Customer Service Representative

Company: American Bank Montana
Location: Bozeman
Posted on: May 16, 2022

Job Description:

Job DescriptionSalary: $18/hr+ DOEJoin the American Bank team! We are a small, privately-owned community bank that delivers high-quality experiences tailored to each individual and business. We empower our employees to work in the best interest of customers, give back to their communities, and maintain a healthy work-life balance. We also like to have fun. Please Consider Applying Through This Link: https://americanbankmontana.bamboohr.com/jobs/Reports to: Assistant Branch ManagerFLSA Status: Non-exemptJob Summary: TheCustomer Service Representative is a critical forward-facing role that must have excellent customer service skills, accurate mathematic arithmetic, and the ability to present themselves professionally. They are often the first interaction a customer has with American Bank, and through a positive caring attitude long-term relationships between customers and the bank can form and possibly flourish. Representatives are responsible for supporting American Bank team members as well. Benefits:

• Full Health Insurance
• 401k (5% match!)
• Paid Time Off + Paid Banking Holidays
• Per Diem (Additional Commuter Pay)
• Numerous other employee benefits!Primary Responsibilities: The primary responsibility of the Customer Service Representative is to provide accurate, quality customer service to American Bank customers and staff. The duties of the Customer Service Representative are to do a variety of tasks which may include:
  • Be the first point of contact for American Bank customers. Whether in person or by phone, present a professional and positive reflection of American Bank. Visitors and Callers should be handled promptly and courteously.
  • Process domestic and foreign wires for customers including typing the outgoing wire request, processing posting entries, and obtaining approval when required. Verify and make appropriate updates to Wire Transfer Agreements when applicable and work with Central Operations who will perform the callbacks.
  • Act as a liaison between retail banking staff, customers and lenders to communicate and train on new products, updates or technology changes.
  • Work with Universal Bankers and Tellers to coordinate customer appointments and routing customer inquiries to the appropriate staff. (First Transfer Resolution)
  • Perform other daily administrative tasks such as red bags, mail and general reports.
  • Satisfactorily complete all required compliance bank training and comply with all regulations which apply within the scope of the position.Secondary Responsibilities:
    • Prepare periodic reports for management.
    • Assist in cross-selling deposit products and documenting customer requests.
      • Organize account analysis reports.
      • Return Mail follow-up.
      • Coordinate and maintain meeting room schedules for customers and bank staff.
      • Assist in maintaining monthly audit reports and sending to appropriate staff.
      • Assist in Branch activities as required.
      • Perform other duties and responsibilities as directed Skills and Abilities Required:
        • Interpersonal skills to represent American Bank in a positive manner
        • Critical sensory abilities are: seeing, hearing/listening, and speaking
        • Mental effort requirements include reading, writing, basic arithmetic, mathematics, visualizing conclusions, analyzing data, and searching for solutions.
        • Physical dexterity requirements include operating general office equipment.
        • Proficient and effective operation of Microsoft products including Word, Excel and Outlook and Jack Henry and Jack Henry ancillary products.Working Conditions:
          • Work environment is a normal office environment in a clean atmosphere with normal noise levels.
          • Ability to work under time constraints and pressure.
          • Ability to work extended hours and provide Saturday coverage as needed.Pay Grade: 8The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Keywords: American Bank Montana, Bozeman , Customer Service Representative, Hospitality & Tourism , Bozeman, Montana