Accounts Representative

Gillette, WY 82718, United States

Job Description


APPLY USING THE COMPANY WEB LINK: https://securitystatebank.bamboohr.com/careers/49?source=aWQ9MTg%3D Security State Bank is hiring an Accounts Representative in our Gillette branch location. This is a full-time position where excellent communication and customer service skills are essential. Candidates should enjoy a fast-paced environment and be excited about growing relationships within the bank through new and existing customers. This position is responsible for promoting bank products and services that meet our customer\'s needs. They should provide excellent customer service by meeting the needs of customers in an efficient and friendly manner. They should have the ability to help customers succeed financially by offering introductions to additional team members, as appropriate. This position performs routine office and clerical duties while complying with bank regulations and policies pertaining to the operational functions of the bank. This position has no supervisory responsibility. KEY PERFORMANCE COMPETENCIES: Core Values: Conform to the Bank\xe2\x80\x99s core top five values which are:

  • We put you first. We meet your needs every day, which allows us to build lasting relationships.
  • We are your neighbors. We invest our time and resources to support and serve our communities.
  • We value your trust. We earn your trust by providing sounds financial solutions, exceptional customer experiences, and safeguarding what\'s important to you.
  • We love our team. Our Employees are out foundation. We commit to our employees\' personal and professional growth, open communication, a positive work environment, and their well-being.
  • We embrace differences. We value and promote diversity of ideas, people, and our communities.
Expectations:
  • Uphold the organizational values.
Customer Service Duties
  • Greet customers over the phone and answer inquiries. Provide our customers with the \xe2\x80\x9cfamily feel\xe2\x80\x9d that Security State Bank is known for. Direct questions to appropriate bank personnel as needed.
  • Research and resolve customer problems as applicable.
  • Provide customer entrance to safe deposit box according to bank procedure.
  • Generate new business within the branch by knowing bank products and personnel in order to identify cross-selling opportunities and direct customers to appropriate personnel.
  • Increase business for the bank by developing and expanding customer relationships. Ensure all new customers are introduced to other areas of the bank as a means of potential future business.
  • Assist customers with account balancing.
Account Representative Duties
  • Efficiency in deposit account opening and related Fiserv software.
  • Follow bank policies and procedures related to the new account process, to maintain compliance and to minimize loss.
  • May be asked to process incoming and outgoing wires by following wire transfer procedures.
  • Collect required documentation to establish accounts.
  • Scan data into the bank\xe2\x80\x99s systems.
  • Issue ATM/Debit Cards and assist customers with disputes at local branch.
  • Maintain new and existing account records that meet all bank & regulator policies.
  • Possess a thorough understanding of FDIC coverage and how to use the FDIC calculator.
  • Have a thorough knowledge of all bank deposit products, services, and fees to help educate customers in making the best decisions.
  • Fully understand internet-banking services to help refer, sell, and assist customers with set up and trouble shooting.
  • Complete account closure form on all accounts that are closed by customers.
  • Assist with check back of daily file maintenance on accounts that were opened and/or changed by other employees.
  • Place stop payments and deposit holds in compliance with Reg. CC.
  • May be asked to assist with coin machine transactions.
  • Promote Merchant Service Program and introduce to current and new business customers.
  • Process letters to new and existing deposit customers.
  • Call customers with CD\xe2\x80\x99s maturing at least two weeks prior to maturity as a positive, proactive and personal interaction.
  • Have a clear understanding of the bank\xe2\x80\x99s credit card program to include promoting, selling, and closing.
  • Help train backup for support staff.
  • May perform operational duties such as opening a teller window to back up the teller line.
Benefits include Health, Dental, Vision and Life Insurance, Paid Time Off, Holiday pay, 401k with Company match and Profit Sharing. Competitive wage depends on experience. Security State Bank is an equal opportunity and affirmative action employer of women, minorities, veterans and individuals with disabilities. Job Type: Full-time Pay: $17.00 - $22.00 per hour Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
Experience level:
  • 1 year
  • 2 years
  • Under 1 year
Shift:
  • Day shift
Weekly day range:
  • Monday to Friday
Work setting:
  • In-person
Experience:
  • Customer service: 1 year (Required)
  • Banking: 1 year (Preferred)
  • Computer skills: 1 year (Preferred)
Work Location: In person
  • Health insurance

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Job Detail

  • Job Id
    JD4280472
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Gillette, WY 82718, United States
  • Education
    Not mentioned