking a Receptionist/Customer Service Representative to be the front line for customer service. This role involves greeting customers, assisting with their needs, and directing them to the appropriate areas of the bank while maintaining a thorough knowledge of the bank's services and products.

Investment Management

Responsibilities

Greet all incoming customers, direct lobby traffic, and answer phone calls

Resolve account issues at the request of both internal and external customers

Observe and enforce all Bank policies and procedures

Update deposit rates and lobby PC display

Accept wires, transfers, stop payments, change of addresses; order checks, ATM and debit cards, balance checkbooks, etc

Send 'Thank you' notes for new accounts and as requested by management

Maintain an extensive knowledge of deposits services offered by studying product information, bulletins, regulations and updates. Attend periodic training sessions and stay abreast of new procedures, marketing techniques, rules and regulations

Open accounts, be CSR back-up by promoting 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

Promote the improvement of Stockman Bank through quality customer service, promotion of products; professionalism in conduct and diligent work ethic

Greet all customers pleasantly and make them feel welcome and comfortable

Handles transactions, questions, issues quickly and professionally

Uses effective listening and observing skills to help identify and resolves customer needs

Cross-sells by spotting sales opportunities and refers business consistently

Keeps up to date on pricing and products

Relay customer comments and or complaints to the Operations Officer immediately