Account Relations
Independence Bank has chosen to focus on one thing: Serving the people of our communities. The decisions we make, our philosophy of sustained growth and our lending practices are all based on the needs of families, farmers, and businesses of Montana. We have grown with this area but never outgrown it, and we remain committed to being here, just as we have always been.
About the role
This position is first and foremost responsible for providing the utmost customer service. They will determine the financial needs and services of new customers and cross-sell bank services within the policies, objectives, and guidelines established by the Bank. Also responsible for answering the telephone, assisting customers with inquiries regarding account maintenance, as well as various other duties assigned by supervisor.
Responsibilities
- Provide exceptional customer service to new and existing customers
- Determine financial needs and cross-sell appropriate bank services
- Answer telephone and assist customers with account maintenance inquiries
- Perform various other duties as assigned by supervisor
Requirements
- Ability to type precisely using a keyboard and 10-key
- High school diploma or GED
- Two to three months of related experience and/or training, or equivalent combination of education and experience
Qualifications
To perform this job successfully, an individual must be able to execute each essential duty proficiently. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
- Regularly required to stand, use hands to finger, handle, or feel, reach with hands and arms, and talk or hear
- Frequently required to walk
- Occasionally required to sit, climb or balance, stoop, kneel, crouch, or crawl