New Account Representative- Bozeman

  • First Security Bank
  • Bozeman, MT, USA
  • Oct 08, 2020
Full time Accounting Banking Customer Service

Job Description

About the Role

Kick start conversations about money as an Account Specialist.  Greet customers with a smile, assess and fill their needs in a professional manner.  Responsible for processing all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining, and closing of all account types; performing branch clerical duties; promotes business for the Bank.  The Account Specialist demonstrates a high degree of accountability while delivering superb customer service.  


Know the features and benefits for all checking accounts, savings accounts, money market accounts, health savings accounts, individual retirement accounts, and certificate of deposit accounts.

Greeting all customers immediately meeting our Service Excellence Pledge standards.  Build account relationships by effectively cross-selling and referring additional products and services to the appropriate department. 

Accurately open an account with complete documentation and complete the follow-up phone calls and thank you cards with the required timeframes.  Complete MSB due diligence questions within streamline.

Actively participate in the High-Performance Growth (HPG) program including Branch HPG displays, Big Days, and Tell a Friend program.  HPG inventory is maintained and RMS reporting is submitted weekly. 

Know how to use and set up Net Teller (online banking), Bill Pay, and E-statements to be able to assist a customer.  Order and follow-up on all check orders with check provider.  Process Wire Transfers, and Safe Deposit Clerk.

Follow up with customer(s) to complete pending items within the 30-day required period.  Complete the necessary CIF maintenance when account relationships change.  Issue and perform maintenance on VISA Instant Issue and Check Cards.

Make the determination when a check is deposited into a new checking account if it will require a Reg CC Hold and be able to explain this to the customer.  Be able to explain all new account disclosures associated with each retail product.

Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Must complete the assigned online training courses and achieve a passing score by the due date. 

About You


  • High School diploma or equivalent.
  • Customer service and clerical experience.
  • Previous bank experience preferred.


  • Work in a professional manner and consistently demonstrate courtesy, customer service, and tact in a fast-paced/deadlines oriented environment.
  • Effectively sell and cross-sell the services and accounts offered by the Bank.  Be able to maintain a pleasant, helpful demeanor toward customers and personnel.
  • Follow written and oral instructions.
  • Working knowledge of Bank products and services.
  • Communicate effectively, verbally, and in writing.
  • Anticipate, identify, and resolve problems.
  • Work well under pressure; meet multiple and sometimes competing deadlines; ensure work is completed accurately and on time.
  • Work independently and as an active team member by sharing and accepting suggestions and idea


The work environment consists of working primarily indoors, working with others, and working around others.  The noise level in the work environment is usually moderate.  


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on the computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off-site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include: The employee may be required to move up to 25 pounds periodically. 

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

What We Offer


The salary is dependent upon relevant experience. We offer an extensive benefits package that includes, but is not limited to, flexible health coverage options: medical/dental/vision (partially employer paid with competitive premiums), health rewards program, possible employer contribution to a Health Savings Account, Employee Assistance Program (EAP); life insurance; 401K retirement plan with immediate vesting (up to 3% employer match, 3% automatic employer contribution, and profit-sharing); discounted banking products and services; paid vacation/sick days, and paid holidays. 


At Glacier Bancorp, our employees are our most valuable asset. We seek qualified individuals who enjoy people, are innovative, and eager to learn. We are dedicated to providing opportunities for personal advancement and professional growth by investing in the tools and training needed to build a personalized career path for you.

Glacier Bancorp, Inc. is a regional bank holding company headquartered in Kalispell, Montana with assets greater than $11 billion, operating in 15 bank divisions across 7 states (Montana, Idaho, Utah, Washington, Wyoming, Colorado, and Arizona). We pursue a community banking philosophy, emphasizing personalized service combined with the full resources of a large banking organization. Over the years, Glacier Bancorp has received numerous awards for stability and soundness, and has repeatedly ranked among the top 10% in the nation for financial strength.

We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.